Announcing our new partnership with Prosperity Partnersโ€”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 businessโ€”one that includes income, gift, and estate valuationโ€”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.

Vertical blurred streaks in shades of brown, beige, and black create an abstract, striped pattern across the image, reminiscent of data flows often seen in financial reporting visuals.
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.

A man in a suit and glasses smiles, next to text reading โ€œCendrowski Shortsโ€ and โ€œWatch Now,โ€ with the Cendrowski Corporate Advisors logo in the top right corner.

The Culture of Readiness: What PE Buyers Look For

Not all revenue is created equal. Buyers donโ€™t just look at toplineโ€”they study quality of earnings: ๐Ÿ‘‰ Recurring revenue ๐Ÿ‘‰ High-margin clients ๐Ÿ‘‰ Low churn Part of your annual readiness check should ask: Which revenue streams increase your multiple? Which ones hold you back?

Read More
A man in a suit and glasses smiles, next to text reading โ€œCendrowski Shortsโ€ and โ€œWatch Now,โ€ with the Cendrowski Corporate Advisors logo in the top right corner.

Income Tax Planning with C Corps and QSBS

  Most business owners default to LLCs. But when we help families look a few years out โ€” and theyโ€™re holding cash or preparing to sell โ€” C-Corp structures often come out ahead. Why? ๐Ÿ”นFlat 21% corporate tax rate ๐Ÿ”นQSBS exemption (if qualified) ๐Ÿ”นStrategic reinvestment opportunities You donโ€™t need a calculator to know which one […]

Read More
A promotional graphic for a Strafford webinar on real estate transaction allocations, featuring speaker John T. Alfonsi, hosted by Prosperity Partners.

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 titledย โ€œPurchase Price Allocations in Real Estate Transactions: Categorizing Assets, Minimizing Tax, Preparing Form 8594.โ€ The session provided in-depth guidance on one of the most nuanced and often contested aspects of real […]

Read More

Let's Collaborate

Opportunities donโ€™t happen, you create them. The same is true for well-informed business decisions.

How can we collaborate with you and your team?

Cendrowski Corporate Advisors needs the information you provide to us to contact you about our services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

* indicates required fields

Scroll to Top