Publications

Explore our publication library for in-depth analysis, detailed research, and our perspective on key topics that help private companies and individuals manage and grow their business and wealth.

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What is a board's role in family business? What is a board's role in family business?
More and more family businesses are interested in corporate governance today. Many want to understand the value a board brings, and how to evolve their board to provide that value. This publication is the first in a series about family business corporate governance.
2014 CEO Survey: A private-company perspective 2014 CEO Survey: A private-company perspective
US CEOs continue to face economic, legislative, and regulatory uncertainty. But they are by no means sitting on their hands. Instead, they’re assessing and preparing for the various ways their businesses will be changed by — and can capitalize on — long-term trends such as technological advances, demographic movements, global economic shifts, resource scarcity, and urbanization. Read how.
Employee financial well-being and retirement survey: 2014 results Employee financial well-being and retirement survey: 2014 results
PwC's Financial Wellness Survey tracks the financial and retirement well-being of working American adults nationwide.
>Trendsetter Barometer™ — Private companies' optimism fuels growth plans, including renewed interest in M&A Trendsetter Barometer™ Q1 2014 — Private companies' optimism fuels growth plans, including renewed interest in M&A
In the first quarter of this year, we spoke to 214 private-company leaders about what they envision for the next 12 months. Trendsetter CEOs told us their optimism about the US economy is at a three-year high, they expect to outperform GDP forecasts, and their expansion plans are picking up steam. Read our report to hear what else they're planning for the year ahead.
2014 Guide to tax and wealth management 2014 Guide to tax and wealth management
PwC's 2014 edition of Managing your wealth offers guidance on strategic tax planning, managing your portfolio, charitable giving, estate and gift planning, business succession planning and other wealth management topics.
Growing Your Business™ - Profitability 2.0 Growing Your Business™—Profitability 2.0
Is your company as profitable as it could be? If not, it might be time to abandon conventional wisdom and do things differently. Read how.
PwC Family Business Survey 2012/13: US report PwC Family Business Survey 2012/13: US report
This companion piece to PwC's global Family Business Survey looks at what US family businesses have been doing and thinking since we last conducted our survey two years ago.
Building a presence in today’s global markets: The BRICs and beyond Building a presence in today’s global markets: The BRICs and beyond
Read about the top business opportunities and risks private companies face in emerging and fast-growing markets, which include not only the BRICs, but also a second tier of rapidly developing markets, such as Indonesia and Mexico.
Realizing shareholder value: Private company exit strategies Realizing shareholder value: Private company exit strategies
We have created this series, Realizing shareholder value: Private company exit strategies, to guide privately-held business owners in the development and execution of an effective exit strategy. This, the first installment, explores the framework for developing an effective exit strategy—setting the appropriate objectives and understanding the importance of effective and early planning.
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Top publications

Each quarter, PwC's Private Company Trendsetter Barometer tracks the business issues and best practices of America’s leading privately held businesses.

Trendsetter Barometer™ Q1 2014 — Private companies' optimism fuels growth plans, including renewed interest in M&A Trendsetter Barometer™ Q1 2014 — Private companies' optimism fuels growth plans, including renewed interest in M&A
In the first quarter of this year, we spoke to 214 private-company leaders about what they envision for the next 12 months. Trendsetter CEOs told us their optimism about the US economy is at a three-year high, they expect to outperform GDP forecasts, and their expansion plans are picking up steam. Read our report to hear what else they're planning for the year ahead.

Private-Company CEOs More Optimistic Heading into 2014
02/04/2014

PwC Survey Finds US Private Companies Raise Revenue Forecasts
11/05/2013

Private Companies Signal Rising Confidence in US Economy, PwC Survey Finds
07/23/2013

PwC Survey: Majority of Private Companies Already in Compliance with Next Wave of Healthcare Reform Requirements
07/11/2013

PwC US Survey Finds Uptick in Economic Optimism and Hiring Plans Among US Private-Company Executives
04/23/2013

Vast Majority of Private Companies Reinvesting Savings from Cost Containment Measures into Growth Plans, According to PwC Survey
03/28/2013

PwC Survey Finds Private Companies Are Embracing Bold Innovation to Meet Growth Objectives; Talent and Technology Play Key Roles
02/21/2013

PwC US Survey Finds US-Based International Private Companies More Aggressive About Growth and Spending; Companies Overall Plan Increased Hiring
01/22/2013

PwC Survey Finds US Private Companies Increase Revenue Forecasts, Amid Overall Tempered Optimism
11/16/2012

PwC survey finds that private companies see business benefits in formal corporate governance
10/03/2012

Private-Company Optimism and Revenue Forecasts Dip as Economic Uncertainty Persists
08/14/2012

Growth-focused private companies embrace digital tools for customer engagement and research
07/11/2012

Optimism about US economy bounces back for private companies. Solid revenue growth expected by nearly all
05/15/2012

After a year of black swans, growth-focused private companies rethink risk resilience
03/13/2012

Most private companies expect positive growth, majority plan upswing in hiring
02/07/2012

Growing Your Business™ discusses the opportunities and challenges that leaders of privately owned businesses face, suggesting ways they can make the most of both.

