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.

InContext Advisors and Cendrowski Corporate Advisors

InContext Advisors and Cendrowski Corporate Advisors Forge Strategic Partnership to Elevate Wealth Management Services Joining Forces to Provide Unparalleled Expertise in Governance, Financial Planning, and Tax Strategies Tailored for High-Net-Worth Clients CHICAGO, April 30, 2024: InContext Advisors, LLC, an Independent Multi-Family Office, and Cendrowski Corporate Advisors (“CCA”), a Family Office Tax Structuring and Compliance Services […]

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The Benefit of the Long View

In this video, Harry Cendrowski uncovers the critical importance of long-term investment strategies over short-term gains as he talks about the repercussions of hasty decisions that are sometimes made around investments.

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What Happens When You Get to the Point of Illiquidity

In this video, Harry Cendrowski explores the intricate dynamics of family office investments and the complexities that arise when liquidity issues impact partnership structures. More specifically, there are specialized firms offering buyout opportunities for family offices facing liquidity constraints, reshaping the landscape of private investments.

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