Imagine not what is, but rather what can be. Addressing what your company needs today is not the same as addressing the needs of the future.

Gene R. Peck

US EY Private National Tax Family Enterprise Business Services Managing Director

Trusted advisor to business-owning families who are focused on building larger, more valuable businesses for next generation ownership and beyond.

Gene is a Managing Director in Ernst & Young LLP’s National Tax, Private Client Services, Family Enterprise Business Services. He exclusively serves privately-held, business-owning families that are growing larger, more-valuable businesses for future generational ownership. He advises on strategic matters relating to business growth, capitalization, generational transition and governance and shareholder liquidity.

Gene began his career as an M&A transactional attorney and investment banker. He is experienced in private equity, having managed three prior funds.

Gene holds a BS in engineering from the US Air Force Academy, MBA in Finance from Boston University and JD from Duquesne University School of Law.

How Gene is building a better working world 

The operating business is central to the financial interests of the business-owning family; accordingly, Gene advises on strategic matters relating to internal and external (M&A) growth and capitalization matters to support growth and liquidity.

As a trusted advisor to business-owning families, Gene helps clients develop corporate and shareholder governance infrastructure. He also advises on industry leading practices for the development of next generation stewardship throughout the generational transition process, while keeping the operating business healthy, growing and profitable.

Our latest thinking

How strong capital planning helps protect a family business’s legacy

Family enterprises need a structured capital strategy to address the various needs of the business and shareholders. Learn more.

07 Jan 2025 Gene Peck +1

How family businesses can plan their company capitalization strategy

Planning for the capital needs of a family enterprise requires balancing business growth objectives with stakeholder liquidity expectations. Read more.

07 Feb 2024 Gene Peck +1

How family businesses can cultivate resilient growth

Family businesses are in a new economic environment that requires rethinking business strategy to deliver ongoing growth and profitability. Read more.

05 Feb 2024 James Bly +1

Seven capital planning questions for family businesses

In a tough capital-raising environment, family enterprises are revising their approach to budgeting, forecasting and financial decisions. Read more.

19 Jan 2024 James Bly +1
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