Family Governance and Succession Planning Services

Family governance is a term used to describe the structured way that high-net-worth families guide their relationships with the family business. With many companies requiring multiple generations to work together, solid succession planning can strengthen family relationships, family members’ connections to the business, and the business itself.

Unique Challenges of Family-Owned Businesses

Family-owned businesses face unique challenges. Beyond financial intricacies, events like generational transitions or external crises can trigger disruptions inside the family business. Family dynamics can also derail strategic plans. Balancing these events with family values through family governance and preserving the company for the next generation can be quite a juggling act.

Family dynamics can also derail strategic plans.

Balancing these events with family values through family governance and preserving the company for the next generation can be quite a juggling act.

How CCA Advisors Can Help With Your Family Business Succession Plan

Cendrowski Corporate Advisors regularly engages with family businesses to provide family governance and succession planning. We specialize in working with family enterprises—both large and small—to help them create family governance structures for sustainable long-term success. Our trusted advisors help our clients navigate the complexities of family business to minimize disruptions and maximize profits.

A well-developed family business governance structure can serve both the family and the business by providing a framework for managing decision-making, conflict, and communication.

UPREITs: Unique Real Estate Investment Structures title on tax documents

UPREITs: Unique Real Estate Investment Structures

Real estate investors always seek opportunities to build, diversify, and maximize their property portfolios. One increasingly popular but complex structure – the UPREIT or umbrella partnership real estate investment trust – offers unique tax incentives for contributing property in exchange for ownership shares. But UPREITs require navigating intricate partnership agreements and tax considerations. This guide […]

Read More
woman calculating her business's value on her couch

Key Components of Business Valuation: Exploring the Methods and Approaches

Business valuation is crucial for establishing deal terms and pricing during mergers, acquisitions, or capital-raising activities. An objective company valuation provides the foundation for negotiations. When selling a business, owners want to maximize the sale price while minimizing tax implications. For potential buyers, smart deal pricing is essential. Accurately valuing a company is essential for […]

Read More
accounting papers that show business valuation

How To Calculate Business Valuation

Knowing your company’s worth provides critical insight for making strategic decisions and charting the optimal path forward. However, accurately valuing a business requires in-depth financial analysis using proven approaches. While quick online calculators can generate ballpark figures, serious leaders turn to the main valuation methodologies accepted by the finance community. Mastering these techniques helps set […]

Read More

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?

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