{"id":11409,"date":"2024-05-16T10:52:12","date_gmt":"2024-05-16T17:52:12","guid":{"rendered":"https:\/\/familyenterpriseusa.com\/?p=11409"},"modified":"2024-05-16T10:52:20","modified_gmt":"2024-05-16T17:52:20","slug":"strategic-liquidity-planning-for-family-businesses-dont-miss-out-gain-invaluable-insights-to-ensure-your-businesss-longevity","status":"publish","type":"post","link":"https:\/\/familyenterpriseusa.com\/feusa\/strategic-liquidity-planning-for-family-businesses-dont-miss-out-gain-invaluable-insights-to-ensure-your-businesss-longevity\/","title":{"rendered":"Strategic Liquidity Planning for Family Businesses: Don&#8217;t Miss Out! &#8211; Gain invaluable insights to ensure your business&#8217;s longevity."},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;22px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_divider _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_cta title=&#8221;Unlock Growth: Optimize Your Shareholder Liquidity Strategy&#8221; button_url=&#8221;https:\/\/us02web.zoom.us\/webinar\/register\/7916902497205\/WN_NAw6RPJKQK2yg0SdIF5orA&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Discover essential tactics to safeguard your family business&#8217;s future. Reserve your seat now!&#8221; admin_label=&#8221;Call To Action Top&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#397389&#8243; custom_button=&#8221;on&#8221; button_bg_color=&#8221;#ff0019&#8243; custom_margin=&#8221;-17px|||||&#8221; custom_padding=&#8221;16px||19px|||&#8221; global_module=&#8221;9695&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_cta][et_pb_divider _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text admin_label=&#8221;1&#8243; _builder_version=&#8221;4.25.1&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2 data-sourcepos=\"5:1-5:228\"><strong>Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your shareholders? Unclear shareholder liquidity plans can create disruptions and hinder your company&#8217;s full potential.<\/strong><\/h2>\n<p>&nbsp;<\/p>\n<h3 data-sourcepos=\"7:1-7:117\"><em>We are hosting a crucial webcast designed to equip you with the knowledge and strategies to navigate this challenge.<\/em><\/h3>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\">Register Now for the May 29 Webcast:<br \/><em>Starting at 9:00 AM Pacific Time<\/em><\/h3>\n<h3 style=\"text-align: center;\">&#8220;Is your shareholder liquidity strategy future fit to avoid disruption?&#8221;<\/h3>\n<p>&nbsp;<\/p>\n<p data-sourcepos=\"9:1-9:117\">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.<\/p>\n<p data-sourcepos=\"9:1-9:117\"><a href=\"https:\/\/us02web.zoom.us\/webinar\/register\/7916902497205\/WN_NAw6RPJKQK2yg0SdIF5orA\" target=\"_blank\" rel=\"noopener\"><strong>Join us<\/strong> as we explore leading practices for creating a <strong>resilient shareholder liquidity plan<\/strong>.<\/a> Discover how to:<\/p>\n<ul data-sourcepos=\"11:1-16:0\">\n<li data-sourcepos=\"11:1-11:86\"><strong>Balance<\/strong> the short- and long-term capital needs of your business and your family.<\/li>\n<li data-sourcepos=\"12:1-12:98\"><strong>Develop<\/strong> a liquidity strategy that fosters <strong>patient capital<\/strong> and continued business growth.<\/li>\n<li data-sourcepos=\"13:1-13:68\"><strong>Mitigate risks<\/strong> associated with shareholder liquidity planning.<\/li>\n<li data-sourcepos=\"14:1-14:79\"><strong>Design an effective dividend policy<\/strong> that aligns with your family&#8217;s goals.<\/li>\n<li data-sourcepos=\"15:1-16:0\"><strong>Utilize financial modeling<\/strong> to support your liquidity plan.<\/li>\n<\/ul>\n<p data-sourcepos=\"17:1-17:31\"><strong>Our distinguished speakers:<\/strong><\/p>\n<ul data-sourcepos=\"19:1-21:0\">\n<li data-sourcepos=\"19:1-19:164\"><strong>Sean Aylward:<\/strong> EY Managing Director with over 26 years of experience guiding family-owned businesses through succession, governance, and transfer tax planning.<\/li>\n<li data-sourcepos=\"20:1-21:0\"><strong>Dom Venditti:<\/strong> EY Manager specializing in providing business and financial advisory services to help family enterprises achieve long-term ownership goals.<\/li>\n<\/ul>\n<p data-sourcepos=\"22:1-22:22\"><strong>Who should attend?<\/strong><\/p>\n<ul data-sourcepos=\"24:1-28:0\">\n<li data-sourcepos=\"24:1-24:14\">Shareholders<\/li>\n<li data-sourcepos=\"25:1-25:17\">Business Owners<\/li>\n<li data-sourcepos=\"26:1-26:20\">C-Suite Executives<\/li>\n<li data-sourcepos=\"27:1-28:0\">Leaders of family-owned businesses with revenues exceeding $100 million<\/li>\n<\/ul>\n<p data-sourcepos=\"29:1-29:123\"><strong>Don&#8217;t miss this opportunity to gain practical insights and ensure your family business thrives for generations to come.<\/strong><\/p>\n<p data-sourcepos=\"29:1-29:123\">\n<h4 style=\"text-align: center;\"><span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/us02web.zoom.us\/webinar\/register\/7916902497205\/WN_NAw6RPJKQK2yg0SdIF5orA\" target=\"_blank\" rel=\"noopener\"><strong>Register Now!<\/strong><\/a><\/span><\/h4>\n<p data-sourcepos=\"33:1-33:32\">\n<p data-sourcepos=\"33:1-33:32\"><strong>Pivotal Questions Addressed:<\/strong><\/p>\n<ul data-sourcepos=\"35:1-38:0\">\n<li data-sourcepos=\"35:1-35:64\">Managing risks associated with shareholder liquidity planning.