Advising Family Businesses and Corporate Executives

A family business is more than just a source of wealth; it is a significant part of the family’s identity. It consumes a tremendous amount of time, energy, and resources; and, in return, the business yields satisfaction and a great sense of achievement for the family. William Blair & Company, a recognized leader in middle-market investment banking, has vast experience advising family businesses on issues ranging from succession planning to risk-management for executives.

Selling a family business or transitioning leadership is a bittersweet proposition, full of emotions ranging from angst to relief. William Blair & Company understands the financial, practical, and emotional aspects of these decisions. Throughout the firm’s history, families have trusted us to help them sell their businesses on favorable terms and within the necessary time frame. Throughout the sale or transition process, the firm guides the family through the complexities—both financial and emotional—of this milestone event. For executives of businesses, company stock often represents a significant portion of the family’s wealth. William Blair & Company uses its experience in single-stock risk management to integrate these large holdings into the client’s comprehensive investment strategy.