Consulting for Businesses Excel in the short and long run

Our privately-held business clients are accomplished, experienced and driven to outperform their own demanding expectations of success. ORBA helps make those present and future goals achievable. Having worked with hundreds of business owners for more than 40 years, we deliver holistic financial, tax and business perspective that helps you think, plan and look ahead with added confidence.

read more

Brighter horizons with 20/20 foresight

We work with closely-held businesses, their owners and executives in many areas of tax and financial planning.  Below are just some of the areas where the ORBA team can assist you.

Business Valuation Services
We prepare formal business valuation reports for income, estate and gift taxes, divorce and other purposes.

Value Enhancement Strategies
We deliver ideas for improving the profitability and cash flow of your business while mitigating risk.

Executive Compensation & Bonus Plans
The options for rewarding and retaining vital talent are many. We help you determine which options make the most sense for you, your business and your employees.

Business Plans & Financial Forecasts and Projections
A good business plan explains expected growth and forecasts future financial results. We help you articulate your plan, apply it to financial projections, and implement and update it over time.

Business Structure & Tax Planning Services
We assist with entity structure, transaction consulting, family wealth transfers and more. We help you understand your options and the tax implications, and then help you make and implement smart choices with confidence.

Tax logo: a blue circle with a percentage sign in it.

Benchmarks & Industry Comparisons
See how you measure up to your past results and industry high performers. We help you pinpoint areas for improvement to enhance strengths and mitigate weaknesses.

Comprehensive Exit Planning
Choosing the best exit strategy involves a careful assessment of your personal, family and business goals and circumstances. Price is important, but there are many other factors to consider.

Due Diligence
We provide pre-transaction due diligence services to preserve and enhance business value by identifying and mitigating problems, as well as transaction due diligence.

Merger & Acquisition Representation
The sale or purchase of a business is an emotional, time-consuming and technically complex transaction. We partner with owners and their advisors to manage the total process, from clarifying goals through closing the transaction.

2023AMERICA'S BEST TAX AND ACCOUNTING FIRMS Forbes, 2021-2023 Rankings
TOP 100FIRMS TO WATCH Accounting Today, 2014-2024 Rankings
Top 200public accounting firms INSIDE Public Accounting, 2013-2023 Rankings
2023LARGEST ACCOUNTING FIRMS Crain's Chicago Business, 2011-2023 Rankings
2023TOP WORKPLACES USA Energage, 2020-2023 Rankings
2023TOP WORKPLACES The Chicago Tribune 2010-2016; 2020-2023 Rankings
GREAT LAKESRegional Leader Accounting Today, 2012-2024 Rankings
over40 years Of High Performing Service To Clients In Chicago & Beyond

Tax ServicesConsulting for Businesses

view all

seminars & events


ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

request guide

Forward Thinking
Forward Thinking