Advantages of Management 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 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.

Common Challenges in Family Office Operations and How Assessments Address Them

Common Challenges in Family Office Operations and How Assessments Address Them

The global surge in wealth has led to a proliferation of family offices and institutions dedicated to protecting and growing family wealth. At Cendrowski Corporate Advisors, we’ve observed that while these offices traditionally focused on wealth management, they now face increasingly complex operational challenges. From intricate tax and regulatory requirements to diverse generational expectations, family […]

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Risk Management Strategies For Family Offices

In this video, Harry Cendrowski tackles a crucial issue for family offices: the mitigation of risk. Listen in as he discusses strategies for a balanced approach that considers both immediate and long-term risks and how to navigate these complex challenges effectively.

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How To Choose Between In House and Outsourced Staff in Family Offices

Making informed decisions about internalizing versus outsourcing involves careful consideration of several factors to protect your family’s assets and ensure efficient, secure operations and that’s what Harry Cendrowski discusses in this video.

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