2014 CEO Survey: A private-company perspective 2014 CEO Survey: A private-company perspective
US CEOs continue to face economic, legislative, and regulatory uncertainty. But they are by no means sitting on their hands. Instead, they’re assessing and preparing for the various ways their businesses will be changed by — and can capitalize on — long-term trends such as technological advances, demographic movements, global economic shifts, resource scarcity, and urbanization. Read how.
Growing Your Business™ - Profitability 2.0 Growing Your Business™—Profitability 2.0
Is your company as profitable as it could be? If not, it might be time to abandon conventional wisdom and do things differently. Read how.
Customer engagement: Reaping the rewards of digital outreach Customer engagement: Reaping the rewards of digital outreach
Private companies are leading the charge in making entrepreneurial use of social media, mobile devices, and other digital avenues to get closer to their customers. While these companies are still in the minority, more are likely to follow suit as competition for customers continues to heat up.
Risk Resilience: Reckoning with a New Era of Threats Risk Resilience: Reckoning with a New Era of Threats
Globalization, economic realignment, and rapid technological change are likely to drive volatility for years to come. Against this backdrop, private companies need to rethink their approach to risk so that shocks to the system won't derail corporate strategy and undermine growth.
Innovation imperative: Keeping your company relevant Innovation imperative: Keeping your company relevant
In today’s world of emerging technologies, emerging markets, and emerging consumer demands, companies must emerge too — out of old molds and into new ones — if they are to survive and thrive. For some companies, that means reinventing themselves. For others, it’s about seeking innovative ways to make their business newly relevant. Read about why 75% of US private companies are prioritizing innovation, with growth as their top objective.
Emerging markets calling: Growth beyond the comfort zone Emerging markets calling: Growth beyond the comfort zone
Businesses are going where demand is growing. That means venturing into new markets abroad — a move that doesn’t come naturally to all private companies yet may be more manageable than they think.
Cyber security: Why you can’t afford to ignore it Cyber security: Why you can’t afford to ignore it
Cyber criminals are increasingly targeting private companies in hopes of easy access. The cost to a business can be high, ranging from financial loss to reputational damage. With heightened awareness, private companies can fight back.
Succession planning: Delaying could cost you Succession planning: Delaying could cost you
A clearly communicated succession plan signals that the business is here to stay. Lack of a plan, on the other hand, may suggest an uncertain future for the business in an already uncertain economy. Early planning can nip that concern in the bud.

Helping you and your family grow and protect your wealth.

What is a board's role in family business? What is a board's role in family business?
More and more family businesses are interested in corporate governance today. Many want to understand the value a board brings, and how to evolve their board to provide that value. This publication is the first in a series about family business corporate governance.
2014 Guide to tax and wealth management 2014 Guide to tax and wealth management
Wealth management and tax planning, done right, require care and a thoughtful approach. Our annual guide walks you through the key concepts and approaches to make well-informed decisions about your wealth management, including guidance on strategic tax planning, managing your portfolio, charitable giving, estate and gift planning, business succession planning and other wealth management topics.
PwC Family Business Survey 2012/13: US report PwC Family Business Survey 2012/13: US report
This report highlights the views of 100 owners, leaders, and top executives of US family businesses across a variety of industries. The US findings represent one component of PwC’s global survey of nearly 2,000 companies in 28 countries.This companion piece to PwC's global Family Business Survey looks at what US family businesses have been doing and thinking since we last conducted our survey two years ago.

Provides timely insight on emerging tax issues for private companies and individuals. PCS tax insight primarily focuses on significant tax developments for mid-size nonpublic companies, partnerships, S-corporations, LLCs and high-net worth individuals.

Private company services – IRS guidance addresses treatment of disallowed losses associated with certain S corporation distributions

18 July 2014 | Insights
IRS guidance addresses treatment of disallowed losses associated with certain S corporation distributions.

Commonly overlooked exceptions to the 50% disallowance for meal and entertainment expenses

05 May 2014 | Insights
Commonly overlooked exceptions to the 50% disallowance for meal and entertainment expenses.

Managing your wealth: Guide to tax and wealth management

25 April 2014 | Managing Your Wealth: Guide to tax and wealth management
PwC’s 2014 year-end guide to tax and wealth management offers guidance for strategic tax planning, managing your portfolio, charitable giving, estate and gift planning, business succession planning and other topics.

Certain contributions of inventory not eligible for enhanced deduction, IRS concludes

21 April 2014 | Insights
The IRS has concluded that a corporation was not eligible for the enhanced charitable deduction for donations of certain hair care and grooming products.