<\/li>\n<li data-sourcepos=\"36:1-36:60\">Striking a balance between business and shareholder needs.<\/li>\n<li data-sourcepos=\"37:1-38:0\">Designing a customized liquidity policy.<\/li>\n<\/ul>\n<p data-sourcepos=\"39:1-39:22\"><strong>Areas of Interest:<\/strong><\/p>\n<ul data-sourcepos=\"41:1-44:0\">\n<li data-sourcepos=\"41:1-41:48\">Balancing Owner &amp; Business Liquidity Needs<\/li>\n<li data-sourcepos=\"42:1-42:40\">Dividend &amp; Liquidity Policy Design<\/li>\n<li data-sourcepos=\"43:1-44:0\">Financial Modeling Considerations in Liquidity Planning<\/li>\n<\/ul>\n<h4 style=\"text-align: center;\" data-sourcepos=\"45:1-45:103\">\u00a0<\/h4>\n<h4 style=\"text-align: center;\" data-sourcepos=\"45:1-45:103\"><span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/us02web.zoom.us\/webinar\/register\/7916902497205\/WN_NAw6RPJKQK2yg0SdIF5orA\" target=\"_blank\" rel=\"noopener\"><strong>Take the next step towards a secure and prosperous future for your family business. Register Today!<\/strong><\/a><\/span><\/h4>\n<p>[\/et_pb_text][et_pb_divider divider_style=&#8221;dotted&#8221; _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text admin_label=&#8221;EY Logo &#038; About&#8221; _builder_version=&#8221;4.24.0&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; link_option_url_new_window=&#8221;on&#8221; global_module=&#8221;9532&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\"><img decoding=\"async\" class=\"aligncenter wp-image-9286 \" src=\"https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2023\/10\/ernst-young-logo-3.png\" alt=\"\" width=\"150\" height=\"155\" title=\"\"><\/p>\n<p><strong>About EY<\/strong><br \/>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.<\/p>\n<p>Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate.<\/p>\n<p>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.<\/p>\n<p>EY refers to the global organization, and may refer to one or more, of the member firms of Ernst &amp; Young Global Limited, each of which is a separate legal entity. Ernst &amp; 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.<\/p>\n<p><strong>About EY Family Enterprise<\/strong><br \/>As trusted advisors to ambitious business-owning families, including more than 90% of the world\u2019s top 500 family enterprises, EY teams have the experience and know-how to support the entire family enterprise \u2014 family members, their family business, and their family office.<\/p>\n<p>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\u2019s most entrepreneurial families to create a framework for guided conversations on topics that matter most to family enterprise owners.<\/p>\n<p>EY Family Enterprise professionals can support you in identifying and optimizing the drivers that impact family businesses\u2019 growth and longevity, preserve wealth, and culture, and solidify intergenerational legacies. <a href=\"https:\/\/www.ey.com\/en_us\/tax\/family-enterprise-business-services\" target=\"_blank\" rel=\"noopener\">Family Enterprise Business Services | EY &#8211; US<\/a><\/p>\n<p>[\/et_pb_text][et_pb_divider divider_style=&#8221;dotted&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.19.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Become a member text&#8221; _builder_version=&#8221;4.21.0&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; link_option_url=&#8221;https:\/\/familyenterpriseusa.com\/donate-2\/&#8221; global_module=&#8221;5822&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4><em>We hope you&#8217;ve enjoyed this article. While you&#8217;re here, we have a small favor to ask&#8230;<\/em><\/h4>\n<p>As we prepare for what promises to be a pivotal year for America, we&#8217;re asking you to consider becoming a member.<\/p>\n<p>The need for fact-based reporting of issues important to <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">multi generational businesses<\/a> and protecting a <a href=\"https:\/\/familyenterpriseusa.com\/category\/family-business-stories\/\">lifetime of savings<\/a> has never been greater. Now more than ever, <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">multi generational businesses<\/a> and <a href=\"https:\/\/familyenterpriseusa.com\/category\/family-business-stories\/\">family businesses<\/a> are under fire. That&#8217;s why <a href=\"https:\/\/familyenterpriseusa.com\/category\/feusa\/\">Family Enterprise USA<\/a> is passionately working to increase the awareness of issues important to <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">generationally-owned family businesses<\/a> 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 <a href=\"https:\/\/familyenterpriseusa.com\/category\/income-taxes\/\">income tax rates<\/a>, possible elimination of valuation discounts, increase in capital gains <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">tax<\/a>, enactment of a wealth <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">tax<\/a>, and the continued burden of the gift <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">tax<\/a>, <a href=\"https:\/\/familyenterpriseusa.com\/category\/estate-taxes\/\">estate tax<\/a> and generation skipping <a href=\"https:\/\/familyenterpriseusa.com\/category\/taxes\/\">tax<\/a>.