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Client Focus

For and about clients, Client Focus features insights from William Blair thought leaders on the latest market trends driving investments today. Our first edition of 2025 highlights strategic approaches and considerations for business founders and owners, as well as ways to empower emerging entrepreneurs.

Expert Strategies for Business Founders and Owners

  • Brent Gledhill

    CEO Perspective: Empowering Entrepreneurs

    Brent Gledhill discusses how William Blair’s capital markets and financial planning professionals help founders and business owners capitalize on opportunities created by their vision and leadership.

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  • Four Questions Business Owners Should Ask Themselves Before a Liquidity Event

    For many business owners, selling a company is one of the biggest decisions they will make. William Blair’s Christopher Brathwaite and Emily Guglielmo explore four questions owners should ask themselves to have a successful liquidity event.

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  • William Blair Unlocking $12 Billion on Behalf of Founder-Owned Businesses

    In 2024, William Blair unlocked $12 billion in sell-side M&A and capital on behalf of founder-owned businesses. Learn more about our expertise and capabilities now.

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  • Neighborhood Entrepreneurship Lab Empowering Small Local Businesses

    Discover the ways William Blair client Bob Crawford Jr. is helping business owners unlock capital, coaching, and connections to strengthen Chicago communities.

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  • Your 2024 and 2025 Tax Reference Guides

    Taxes don’t have to be taxing. Review William Blair’s tax reference guides so you’ll know exactly what to expect and how to prepare when you file your taxes.

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Resources

  • Your 2024 and 2025 Tax Reference Guides

    Taxes don’t have to be taxing. Review William Blair’s tax reference guides so you’ll know exactly what to expect and how to prepare when you file your taxes.

    Read more
  • 2025 Wealth Planning and Philanthropy Strategies

    Last year’s election results have set the stage for significant changes in tax legislation. We explore several strategies you might consider to help you meet your financial, wealth-transfer, and philanthropic goals.

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  • Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked

    As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.

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  • Did You Know? Family Office Solutions, Corporate & Executive Services, Corporate Retirement Services

    Does your family need a family office? Are you an executive interested in trading plans, concentrated stock solutions, or tax mitigation strategies? Are you fulfilling your fiduciary obligations as a plan sponsor?

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  • Did You Know? Borrowing and Lending, Cash Management, and Fixed Income

    From using eligible assets as collateral to accessing cash to reevaluating investment strategies, investors can count on us to activate their capital with purpose and precision.

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  • Did You Know? Philanthropy, Planning, and Pre-Liquidity Capabilities

    From philanthropy strategy and wealth planning to lending and alternative investments, William Blair brings best practices, experience, and a deep subject matter expertise to the discussion.

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  • New Year’s Financial Resolution: Establish Your Automatic Periodic Investment Plan

    Bid farewell to old spending habits and welcome in some savvy ways to save. Usher in the new year by establishing automatic ways to invest in your accounts.

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  • Generational Healthcare and Wealth Preservation Tips

    With the rising costs of today’s healthcare needs and the challenges that social programs such as Medicare may face in coming decades, we provide an array of tips and tactics to help clients of all ages better plan for, and protect, their wealth and well-being.

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References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations. Past performance does not guarantee future results. This is not in any sense a solicitation or offer of the purchase or sale of securities. The factual statements herein have been taken from sources we believe to be reliable, but such statements are made without any representation as to accuracy or completeness or otherwise. Opinions expressed herein are our own unless otherwise stated and are current opinions as of the date appearing in this material only. These materials are subject to change without notice. From time to time, William Blair & Company, L.L.C. or its affiliates may buy and sell the securities referred to herein, may make a market therein, and may have long or short position therein. Prices shown are approximate. This material is distributed in the United Kingdom and European Economic Area (EEA) by William Blair International, Ltd., authorized and regulated by the Financial Conduct Authority (FCA), and is directed only at, and is only made available to, persons falling within Article 9, 38, 47, and 49 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (all such persons being referred to as “relevant persons”). This document is intended for persons regarded as professional investors (or equivalent) and is not to be distributed or passed on to any “retail clients”. No persons other than persons to whom this document is directed should rely on it or its contents or use it as the basis to make an investment decision.

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