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.
Privacy Is the Ultimate Currency: Why Sophisticated Family Offices Protect Their Networks
For many high-functioning family offices, privacy is not simply a preference — it is a strategic asset. While traditional risk management focuses on asset allocation, diversification, and market exposure, sophisticated family offices understand that some of the most significant risks come from people, information flow, and access to decision-makers. In many ways, the most […]
The New Private Equity Landscape: Why Family Offices Are Reshaping Capital in 2026
Private equity has changed. The leverage-heavy, exit-driven model that dominated the 2010s is no longer the only path — and in many cases, it’s no longer the preferred one. In 2026, family offices are playing a much larger role in private equity, private credit, and direct investments. Unlike traditional funds operating within fixed timelines, […]
Why Cold Emails to Family Offices Get Deleted — And What Actually Works
Family offices receive a constant stream of unsolicited pitch decks. Most are deleted within seconds. The reason is not lack of capital. It is lack of trust. Family offices operate differently from institutional investment firms. They often have lean teams, highly specific investment mandates, and a strong preference for relationship-driven deal flow. Cold outreach […]