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.

accounting papers that show business valuation

How To Calculate Business Valuation

Knowing your company’s worth provides critical insight for making strategic decisions and charting the optimal path forward. However, accurately valuing a business requires in-depth financial analysis using proven approaches. While quick online calculators can generate ballpark figures, serious leaders turn to the main valuation methodologies accepted by the finance community. Mastering these techniques helps set […]

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Corporate Transparency Act Webinar

Corporate Transparency Act Webinar: Prepare Your Business for a New Era of Corporate Governance | December 5th, 2023

The Corporate Transparency Act, commonly referred to as the CTA, is a significant piece of legislation that impacts businesses across the United States. With an enforcement deadline of January 1, 2024, it’s essential for businesses, including LLCs and small businesses, to grasp the implications of this act and take proactive steps to comply with its […]

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Business valuation paperwork next to a computer

What is Business Valuation, and Why Does it Matter?

What is your business worth if you sold it today? Many owners can only hazard a guess when asked this question. Read on to understand business valuation and why it provides critical insights for owners, investors, and leadership teams. What is Business Valuation? Business valuation establishes a company’s economic worth at a point in time. […]

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