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Why Families Are Re-Thinking Generational Wealth
Key Summary: At Prosperity Partners, we help families design generational wealth transfer strategies that reflect their values, family culture, and long-term goals. From multigenerational planning…
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…
The Culture of Readiness: What PE Buyers Look For
Not all revenue is created equal. Buyers don’t just look at topline—they study quality of earnings: ???? Recurring revenue ???? High-margin clients ???? Low churn…
Income Tax Planning with C Corps and QSBS
Most business owners default to LLCs. But when we help families look a few years out — and they’re holding cash or preparing to…
Purchase Price Allocations in Real Estate Transactions: Categorizing Assets, Minimizing Tax, Preparing Form 8594
Event Date: June 16, 2025 John T. Alfonsi, partner at Prosperity Partners, recently served as a featured speaker in a live 110-minute Strafford webinar titled “Purchase…
Forensic Accounting & Valuation Services Conference
Event Date: June 10, 2025 | Troy, MI John T. Alfonsi, Managing Director at Cendrowski Corporate Advisors (a division of Prosperity Partners), was a featured…
The Donor Advised Fund Advantage
Many of our clients want to give back—but they also want to give wisely. Enter the Donor Advised Fund (DAF). It provides an immediate deduction—without…
The State of Readiness
The companies that command top multiples? They’re always ready to sell—even when they’re not trying to. We recommend an annual “State of Readiness” audit: ????…
The reasons valuations fail
One of the worst timing mistakes we see in family offices: Waiting until the Letter of Intent is signed before gifting interests. At that point,…
Don’t Wait Until December to Gift
Every December, we see it. A mad dash to get gifts out before the estate tax window closes. Our clients? They’re already done. Why? Because…