Deloitte Private: Family enterprise services

When your workforce includes family members, alignment is important. So is nurturing the business for future generations. Strengthen the bonds over time and across your enterprise with our experience in family business services for leadership development; generational succession; sustainability, climate, and equity (SC&E); and talent strategies.

Taking your company to the next level involves a balance of innovation and efficiency. Turn to us for new thinking on strategic planning, leadership development, tax planning, and technology enablement.

Digital transformation—including leveraging Generative AI and other advanced technologies—can be a bridge between your business today and the one you’ll hand to the next generation. Tap our insights as you make technology investments that can pay you back in the form of growth and competitive advantage.

• Our approach for family enterprises transforms the obligation of an audit into an opportunity for insights. A Deloitte audit focuses on what matters and reduces the burden on your team.
• Our Private Company Audit Methodology incorporates workflow automation, artificial intelligence, and data analytic tools that enable us to provide insights.

• Nearly everything you do has tax implications—and taxes are often among the most significant drivers of the cash needs of a family enterprise and its owners.
• Our tax professionals can provide insights that turn the complex and technical into actionable recommendations. And our family enterprise services have range that can help you navigate everything from compliance and M&A structuring to tax technology and shareholder wealth planning.
• Executive compensation is a topic of increasing importance to management and boards to attract and retain senior-level talent. We have the knowledge to advise you as you design, develop, and implement comprehensive and innovative compensation strategies.
• As family enterprises grow and expand their footprint, state and foreign tax planning becomes essential. We evaluate and analyze organizational structures, as well as the incremental tax cost of expanding the business. We also work closely with businesses to proactively identify credits and incentives before beginning business in a new jurisdiction.

• Keeping pace with the emerging technology landscape can be difficult for even the most tech-savvy leaders. Deloitte Private can help.
• We work with you to leverage talent and technology disruption to your advantage with personalized technology solutions that can take you from now to next.
• We also offer operational support in strategic planning, legacy assessments, and leadership transition so you can balance addressing the wants and needs of the family and the business.

• Whether your family enterprise is launching a new product or facing industry disruption, risk is ever-present. Our experience in mergers and acquisitions, fraud, litigation, and restructuring can help you not only navigate risks but be better positioned to enhance enterprise value and resiliency. In terms of buy/sell agreements, our gift and estate valuation advisors leverage a prescribed model to provide a broad viewpoint.
• If you’re seeking a valuation analysis, we’re here to help. For years, clients have turned to us for our deep experience in valuing, modeling, and analyzing business interests and their underlying assets.
• For both family and owner-managed businesses, there often comes a time when a more structured governance framework is needed. We can help you achieve that clarity so that your family is aligned with your business and investment enterprise.
• The sale of a family enterprise can be a life-changing event. And timing is important. To help you achieve your personal financial goals, our Corporate Finance, M&A Transaction Services, and Private Wealth professionals can guide you before, during, and after the liquidity event.

• Establishing, operating, or expanding a family office requires analysis and planning to properly grow and protect your family’s wealth. As a trusted service provider, we offer extensive family office services to support you as you enhance your team’s resources, reduce risks, and identify new opportunities for the family.
• Whether a new family office is being formed, a new executive has been hired, a generational transition is taking place, or a family office is assessing its technology and processes, a Family Office Greenhouse Lab can be an important resource to accelerate the decision-making process for your family.