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Feb. 19, 2022

James Bly - Strategy for the Family-Owned Business

James Bly - Strategy for the Family-Owned Business

James Bly, the national practice leader of Ernst & Young LLP’s Family Enterprise Business Services, joins Robin to discuss the importance of strategy in guiding a family-owned business. Listen in on Robin’s engaging discussion with James as they cover wh...


Follow the link to the EY Megatrends mentioned by James Bly in this Episode. 

You can also find James and his team at the Family Enterprise Business Services (FEBS) web page.

Thank you to SMB Interim Management, Yate Advisors, and Robin Letchinger for their ongoing work that connects us with the world of family-owned business leaders and makes this podcast possible.

James Bly Profile Photo

James Bly

Managing Director

James Bly is the national practice leader of Ernst & Young LLP’s (EY) Family Enterprise Business Services (FEBS). He advises multi-generational business-owning families, which own upper middle market companies, on matters related to growing larger, more valuable businesses; financing the growth of family-controlled businesses, while maintaining family control; completing generational transitions of operating businesses; and on designing and implementing shareholder liquidity plans. He has over 35 years of experience. During his career, he has personally advised the principal owners of hundreds of multigenerational family-controlled businesses in a wide range of industries. He has also served as a trustee, director, committee member or advisory board member to various family offices, family business holding companies, large-scale family controlled corporations and business-owning estates. He has also either chaired or served on finance, investment, risk management, or nominating and governance committees of the boards of various multigenerational family businesses.