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It’s a small business world – and getting smaller every day, which opens up new pathways to global expansion. Indeed, mid-sized companies are more and more frequently finding that international trade is a critical component for growth. Launching a foreign presence invites a heavy dose of risk. Forethought, planning, and an understanding...

Thinking about selling your business? Conventional wisdom in the investment banking community says you’d better do it soon — that the market will soften sooner rather than later. Corporate Finance experts have a different view — that businesses have 24–30 months to finalize any deals.While the sky’s not falling yet, it...

The white paper, “Sudden Wealth: Managing the Transition,” provides helpful guideposts for handling new wealth, regardless of the circumstances – whether the wealth represents a recent windfall (the immigrant experience) or having control of a large amount of money for the first time (the inheritor’s experience). The p...

The sale of a business can be one of the most significant events for families of wealth. Often, family members have devoted substantial time and resources to building a successful enterprise.While the sale of the business may be viewed as the successful culmination of years of work, it may also cause concern for the owner, who feels there is not en...

The time to consider the reinvestment risk of selling a family business is before, not after, the sale. A reinvention plan can help by taking into consideration the remaining ties to the business, estate and tax planning issues related to the sale, and personal reinvention for family members as they continue on without the business.

This study examines the various factors driving the success of high-impact entrepreneurs, including how they differ from one another and how they operate, grow and compete. It looks at the key differentiators of companies with different ownership structures and walks the reader through the following research journey:Private companies have the ...

PwC's 17th Annual Global CEO Survey provides an inside look into how CEOs feel about the global economy, the growth prospects for their own companies and details on the challenges that they feel they are facing in the areas of technology, demographics and globalization. Survey Highlights:Twice as many CEOs believe the global economy will improve in...

Wealth management and tax planning, done right, require care and a thoughtful approach. Helping you be vigilant in these and all other aspects is the purpose of this guide, which walks you through the key concepts and approaches pertaining to tax planning, investing, charitable giving, estate and gift planning, business succession, family meetings,...

Technology, science, geopolitics, and critical natural forces are changing the way people live, work, and interact with others. What will these changes mean to your family enterprises? To help envision and prepare for the forces of change and how they may affect your family, we turn to the work of “futurists.”

The Worldwide Family Business Tax Guide brings together detailed information on family businesses from 41 countries worldwide. The Guide is a detailed source of information for practitioners, family business owners, tax advisors, tax legislators and tax academics. In trying to distil leading practices and help promote sound tax policy for family bu...

When developing a model coronavirus response plan, there are three areas family businesses and family offices should consider. In addition, it is important to have an FAQ communication for employees. A sample FAQ is provided, keeping in mind that each employer will have different answers to the questions asked based on its unique consider...

On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act ("CARES Act") was signed into law. The CARES Act provides emergency assistance to individuals, families, and businesses affected by the COVID-19 pandemic. The CARES Act is divided into two divisions: Division A includes programs to benefit individuals, companies, an...

COVID-19, also known as the coronavirus, has caused unprecedented global disruption. Keeping your stakeholders informed with clear, consistent messaging is essential for risk mitigation, so be sure to use a crisis communication strategy.

Social distancing drives a great need for virtual work, including in the area of assessments. Until the advent of technology that enabled remote simulations, in-person leadership simulation assessments comprised of interviews, tests, and a variety of live interactive business simulations. In this report, two case studies highlight the robustne...

Location, location, location. Across the world, companies are building innovation hubs and training and educational centers closer to their clients in a bid to cocreate and deliver new services in real time. While companies may appreciate the often lower-cost labor of outsourced work, many executives are beginning to understand that the speed, agil...