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One of the biggest disruptions to family-owned companies is a lack of clarity regarding shareholder liquidity.

 

This webcast will examine leading practices for creating a liquidity strategy and plan that balances the short-and long-term capital needs of your business and your family as they continue to grow. The webcast will cover common liquidity alternatives and options, the design of a dividend policy, and financial modeling required to support the development of a shareholder liquidity plan.

 

Sean Aylward is a managing director in Ernst & Young’s National Tax Department—Succession and Generational Wealth Management practice. Sean’s primary focus is advising privately held enterprises and their owners and family members on the complex issues of business succession, governance, and transfer tax planning. Sean has over 26 years of experience advising individuals, business entities, estates and trusts on a wide variety of tax and transactional matters, including estate plan design and implementation, wealth transfer planning, business succession planning, and trust and estate administration.

Dom Venditti is a manager in Ernst & Young’s Family Enterprise Business Services practice. Dom provides business and financial advisory support to assist clients in achieving the growth, development and long-term ownership goals of their private businesses. His current responsibilities include developing financial models and analysis to support private middle-market clients related to their growth ambitions, liquidity needs, and capitalization plans. He also supports the enablement of successful transitions of businesses between generations through the development of effective family and business governance systems.

Discover how to strategically balance the short and long-term capital needs of your family-owned business and the growing liquidity needs of your owners. Gain practical insights into how to create a resilient shareholder liquidity plan that promotes a patient capital base and the continued growth of the business.

What are the common risks associated with shareholder liquidity planning in family-owned businesses, and what strategies can be implemented to manage these risks effectively?

How can a family-owned business strike a balance between the company’s financial needs and the shareholders’ liquidity needs?

What factors need to be considered in designing a liquidity policy that best fits the interests and needs of a family-owned business and its owners?

Download the slides from this webcast.

About EY
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Information about how EY collects and uses personal data and a description of the rights individuals have under data protection legislation are available via ey.com/privacy. EY member firms do not practice law where prohibited by local laws. 

About EY Family Enterprise
As trusted advisors to ambitious business-owning families, including more than 90% of the world’s top 500 family enterprises, EY teams have the experience and know-how to support the entire family enterprise — family members, their family business, and their family office.

The EY approach to working with family enterprises is anchored in the EY Family Enterprise DNA Model. This model supports both the personal and business performance agendas of family enterprise leaders by pinpointing four key areas of focus to achieve their ambitions: family, values, business and assets. We combine our understanding of these focus areas with decades of experience working with the world’s most entrepreneurial families to create a framework for guided conversations on topics that matter most to family enterprise owners.

EY Family Enterprise professionals can support you in identifying and optimizing the drivers that impact family businesses’ growth and longevity, preserve wealth, and culture, and solidify intergenerational legacies. Family Enterprise Business Services | EY - US

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The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.


Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.


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