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At Edelheit & Edelheit, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to close, personal attention for each one of our clients, and promise to offer this all while consulting and advising on your most significant financial challenges. Years of advanced training, coupled with a high level of tecnical skills and financial acumen, assures that you are not only getting personal attention, but solid advise grounded by solid experience. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Industry Specializations - Insurance Agencies and Brokerages While all of our clients are equally important to us, we have developed a significant practice in insurance agencies and brokerages from years of delivering focused and specialized services to this unique industry niche. In the Chicagoland area, nearly 25 agencies – small and large – call on us for attentive and specialized agency accounting and consulting services. Services include compliance reviews, profit enhancement, entity structuring, tax planning, perpetuation planning, M&A, forensic accounting, audit/review/compilations, and agency valuations. Download our Insurance Agency Services Sheet (PDF) Download our Agency In-Trust Calculation Form (PDF)
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