Privately-Held and Family Owned BusinessesPrivately-Held and Family Owned Businesses icon

W&D’s corporate practice is comprised of privately-held, owner-run and family businesses of all sizes. We recognize that for you, audit and tax issues are closely interrelated. W&D's professionals are uniquely well versed in both.

Privately-Held, Owner-Run and Family Business 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 CPA’s provide the following services to privately-held, owner-run and family businesses:


Business consulting services for organizations of all sizes.