Cendrowski Corporate Advisors’ Business Succession Plan Services
Before transferring wealth, consult first with the Cendrowski Corporate Advisors team. Our advisors bring to the table specific expertise tailored to client needs that helps ensure you achieve your economic goals with maximum tax efficiency.
Our business valuation professionals can:
- Help determine the value of your business and investment interests for estate and gift tax purposes.
- Assist in establishing the values used in gifting and business succession plans.
- Provide transactional analysis in a responsible and timely manner with economic consideration as a priority.
- Implement business succession plan solutions like ESOPs and UPREITs to help sustain wealth and develop stability for your future organizational plans.
We create efficiencies for taxable estates and determine the capital requirements necessary to sustain operations and grow future revenue streams for your organization or funds.
Client Success: A Unique Business Succession Strategy
Our client required a business succession and tax strategy that provided retention of control, access to capital, long-term liquidity, and monetizing highly-appreciated real estate assets, all on a non-taxable basis. The Cendrowski Corporate Advisors team crafted a unique succession strategy, the Umbrella Partnership Real Estate Investment Trust, or UPREIT.
Along with legal and other financial professional service teams, Cendrowski Corporate Advisors was integral in developing the Umbrella Partnership Real Estate Investment Trust, or UPREIT.
What is an UPREIT?
An UPREIT is a REIT structure that allows property owners to exchange their property for share ownership in the company. This also means they could have access to public capital markets without giving up control of assets, and offers effective estate liquidity planning with no income tax expense.
The Brutal Truth: Why Families Only Plan After Someone Dies
“Look, I’m moving overseas next year. I don’t want to run the business anymore.” One phone call from a son. An entire succession plan just got blown up. Here’s the brutal truth about transition planning: it’s never a high priority until someone gets sick or dies. It’s always “a good idea we’re going to get […]
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How AI Can Capture 50+ Years of Family Office Decision Making
Picture this: 5 people in a boardroom discussing a major investment. AI is recording every word. Every reason. Every concern. “We decided not to move forward based on X, Y, and Z.” Fast forward 2 years. New leadership wants to understand why that decision was made. Instead of playing detective or relying on fading memories, […]
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The Shocking Reality of Unprepared Family Offices
5 trustees retiring within 18 months. Four were family members. No succession plan. No transition strategy. Just… stunning. Imagine sitting down with the patriarch over coffee: “Hey Joe, tell me why we got into that manufacturing company. Tell me about your partners on that real estate deal.” All that institutional knowledge, walking out the door […]
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