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Headwaters SC Family Business Services joins EY

Ernst & Young LLP announced that the Family Enterprise Business Services (FEBS) practice of Headwaters SC, LP (HWSC) will join Ernst & Young LLP.

 

 

Entrepreneurial thinking across generations

Multi-generational family businesses are by definition entrepreneurial, and EY is the world leader in advising, guiding and recognizing entrepreneurs. We know that the spirit of innovation that characterizes successful entrepreneurial companies must be present within family businesses if they are to thrive, prosper and compete effectively from one generation to the next.

+ Family business in North America:
   facts and figures

EY - Family Business in North America: facts and figures

To help you plan your growth journey, we'll channel our experiences with some of the world's most successful entrepreneurs together with our work with global family businesses from the past three decades.

We can help you:

  • Grow your family business to succeed for generations
  • Increase your personal wealth
  • Capitalize on the unique benefits of family ownership
  • Plan for succession
  • Manage risks
  • Protect the financial value of your legacy

 

 

Family enterprise leadership summit at the 2017 US Strategic Growth Forum

The Family enterprise leadership summit will take place at this year’s US Strategic Growth Forum in Palm Springs, CA, November 15-19, 2017. In this special session, which will take place on Wednesday, November 15, family business leaders discuss what’s next for the entrepreneurial family enterprise and how they create lasting legacies.

Learn more about the program and how to receive an invitation.

 

Highlights from Family Business at the US Strategic Growth Forum 2016

How do successful family businesses maintain success from one generation to the next? A cohesive family unit and a proud legacy will take them far. At the 2016 Strategic Growth Forum, held in Palm Springs, CA November 16-20, EY’s Family Business held special sessions that focused on the key factors for creating a lasting legacy for entrepreneurial success.

View the program’s keynote speakers during special interview sessions:

EY - Andrew C. Taylor, Enterprise Holdings

Andrew C. Taylor, Enterprise Holdings

EY - Jodi Berg, President and CEO, Vitamix

Jodi Berg, President and CEO, Vitamix
Philip Krim, CEO, Casper

 

 

Save the date: 2017 Strategic Growth Forum, November 15-19

The Forum convenes 2,000 CEOs, entrepreneurs, family business leaders, advisors and influencers and provides an unparalleled opportunity to join other entrepreneurs, investors and advisors to network, hear inspirational stories, share ideas and celebrate success. Visit www.ey.com/us/sgf to learn more.

 

 

2016 EY Entrepreneur Of The Year National Family Business Award winner

Recognized as one of the most prestigious business award programs in the country, the EY Entrepreneur Of The Year awards celebrate the country’s most innovative business leaders. Our Family Business category recognizes leaders who have demonstrated how a family business can succeed from generation to generation by skillfully implementing new thinking. Congratulations to the 2016 Family Business Award winner and finalists.

Learn more about the EY Entrepreneur Of The Year™ program.

Winner, US Family Business Award

EY - Trisha D. Lemery Trisha D. Lemery
President & CEO
Winsert, Inc.

Finalists, US Family Business Award

EY - Kris Kowalski Christiansen Kris Kowalski Christiansen, COO
Mary Anne Kowalski, Owner
Kowalski’s Companies
Woodbury, MN
EY - Sidney Robert Brown Sidney Robert Brown
CEO
NFI
Cherry Hill, NJ
EY - Carter Hamilton Sterling Carter Hamilton Sterling
CEO
Sterling Lumber Company
Phoenix, IL

 

 

Insight from EY’s Family Business practice

Family businesses and tough economic times
Carrie Hall, Americas Family Business Leader, says family businesses tend to survive and even thrive in challenging circumstances.

Family businesses need the right governance
Our report, Demystifying family boards, helps families understand the importance of having the right governing body in order to build a legacy for future generations.

EY Global Family Business Yearbook
Celebrating excellence in family businesses, the third edition of the EY Global Family Business Yearbook looks at what is going on inside some of the world’s greatest family businesses in Europe, North America, Latin America, the Middle East and Asia Pacific. It also includes profiles of our EY Entrepreneur Of The Year Family Business Award of Excellence winners in 25 countries.

Family business philanthropy: creating lasting impact through values and legacy
Conducted as part of a large-scale international survey of family business owners and managers, which encompasses 525 responses from 21 countries, this report sheds new light on key themes such as how family businesses approach philanthropy, what drives philanthropic decisions, the role that government incentives play and how effectiveness is measured and evaluated.

In harmony: Family business cohesion and profitability
Initial findings from the global survey of the world's largest family businesses.

Coming home or breaking free? Succession intentions of next-generation family business members
Family business owners have a strong desire to keep their company under family control across generations. But who is best suited to take over, and which factors encourage succession within the next generation?

Family governance: issues, concerns and the strategies
Family businesses that continue to prosper from one generation to the next often do so because they have robust governance structures. Nevertheless, many family businesses have not given enough thought to governance. Learn some of the more common governance problems that can arise within family businesses and how having a family charter can help alleviate those issues.

Cybersecurity: protecting a family office
This paper explains the cyber security challenge for family offices, describes the most common risks they face, and offers a measured approach to address the challenges.

Preserving wealth through generations
When your family's wealth is at stake, you want to do everything right. This is precisely where we come in. We support you and your family office in all areas by providing you with answers to the most important questions.

EY Family Office Guide: pathway to successful family and wealth management
This is our comprehensive guide and integrated approach designed to help family offices structure their wealth and preserve it for future generations.

 

 

EY NextGen Academy

Developing the next generation

The EY NextGen Academy Program is our unique one-week training event designed for the next generation of young successors in family businesses. This program helps them explore their potential and introduces them to the challenges of running a family business.

Download the NextGen catalog.
For more information visit www.ey-nextgen.com.