At Cendrowski Corporate Advisors, our direct investment due diligence and valuation procedures help our team get the information behind the numbers. We consider aspects like corporate culture, business process maturity, employees’ capabilities, investment process, and other aspects of the business that will impact the company’s value, now and in the future.
Our Expertise in Comprehensive Due Diligence Process and Asset Evaluation
We work with investors to understand their specific objectives, to define investment parameters and an evaluation framework. Our experience includes:
- Performance of due diligence of companies of various sizes and across industries
- Comprehensive background checks of prospective management and co-investors
- Valuation of holdings for purchase price determination and annual tax reporting obligations
- Analysis of intellectual property assets and procedures to safeguard those assets
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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