Business Succession Planning, Tax Planning, and Wealth Transfer Consulting

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.

Qualified Small Business Stock Planning

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.

InContext Advisors and Cendrowski Corporate Advisors

InContext Advisors and Cendrowski Corporate Advisors Forge Strategic Partnership to Elevate Wealth Management Services Joining Forces to Provide Unparalleled Expertise in Governance, Financial Planning, and Tax Strategies Tailored for High-Net-Worth Clients CHICAGO, April 30, 2024: InContext Advisors, LLC, an Independent Multi-Family Office, and Cendrowski Corporate Advisors (“CCA”), a Family Office Tax Structuring and Compliance Services […]

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cendrowski shorts

The Benefit of the Long View

In this video, Harry Cendrowski uncovers the critical importance of long-term investment strategies over short-term gains as he talks about the repercussions of hasty decisions that are sometimes made around investments.

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cendrowski shorts

What Happens When You Get to the Point of Illiquidity

In this video, Harry Cendrowski explores the intricate dynamics of family office investments and the complexities that arise when liquidity issues impact partnership structures. More specifically, there are specialized firms offering buyout opportunities for family offices facing liquidity constraints, reshaping the landscape of private investments.

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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?

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