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.