Direct Investment Due Diligence and Valuation

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
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How Can Family Offices Get More Real Time Visibility

It’s essential for family offices to adopt a comprehensive insight approach to truly understand their financial trajectory. Many offices operate with budgets that simply increase annually without scrutinizing their spending. Listen in as Harry Cendrowski discusses how family offices can significantly enhance their real-time visibility by implementing KPIs and other robust reporting mechanisms.

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Expert Tips on Portfolio Rebalancing For Family Offices

When it comes to managing family office portfolios, rebalancing is essential. It’s not just about reacting to market conditions, but also aligning with the long-term goals of the family. The reality is, there will be unforeseen challenges, or “storms,” ahead, making it crucial to adjust the portfolio periodically.

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GGI North American Regional Conference

May 30, 2024 – June 2, 2024 Cleveland, OH Walter M. McGrail, a Managing Director with Cendrowski Corporate Advisors, recently presented before GGI’s Trust & Estate Planning (TEP) Practice Group at the North American Regional Conference in Cleveland, OH. His presentation – “Recent Estate Tax Experiences from a Tax Accountant’s Viewpoint” – offered a high-level […]

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