Cendrowski Corporate Advisors’ Business Succession Plan Services
Before transferring wealth, consult first with the Cendrowski Corporate Advisors team. Our advisors bring to the table specific expertise tailored to client needs that helps ensure you achieve your economic goals with maximum tax efficiency.
Our business valuation professionals can:
- Help determine the value of your business and investment interests for estate and gift tax purposes.
- Assist in establishing the values used in gifting and business succession plans.
- Provide transactional analysis in a responsible and timely manner with economic consideration as a priority.
- Implement business succession plan solutions like ESOPs and UPREITs to help sustain wealth and develop stability for your future organizational plans.
We create efficiencies for taxable estates and determine the capital requirements necessary to sustain operations and grow future revenue streams for your organization or funds.
Client Success: A Unique Business Succession Strategy
Our client required a business succession and tax strategy that provided retention of control, access to capital, long-term liquidity, and monetizing highly-appreciated real estate assets, all on a non-taxable basis. The Cendrowski Corporate Advisors team crafted a unique succession strategy, the Umbrella Partnership Real Estate Investment Trust, or UPREIT.
Along with legal and other financial professional service teams, Cendrowski Corporate Advisors was integral in developing the Umbrella Partnership Real Estate Investment Trust, or UPREIT.
What is an UPREIT?
An UPREIT is a REIT structure that allows property owners to exchange their property for share ownership in the company. This also means they could have access to public capital markets without giving up control of assets, and offers effective estate liquidity planning with no income tax expense.
Active vs Passive Management
A tech entrepreneur just sold his company for over $1 billion. His kids are 7 and 5. And he’s already sent 16-page questionnaires to every portfolio manager he’s interviewing. This is the new face of family office investing – young entrepreneurs who want to be hands-on, not just relationship managers. They’re up at 4 AM […]
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The State of Readiness – Cendrowski Corporate Advisors
The companies that command top multiples? They’re always ready to sell—even when they’re not trying to. We recommend an annual “State of Readiness” audit: 👉 Is your data room updated? 👉 Are your KPIs benchmarked? 👉Is your team prepared for due diligence? Buyers notice. So does value.
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John Alfonsi Speaks at the Chicago Dealmaker’s Conference
October 16, 2025 | Chicago, IL John T. Alfonsi, Partner at Prosperity Partners, was a featured panelist at the Chicago Dealmaker’s Conference, held at the Union League Club of Chicago. In the session titled “From Ownership to Outcome: How to Best Prepare for Your Liquidity Event,” John joined a panel of seasoned business leaders to discuss how […]
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