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.
Talent Retention Strategies for Family Offices
Success in family office talent retention rests on three pillars: competitive compensation, positive workplace culture, and clear protocols for managing family dynamics. Watch to understand why your best executives aren’t just asking about salary – they’re asking how you handle family differences. #LIVideo #FamilyOffice #Advisor
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How to Manage Insider Threats Without Breaking Trust
The best defense against insider threats in your family office isn’t just protocols – it’s creating a culture of open communication and meaningful engagement. Watch to learn how to build trust while protecting your family’s interests. #LIVideo #FamilyOffice #Advisor
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Death of a Partner or Shareholder: Tax Implications and Planning Opportunities
This 110-minute CPE webinar, originally held on February 20, 2025, provides in-depth insights into the tax implications and planning strategies businesses must consider following the death of a partner or shareholder. Led by Walter M. McGrail, Managing Director at Cendrowski Corporate Advisors, the session covers essential topics such as transferring ownership interests, planning for tax-saving opportunities, […]
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