A critical aspect of strategic planning for privately-owned businesses is succession planning. Cendrowski Corporate Advisors professionals foster client relationships, from how and when to transfer ownership, to determining the most efficient tax structure for the transaction, making the proper decisions is the best way to ensure the financial interests of the business owners are protected.
A few questions to consider: What will happen to the organization if the leaders or owners retire or die while in charge of the company? Is there a goal of keeping the company in the family? If so, when should the transition happen, and is everyone on board with the decision making? Is there a tax-efficient wealth transfer plan in place? Is there an interest in selling to the employees?
Our team assists corporate leaders in taking a proactive approach to strategic succession planning by cultivating solutions tailored to their needs. These conversations help bring clarity to the operation and allow for the thoughtful development of a succession plan.
ESOP Succession Planning
Our experienced interim CFOs work with business owners to help establish a succession plan that’s beneficial to them and their employees. In some cases, selling to an employee stock ownership plan (ESOP) may be the right solution. An ESOP protects the employment of valued workers while also allowing the business owner to maintain control.
Learn more about the benefits of Qualified Small Business Stock Planning/ESOPs as a tax planning strategy.
Client Success: Successful Transition Planning
Cendrowski Corporate Advisors created a tax-efficient transition plan for a multi-generational family company. Our team addressed both ownership and operations, transferring both to the next generation. Our knowledge and experience with Real Estate Investment Trusts or REITs played a significant role in the success of the transition.
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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The Culture of Readiness: What PE Buyers Look For
Not all revenue is created equal. Buyers don’t just look at topline—they study quality of earnings: 👉 Recurring revenue 👉 High-margin clients 👉 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 — and they’re holding cash or preparing to sell — C-Corp structures often come out ahead. Why? 🔹Flat 21% corporate tax rate 🔹QSBS exemption (if qualified) 🔹Strategic reinvestment opportunities You don’t need a calculator to know which one […]
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