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/familyenterpriseusa.com\/donate\/&#8221; button_text=&#8221;Become a Family Enterprise USA Member&#8221; button_alignment=&#8221;center&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Become FEUSA member button&#8221; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; global_module=&#8221;6503&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_divider divider_style=&#8221;dotted&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.19.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_video_slider disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Video Slider Family Business Stories 1&#8243; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_module=&#8221;5963&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=3k9d1tFz5AU&#038;t=22s&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=kG0lDKbmJxg&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=HFK8SG1VSco&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=Z15BqbFOYck&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=bsn5xYrxhJg&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=PL3K3rK7ioA&#038;t=5s&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][et_pb_video_slider_item src=&#8221;https:\/\/www.youtube.com\/watch?v=CpXRbRBhPKc&#8221; _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; show_image_overlay=&#8221;off&#8221;][\/et_pb_video_slider_item][\/et_pb_video_slider][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;FEUSA Statement&#8221; _builder_version=&#8221;4.21.0&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; link_option_url=&#8221;https:\/\/familyenterpriseusa.com\/donate-2\/&#8221; global_module=&#8221;5910&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<hr \/>\n<p><a href=\"https:\/\/familyenterpriseusa.com\/category\/feusa\/\">Family Enterprise USA<\/a> promotes <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">generationally<\/a> owned <a href=\"https:\/\/familyenterpriseusa.com\/category\/family-businesses\/\">family business<\/a> creation, growth, viability, and sustainability by <a href=\"https:\/\/familyenterpriseusa.com\/about\/\">advocating for family businesses<\/a> and their lifetime of savings with <a href=\"https:\/\/familyenterpriseusa.com\/category\/family-business-caucus\/\">Congress<\/a> in Washington DC.\u00a0 Since 2007, <a href=\"https:\/\/familyenterpriseusa.com\/category\/feusa\/\">Family Enterprise USA<\/a> has represented and celebrated\u00a0all sizes, professions and industries of family-owned enterprises and <a href=\"https:\/\/familyenterpriseusa.com\/category\/multi-generational-business\/\">multi-generational<\/a> employers. It is a bi-partisan 501.c3 organization.\u00a0<a href=\"https:\/\/familyenterpriseusa.com\/membership\/\">Family foundations can donate.<\/a><\/p>\n<hr \/>\n<p>[\/et_pb_text][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Hash tags &#038; Tags&#8221; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_module=&#8221;6498&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>#incometax #taxseason #federaltaxpolicy #taxation #EstateTax #Deathtax #wealthtax #taxLegislation #CongressionalCaucus #CapitalGainsTax #incometaxrates #incometaxseason #taxrefund #taxreturn #incometaxreturn #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #FamilyBusiness #promotefamilybusinesses #familyowned #supportlocalbusiness #womeninbusiness #AdvocatingForFamilyBusinesses #Generationallyowned #Multigenerationalbusiness\u00a0 @FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyEnterpriseUSA #PolicyAndTaxationGroup #DitchTheEstateTax<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your shareholders? Unclear shareholder liquidity plans can create disruptions and hinder your company&#8217;s full potential. &nbsp; We are hosting a crucial webcast designed to equip you with the knowledge and strategies to navigate this challenge. &nbsp; Register Now for [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":11410,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","footnotes":""},"categories":[48,3,92,103],"tags":[],"class_list":["post-11409","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-family-businesses","category-feusa","category-multi-generational-business","category-next-gen"],"acf":[],"_links":{"self":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/11409","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11409"}],"version-history":[{"count":3,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/11409\/revisions"}],"predecessor-version":[{"id":11414,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/posts\/11409\/revisions\/11414"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=\/wp\/v2\/media\/11410"}],"wp:attachment":[{"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11409"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11409"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/familyenterpriseusa.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}