Announcing our new partnership with Prosperity Partnersโ€”find out how this exciting collaboration benefits you!

Strategic Financial Planning Utilizing Interim CFO

Strategic financial planning is critical to the success and growth of any business. Unfortunately, many business owners are too involved in the daily operations of their businesses to spend much (or any) time on strategy. Bringing in an interim CFO, someone with extensive experience in implementing financial discipline and strategy, can help ensure that critical strategic and succession planning takes place and that the operation has a solid foundation for the future.

We help you eliminate unwarranted tax liabilities and avoid costly scrutiny by tax authorities.

Professional Tax Preparation and Filing

Professional tax preparation is an absolute necessity for high-wealth individuals and business owners. Cendrowski Corporate Advisors in metro Detroit and Chicago provide professional tax preparation to ensure maximum tax efficiency. Federal and state governments often require the results of careful research and planning to be displayed throughout tax filings, and CCA ensures those requirements are met.

Bringing in a responsive interim CFO is the right decision when an organization needs assistance with:

  • Ownership retirement
  • Product line diversification
  • Preparing for growth
  • Communicating with potential investors
  • Strategic business decisions
  • Financial discipline
  • Outgrown accounting team

Strategic Succession Planning

A critical part of strategic financial planning is succession planning. An interim CFO listens to client needs and answers important questions like:

  • What will happen to the company if the owners fall ill, retire or die while running the company?
  • Is there a plan to keep the company in the family?
  • If so, when should it happen?
  • Is everyone on board for the transition?
  • If family members are not interested in taking over the organization, what is the succession plan for ownership?
  • What leaders are available to step up when the current executive team moves on, retires, or passes away?
  • Who is ready to handle the dissolution of the business?

Cendrowski Corporate Advisors assists business leaders and Family Offices in taking a proactive approach to leadership succession planning. These conversations help bring clarity to the operation and allow for the thoughtful development of a succession plan.

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This One Thing Will Save You in an Audit

When the IRS shows up, itโ€™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 processโ€”not as an afterthought. That means solid valuations. Clean notes. And zero scrambling.

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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?

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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 […]

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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?

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