Family Office Advisory

Direct Investment Due Diligence and Valuation

At Cendrowski Corporate Advisors, our 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, and other aspects of the business that will impact the company’s value, now and in the future.

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

John Alfonsi to Speak at Sept. 28, 2022 Strafford Live Webinar on Capital Accounts

CCA’s John Alfonsi will speak at the upcoming Strafford live webinar, “Capital Accounts: 704(b) vs. GAAP vs. Tax Basis, Comparing and Contrasting Annual Allocations,” on Wednesday, September 28, 2022 from 1:00 pm-2:50 pm EDT. Properly maintaining partners’ capital accounts may be the most critical aspect of partnership taxation. Among some of the topics covered will […]

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Are gifts for clients tax deductible?

Tax specialist Catherine Raker answers the question: Are gifts for clients tax deductible? Transcript: Dave Lorenzo: And now it’s time for another Cendrowski Business Minute. With us today, we have Catherine Raker. So Catherine, are gifts for clients tax deductible? Catherine Raker: Well, like everything, there’s an exception and there’s a rule. The maximum limit […]

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John Alfonsi Moderates Pre-Sale Estate and Wealth Planning Panel

At the 2021 Smart Business Dealmaker’s Conference in Chicago, John Alfonsi moderated a discussion titled, “The Complexity of Pre-Sale Estate and Wealth Planning.” Participants on the panel include Pitcairn’s Andy Busser and Mark Petrosky of DP+. “You’ve decided to sell your company, you’ve grown this baby, you’ve nurtured it, now’s the time to sell,” said […]

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