Succession Planning

Advantages of Buyouts and Compensatory Transfers

In addition to ESOPs and rollups, Cendrowski Corporate Advisors’ tax specialists can also assist with generational management buyouts from past ownership to new 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 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.

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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Are gifts for clients tax deductible?

Tax specialist Catherine Raker answers the question: Are gifts for clients tax deductible? Transcript: Dave Lorenzo: And now it’s time for another Cendrowski Business Minute. With us today, we have Catherine Raker. So Catherine, are gifts for clients tax deductible? Catherine Raker: Well, like everything, there’s an exception and there’s a rule. The maximum limit […]

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John Alfonsi Moderates Pre-Sale Estate and Wealth Planning Panel

At the 2021 Smart Business Dealmaker’s Conference in Chicago, John Alfonsi moderated a discussion titled, “The Complexity of Pre-Sale Estate and Wealth Planning.” Participants on the panel include Pitcairn’s Andy Busser and Mark Petrosky of DP+. “You’ve decided to sell your company, you’ve grown this baby, you’ve nurtured it, now’s the time to sell,” said […]

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