Jun 16, 2021 | Family Businesses, Family Enterprise USA, In The News
Thank you to BNY Mellon Wealth Management for this report. When considering the future sale of a business, there are many steps to consider. You’ve worked hard to get your business where it is today — you owe it to yourself to approach its sale deliberately. If...
Mar 3, 2026 | Family Businesses, Family Business Caucus, Family Owned Business
Congressional Family Business Caucus Members Meeting Set March 17; Affordability Strategies, New Family-Owned Business Concerns Revealed Newest Research on Issues Affecting Family-Owned Businesses to Be Unveiled during the Family Enterprise USA-Hosted Capitol Hill...
Feb 24, 2026 | Family Businesses, Family Owned Business
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. By Jordan WaldrepChief Investment OfficerBank OZK The landscape of public markets in the US has undergone a profound change over the past 30 years with a...
Feb 23, 2026 | Family Businesses, Family Business Survey, Family Enterprise USA, Family Owned Business
Small action. Serious influence. See why this matters more than ever. Your voice matters – and it directly strengthens our mission. Why your input is essential: When you share a few quick, anonymous facts about your family-owned business, you help...
Feb 21, 2026 | Family Businesses, Family Enterprise USA Action, Family Owned Business
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. Dear Partners and Friends, I wanted to let you know that Ernie Pomerleau, a distinguished Board Member of Policy and Taxation Group for over 20 years,...
Feb 20, 2026 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano, Wealth Tax
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. By Patricia M. Soldano President Family Enterprise USA Reconciliation 2.0, State Wealth Taxes ‘In Play’ for 2026 Legislative Sessions; Monitoring is Key to...
Feb 16, 2026 | Family Businesses, Family Business Survey, Family Enterprise USA, Family Owned Business
Small action. Serious influence. See why this matters more than ever. Your voice matters – and it directly strengthens our mission. Why your input is essential: When you share a few quick, anonymous facts about your family-owned business, you help...
Feb 11, 2026 | Family Businesses, Family Business Survey, Family Enterprise USA, Family Owned Business
Your Company’s Story Could Shape National Policy – Do You Have 5 Minutes? Share quick facts about your family-owned business anonymously – help us fight for better laws on Capitol Hill and unlock exclusive 2026 webcast access. Your data makes the...
Feb 10, 2026 | Family Businesses, Family Business Caucus, Family Enterprise USA, Family Owned Business
Affordability Strategies for Family-Owned Businesses Topic for March 17 Meeting with Members of Congressional Family Business Caucus “Pricing & Profits: Affordability Strategies for Family-Owned Businesses” theme for First 2026 Meeting on Capitol Hill...
Feb 9, 2026 | Family Businesses, Family Owned Business, Video Post, Watch & Listen, Webcast Replays
Cybersecurity, Fraud Mitigation Strategies for Family-Owned Businesses Detailed in New Family Enterprise USA, Bank OZK Webcast Bank OZK Cyber Security Experts Speak with Pat Soldano of Family Enterprise USA about Protecting Legacy of Family-owned Businesses...
Feb 9, 2026 | Family Businesses, Family Owned Business
Make 2026 the year your voice moves policy. Discover powerful but simple advocacy tips for family business leaders. What if influencing policy wasn’t intimidating—just strategic? In “The Art of Influence: Getting Your Voice Heard on Capitol Hill,” published in...
