Skip to content
Make a Payment
Make a Payment

(866) 717-1607

Cendrowski Corporate Advisors Logo
  • What We Do
    • Content
      Tax
      Advisory
      Outsourced Accounting & Finance
      Tax
      Tax Overview

      Business Tax Services

      • Tax Planning Strategies
      • Tax Planning & Compliance
      • Wealth Transfer & Business Succession Planning
      • Cost Segregation Studies
      • Small Business Stock Gain Exclusion
      • Opportunity Zones Planning
      • Qualified Small Business Stock Planning
      • Tax Controversy
      • Transfer Pricing

      High Net Worth Tax Services

      • Family Office Tax Structuring & Compliance
      • Generational Succession Planning
      • Gift & Estate Planning
      • Tax Structuring & Compliance

      Real Estate Tax Services

      • Entity Structuring and Tax Compliance
      • REIT/UPREIT Structuring

      International Tax

      • Expatriation Compliance
      • Financial Asset Disclosure
      • Tax Planning & Compliance for Foreign Assets

      Succession Planning

      • ESOP Planning
      • RollUps/UPREITS
      • Buyouts & Compensatory Transfers
      Advisory
      Advisory Overview

      Business Valuation Services

      • Financial Reporting
      • Income, Estate & Gift Valuations
      • Intellectual Property Valuations
      • Marital Dispute Valuations
      • Mergers & Acquisitions Valuations
      • Shareholder Dispute Valuations

      Dispute Advisory

      • Economic Damages Services
      • Expert Witness Testimony
      • Forensic Accounting
      • Financial Disputes & Investigations
      • Marital Dissolution
      • Receivership Services
      • Shareholder Disputes

      Due Diligence

      • Cybersecurity
      • Enhanced Customer Due Diligence
      • Operational Assessments

      Family Office Advisory

      • Direct Investment Due Diligence and Valuation
      • Family Governance & Succession Planning
      • Family Office Operational Assessments
      • Operational Assessments for Portfolio Companies

      Cannabis Services

      • Background Investigations
      • Entity Formation & Startup
      • MMFLA State License Application
      • Tax Return Preparation

      Private Equity/Venture Capital Advisory

      • Back Office Services
      • Background Investigations
      • Due Diligence
      • Tax Structuring & Compliance

      Risk Management Services

      • AML Compliance
      • Crisis Management
      • Cybersecurity
      • Enterprise Risk Management
      • Governance Advisory
      Outsourced Accounting & Finance
      Outsourced Accounting & Finance Overview

      Interim CFO

      • Strategic Planning
      • Accounting Systems Review/Analysis
      • Succession Planning

      Outsourced Family Office Services

      • Back Office Support
      • Philanthropic Planning & Administration
      • Family Governance & Succession Planning

      Client Accounting Services

      Tax Outsourcing

  • Who We Serve
    • Content
      Who We Serve Overview

      Family Office

      Private Companies

      Public Companies

      Government Agencies

      Not-for-Profit Organizations

      Cannabis

      Construction

      Estates, Trusts & Private Foundations

      Financial Services

      Hospitality

      Legal

      Private Equity and Venture Capital

      Professional Services

      Real Estate

      Technology

      Cendrowski_Header-Images_RealEstate_CAllOut

      Real Estate Focused Expertise

      Our real estate specialists can assist you with alternative planning techniques, provide advice on transaction structuring, scrutinize tax returns prepared by other firms, and more.

      Learn More
      OS_IntrimCEO_Succession_CallOut

      Simplifying Equity and Ownership in Construction

      Collaborate with our consultants to simplify the process of using an ESOP to tailor a strong succession plan, build wealth with equity and ownership, boost recruiting and client retention, and more.

