Tax Services

Specialists in Generational Succession Planning

The health and legacy of your business or family office depends on strong generational succession planning. At Cendrowski Corporate Advisors, we work closely with clients to create a vision for the future of their family, business and wealth.

When a business faces times of transition, such as when a key officer decides to retire or passes away, our advisors are here to present all of the succession planning options available to you. We help you shape a unique plan that provides continuity and stability during the stress of change.

Ideally, a generational succession plan should be put in place well before it is needed. Our team helps you engage the next generation of leaders, facilitating the transition of knowledge and responsible ownership. Cendrowski Corporate Advisors offers a range of succession planning solutions including ESOP planning, rollups, buyouts and compensatory transfers.

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John Alfonsi to Speak at Sept. 28, 2022 Strafford Live Webinar on Capital Accounts

CCA’s John Alfonsi will speak at the upcoming Strafford live webinar, “Capital Accounts: 704(b) vs. GAAP vs. Tax Basis, Comparing and Contrasting Annual Allocations,” on Wednesday, September 28, 2022 from 1:00 pm-2:50 pm EDT. Properly maintaining partners’ capital accounts may be the most critical aspect of partnership taxation. Among some of the topics covered will […]

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Older man in a business suit looking at a laptop with two young professionals

Succession Planning Difficulties Faced by Family Offices Today

Is your business ready for the next generation? Succession planning for a family who starts a successful business has its own set of complicated issues. One family had embedded their family office in their business of real estate construction and ownership of commercial property. The patriarch’s selection of a younger female sibling started a family […]

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Older man sitting with two young professionals looking at paperwork

Why You Need to Build Transferable Value in Your Business

What is your business worth without you? One family operating business owner wanted to sell the business. The next generation of the family was too young to contribute to operating the business. When the owner consulted with an investment banker he was convinced by the banker he could sell the business to a strategic buyer […]

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