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.
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 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. […]
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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 […]
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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 […]
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