      Learn More
  • About Us
    • Team
      • Harry Cendrowski
      • John T. Alfonsi
      • Kristina M. Borsheim
      • James P. Martin
      • Walter M. McGrail
      • Maureen A. Nulty
      • Louis W. Petro
      • Catherine Raker
      • James F. Schultz
      • Kaitlyn E. Smith
    • Alliances
    • Careers
    • Books
  • Perspectives
  • Get in Touch
  • What We Do
    • Tax
      • Business Tax Services
        • Tax Planning Strategies
        • Tax Planning & Compliance
        • Wealth Transfer & Business Succession Planning
        • Cost Segregation Studies
        • Small Business Stock Gain Exclusion
        • Opportunity Zones Planning
        • Qualified Small Business Stock Planning
        • Tax Controversy
        • Transfer Pricing
      • High Net Worth Tax Services
        • Family Office Tax Structuring & Compliance
        • Generational Succession Planning
        • Gift & Estate Planning
        • Tax Structuring & Compliance
      • Real Estate Tax Services
        • Entity Structuring and Tax Compliance
        • REIT/UPREIT Structuring
      • International Tax
        • Expatriation Compliance
        • Financial Asset Disclosure
        • Tax Planning & Compliance for Foreign Assets
      • Succession Planning
        • ESOP Planning
        • RollUps/UPREITS
        • Buyouts & Compensatory Transfers
    • Advisory
      • Business Valuation Services
        • Financial Reporting
        • Income, Estate & Gift Valuations
        • Intellectual Property Valuations
        • Marital Dispute Valuations
        • Mergers & Acquisitions Valuations
        • Shareholder Dispute Valuations
      • Dispute Advisory
        • Economic Damages Services
        • Expert Witness Testimony
        • Forensic Accounting
        • Financial Disputes & Investigations
        • Marital Dissolution
        • Receivership Services
        • Shareholder Disputes
      • Due Diligence
        • Cybersecurity
        • Enhanced Customer Due Diligence
        • Operational Assessments
      • Family Office Advisory
        • Direct Investment Due Diligence and Valuation
        • Family Governance & Succession Planning
        • Family Office Operational Assessments
        • Operational Assessments for Portfolio Companies
      • Cannabis Services
        • Background Investigations
        • Entity Formation & Startup
        • MMFLA State License Application
        • Tax Return Preparation
      • Private Equity/Venture Capital Advisory
        • Back Office Services
        • Background Investigations
        • Due Diligence
        • Tax Structuring & Compliance
      • Risk Management Services
        • AML Compliance
        • Crisis Management
        • Cybersecurity
        • Enterprise Risk Management
        • Governance Advisory
    • Outsourced Accounting & Finance
      • Interim CFO
        • Strategic Planning
        • Accounting Systems Review/Analysis
        • Succession Planning
      • Outsourced Family Office Services
        • Back Office Support
        • Philanthropic Planning & Administration
        • Family Governance & Succession Planning
      • Client Accounting Services
      • Tax Outsourcing
  • Who We Serve Overview
    • Family Offices
    • Private Companies
    • Public Companies
    • Government Agencies
    • Not-for-profit Organizations
    • Cannabis
    • Construction
    • Estates, Trusts & Private Foundations
    • Financial Services
    • Hospitality
    • Legal
    • Private Equity and Venture Capital
    • Professional Services
    • Real Estate/REITs
    • Technology
  • About Us
    • Team
      • Cendrowski
      • Maureen A. Nulty
      • John T. Alfonsi
      • James P. Martin
      • Walter M. McGrail
      • James F. Schultz
    • Alliances
    • Careers
  • Get in Touch
Make a Payment
Make a Payment
Cendrowski Corporate Advisors Logo
  • What We Do
    • Tax
      • Business Tax Services
        • Tax Planning Strategies
        • Tax Planning & Compliance
        • Wealth Transfer & Business Succession Planning
        • Cost Segregation Studies
        • Small Business Stock Gain Exclusion
        • Opportunity Zones Planning
        • Qualified Small Business Stock Planning
        • Tax Controversy
        • Transfer Pricing
      • High Net Worth Tax Services
        • Family Office Tax Structuring & Compliance
        • Generational Succession Planning
        • Gift & Estate Planning
        • Tax Structuring & Compliance
      • Real Estate Tax Services
        • Entity Structuring and Tax Compliance
        • REIT/UPREIT Structuring
      • International Tax
        • Expatriation Compliance
        • Financial Asset Disclosure
        • Tax Planning & Compliance for Foreign Assets
      • Succession Planning
        • ESOP Planning
        • RollUps/UPREITS
        • Buyouts & Compensatory Transfers
    • Advisory
      • Business Valuation Services
        • Financial Reporting
        • Income, Estate & Gift Valuations
        • Intellectual Property Valuations
        • Marital Dispute Valuations
        • Mergers & Acquisitions Valuations
        • Shareholder Dispute Valuations
      • Dispute Advisory
        • Economic Damages Services
        • Expert Witness Testimony
        • Forensic Accounting
        • Financial Disputes & Investigations
        • Marital Dissolution
        • Receivership Services
        • Shareholder Disputes
      • Due Diligence
        • Cybersecurity
        • Enhanced Customer Due Diligence
        • Operational Assessments
      • Family Office Advisory
        • Direct Investment Due Diligence and Valuation
        • Family Governance & Succession Planning
        • Family Office Operational Assessments
        • Operational Assessments for Portfolio Companies
      • Cannabis Services
        • Background Investigations
        • Entity Formation & Startup
        • MMFLA State License Application
        • Tax Return Preparation
      • Private Equity/Venture Capital Advisory
        • Back Office Services
        • Background Investigations
        • Due Diligence
        • Tax Structuring & Compliance
      • Risk Management Services
        • AML Compliance
        • Crisis Management
        • Cybersecurity
        • Enterprise Risk Management
        • Governance Advisory
    • Outsourced Accounting & Finance
      • Interim CFO
        • Strategic Planning
        • Accounting Systems Review/Analysis
        • Succession Planning
      • Outsourced Family Office Services
        • Back Office Support
        • Philanthropic Planning & Administration
        • Family Governance & Succession Planning
      • Client Accounting Services
      • Tax Outsourcing
  • Who We Serve Overview
    • Family Offices
    • Private Companies
    • Public Companies
    • Government Agencies
    • Not-for-profit Organizations
    • Cannabis
    • Construction
    • Estates, Trusts & Private Foundations
    • Financial Services
    • Hospitality
    • Legal
    • Private Equity and Venture Capital
    • Professional Services
    • Real Estate/REITs
    • Technology
  • About Us
    • Team
      • Cendrowski
      • Maureen A. Nulty
      • John T. Alfonsi
      • James P. Martin
      • Walter M. McGrail
      • James F. Schultz
    • Alliances
    • Careers
  • Get in Touch

