Cendrowski Corporate Advisors’ Business Succession Plan Services
Before transferring wealth, consult first with the Cendrowski Corporate Advisors team. Our advisors bring to the table specific expertise tailored to client needs that helps ensure you achieve your economic goals with maximum tax efficiency.
Our business valuation professionals can:
- Help determine the value of your business and investment interests for estate and gift tax purposes.
- Assist in establishing the values used in gifting and business succession plans.
- Provide transactional analysis in a responsible and timely manner with economic consideration as a priority.
- Implement business succession plan solutions like ESOPs and UPREITs to help sustain wealth and develop stability for your future organizational plans.
We create efficiencies for taxable estates and determine the capital requirements necessary to sustain operations and grow future revenue streams for your organization or funds.
Client Success: A Unique Business Succession Strategy
Our client required a business succession and tax strategy that provided retention of control, access to capital, long-term liquidity, and monetizing highly-appreciated real estate assets, all on a non-taxable basis. The Cendrowski Corporate Advisors team crafted a unique succession strategy, the Umbrella Partnership Real Estate Investment Trust, or UPREIT.
Along with legal and other financial professional service teams, Cendrowski Corporate Advisors was integral in developing the Umbrella Partnership Real Estate Investment Trust, or UPREIT.
What is an UPREIT?
An UPREIT is a REIT structure that allows property owners to exchange their property for share ownership in the company. This also means they could have access to public capital markets without giving up control of assets, and offers effective estate liquidity planning with no income tax expense.
Why Opportunity Zones Lost Their Shine
A few years ago, Opportunity Zones were everywhere. But here’s the truth: great tax incentives can’t fix poor investments. Today, the smartest family offices start with this question: “Would I want to own this asset even without the OZ perks?” If the answer is no, walk away.
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Why Families Are Re-Thinking Generational Wealth
One of the most meaningful conversations we have with clients: “Should we give the next generation everything?” Many say no. Not because they’re stingy—because they value purpose. Legacy isn’t about how much you transfer. It’s about how much you teach.
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This One Thing Will Save You in an Audit
When the IRS shows up, it’s too late to prepare. The best defense? Documentation done before the deal. Every family office we advise hears the same thing: Build defensibility into the process—not as an afterthought. That means solid valuations. Clean notes. And zero scrambling.
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