In addition to ESOPs and rollups, Cendrowski Corporate Advisors’ tax specialists can also assist with generational management buyouts from past ownership to new company owners or middle management using tax-efficient strategies, including compensatory transfers like non-qualified stock options and carried interests.
Cendrowski Corporate Advisors has assisted businesses with tax-efficient “nonqualified” deferred compensation strategies, i.e., plans other than IRAs or 401(k)s. We have collaborated with counsel in developing plans which meet the qualifications of IRC 409A compliance in order to avoid the excise tax levied on plans that fail to comply with the rigors of section 409A compliance.
Client Success Story: Creating a Tax-Efficient Stock Acquisition Program
Cendrowski Corporate Advisors was engaged by a professional services firm to establish a succession plan for the middle management of the company, who were to acquire the interests of the senior management shareholders. Along with corporate counsel, our team developed a tax-efficient stock acquisition program. The management buyout plan, which included assistance locating alternatives to seller financing, served as the basis for transitioning ownership of the professional services firm from one generation to the next.
How to Invest in REITs: A Strategic Guide for Building Long-Term Wealth
Real estate investing doesn’t always mean buying property. For high-net-worth individuals, family offices, and private enterprises, investing in a Real Estate Investment Trust (REIT) can offer an efficient, diversified, and income-generating way to access real estate markets, without the complexity of direct ownership. But how do you invest in a REIT the right way? And […]
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Don’t invest in headlines—invest in what’s happening on the ground
Headlines don’t tell you the full story. While optimism around Europe is growing, the real picture depends on what’s happening within each country, sector, and company. Civil unrest, policy shifts, and local dynamics matter more than global narratives. Real investing starts with real research—on the ground, not on the front page.
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Public debt just had about $207B issued—and it was oversubscribed
While the private credit market shows cracks, the public debt side is booming. In September alone, over $207 billion in public debt was issued — and it was oversubscribed. Watch the short video where Harry Cendrowski break down the contrast between private and public credit markets and what it signals for investors and family offices.
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