Business Tax Services

Home » Services » Tax Services » Business Tax Services » Wealth Transfer & Business Succession Planning

Wealth Transfer and Business Succession Planning

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 planning 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.

John Alfonsi and 2023 Mid-market Deal Maker Symposium

John Alfonsi Panelist at the 2023 Mid-Market Deal Makers Symposium

Join us in congratulating John Alfonsi on being selected as a Panelist at the 2023 Mid-Market Deal Makers Symposium on January 10th – 13th. This year’s exclusive symposium for Deal Makers members will be held at the luxurious SLS South Beach in Miami, Florida. Deal Makers members are coming together for networking, education, and fun. […]

Read More
GGI World Conference Recap

GGI World Conference Recap

Attending GGI World Conference is just one way we expand our knowledge. We also broaden our access to an extensive network of expertise and contacts through GGI Global Alliance. That opens a world of resources to benefit you. Harry Cendrowski attended Montreal’s GGI World Conference as global chair of the GGI Trust & Estate Planning […]

Read More
GGI World Conference Recap

October 2022 Smart Business Dealmakers Conference: Chicago

Join Harry Cendrowski on Wednesday, October 12, 2022 at the SMART BUSINESS Dealmakers CONFERENCE in Chicago. Cendrowski Corporate Advisors returns to this fall conference as a sponsor and host committee member. In a session presented by Cendrowski Corporate Advisors and Alex. Brown (a division of Raymond James), Harry moderates a lively discussion on creating liquidity […]

Read More
TAP INTO OUR PERSPECTIVES

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

This field is for validation purposes and should be left unchanged.

Cendrowski Corporate Advisors Logo
  • What We Do
  • Who We Serve
  • About Us
  • Perspectives
  • Get in Touch
  • Make a Payment
Chicago

180 N Lasalle Street
Suite 3000
Chicago, IL 60601

(866) 717-1607

Directions

Bloomfield Hills/Detroit

4111 Andover Road West
Third Floor
Bloomfield Hills, MI 48302

(866) 717-1607

Directions

Copyright © 2022 Cendrowski Corporate Advisors    |   Privacy Policy

GGI Independent Member

GGI Independent Member

AICPA

AICPA

Illinois CPA Society

Illinois CPA Society

MICPA

MICPA

ACFE Associate Member

ACFE Associate Member

Start typing and press enter to search