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EY Family Enterprise Experts Tackle Long-term Capital Funding Strategies in New Podcast from Family Enterprise USA
Balanced Planning Positions Family Businesses for the Long-Haul, Next Generation Transitions
A new podcast featuring experts from EY’s Family Enterprise group tackles the complex issue of capital funding strategies, both for mid-term needs and for multi-generational planning.
The capital funding podcast, entitled “Is Your Company’s Capital Agenda Strategy Future Proof?”, features experts Jessica Shaw, Partner, Strategy and Transactions, Ernst & Young LLP, and Gene Peck, Managing Director, Family Enterprise Business Services, Ernst & Young LLP.
In the EY podcast, the discussion focuses on how business-owning families can better position themselves for success when developing strategic capitalization plans.
The panelists discuss establishing balanced financial objectives, performing a thorough evaluation of financial readiness, and, if access to the capital markets is needed, understanding funding options that best align with the long-term capitalization needs of a family enterprise.
The podcast, part of a series called “The Voice of Family Business on Capitol Hill,” are airing on Spotify and other podcast platforms.
The series is hosted by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, both advocates for family businesses, clients of family offices, and successful individuals.
“This podcast features an interesting discussion on capital funding and highlights the many critical issues facing family businesses transitioning to the next generation, and beyond,” said Soldano about the episode. “The EY experts detail complex long-term planning capital funding issues critical for growth and long-haul success,” she said.
About EY
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Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate.
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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 multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That's why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates, possible elimination of valuation discounts, increase in capital gains tax, enactment of a wealth tax, and the continued burden of the gift tax, estate tax and generation skipping tax.
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.
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