Owner Operated Businesses - Chicago CPA

Privately-Held and Family Owned Businesses

Privately-Held and Family Owned Accounting, Audit, Tax and Consulting Services

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. From taxes to wealth management to succession planning, business owners often find substantial overlap between their professional lives and their personal financial situation. We’re well versed in helping you navigate both.  We look out for your business and your heirs, and help you protect your life’s work and family.

W&D’s Chicago based team provides the following services to privately-held, owner-run and family businesses:

We also offer business consulting services for small and large organizations alike.