Privately-Held Businesses

W&D specializes in privately-held, owner-run and family businesses of all sizes. For you, audit and tax issues are closely interrelated. W&D's professionals are uniquely well versed in both.

Owner-Run, Family & Privately-Held Businesses

From taxes to wealth management to succession planning, owners of privately-held businesses often find substantial overlap between their professional lives and their personal financial situation. W&D helps you navigate both. We look out for your business and your heirs, and help you protect both your life’s work and family.

Privately-held, owner-run and family businesses have needs and perspectives that set them apart from other companies. The business often represents a significant percentage of the owners’ assets, requiring a mix of personal and business planning. Family-owned businesses can have complex succession and corporate governance issues and need support for optimal planning and decision making.

Warady & Davis started as a small business and today, as a partnership, remains owner-run. We’re also directly familiar with the fine line between your business and your personal finances.

W&D’s Chicago CPA's services for privately-held, owner-run and family businesses:

Business consulting services for organizations of all sizes

“They go above and beyond to help me.”

– Real Estate Developer and Owner

“A trusted business partner and invaluable resource.”

– Nationwide Transportation Company

“Promises = fulfillment and commitment. Thank you.”

– Disaster Recovery and Clean-Up Business

“Excellent, Always Available, Easy to Work with and an Invaluable Advisor.”

– National Distribution Company

“Incredible understanding of our business. Tailors advice to our needs.”

– U.S. and International Manufacturing Company

The Idea Exchange Blog

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