Announcing our new partnership with Prosperity Partners—find out how this exciting collaboration benefits you!

Income, Gift, & Estate Valuation for Family Business Succession Planning

The trusted advisors at Cendrowski Corporate Advisors can help you tackle the complexities of succession planning, gift, and estate valuation, along with all tax reporting. We are here to create solutions tailored to your needs while defending against scrutiny from the IRS.

Succession Plans - Income, Estate, and Gift Valuation

Having a succession plan in place for your business—one that includes income, gift, and estate valuation—is vital to every private enterprise and inevitably proves beneficial to both owners and employees.

The Cendrowski Corporate Advisors valuation team can help ensure that your succession plan provides fiscally advantageous and tax-efficient strategies.

When we work with an organization to create a succession plan, we begin by conducting required analyses of income, estate, and gift valuations. Then, we recommend options best suited to the business and its unique circumstances. These could include traditional methods of transferring ownership like gifting or selling to a third party, or alternative structures. For example, selling to an employee stock ownership plan, or ESOP, allows owners to retain control of business decisions and operations while protecting the employment of valued workers.

What Is an ESOP Succession Plan?

An ESOP succession plan beneficial to both owners and employees can be an effective succession planning solution, or a qualified retirement plan. Selling to an employee stock ownership plan (ESOP) allows owners to retain control of business decisions and operations while protecting the employment of valued workers.

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Client Success: Estate Valuation for Tax Efficiency

Cendrowski Corporate Advisors performed a valuation of a property management company and accompanying side business activity for estate tax purposes. We were invited to attend meetings regarding the next generation. Our specialists recognized severe shortcomings in the estate tax planning and its impact on the existing entities outside of the scope of the engagement. We discovered a shortfall in the valuation of a real estate appraisal, federal tax returns filed for numerous partnerships that omitted proper step-up in basis at several entity levels, and the first estate income tax return had classified an ordinary loss as a currently unusable passive activity loss. Further, there was an overstatement of revenue. Due to our diligence, corrections were made, resulting in a substantial reduction in annual income taxes on a future sale and a cash tax savings annually for several years of approximately $500,000.

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Active vs Passive Management

A tech entrepreneur just sold his company for over $1 billion. His kids are 7 and 5. And he’s already sent 16-page questionnaires to every portfolio manager he’s interviewing. This is the new face of family office investing – young entrepreneurs who want to be hands-on, not just relationship managers. They’re up at 4 AM […]

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The State of Readiness – Cendrowski Corporate Advisors

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: 👉 Is your data room updated? 👉 Are your KPIs benchmarked? 👉Is your team prepared for due diligence? Buyers notice. So does value.

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Promotional image for the Chicago Dealmakers Conference featuring speaker John T. Alfonsi and the topic "From Ownership to Outcome: How to Best Prepare for Your Liquidity Event.

John Alfonsi Speaks at the Chicago Dealmaker’s Conference

October 16, 2025 | Chicago, IL John T. Alfonsi, Partner at Prosperity Partners, was a featured panelist at the Chicago Dealmaker’s Conference, held at the Union League Club of Chicago. In the session titled “From Ownership to Outcome: How to Best Prepare for Your Liquidity Event,” John joined a panel of seasoned business leaders to discuss how […]

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Let's Collaborate

Opportunities don’t happen, you create them. The same is true for well-informed business decisions.

How can we collaborate with you and your team?

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