Background
Gerald Frishman is a former Managing Partner and Currently Of Counsel in the certified public accounting and consulting firm of Warady & Davis LLP. In this capacity, he directs and manages accounting, tax and consulting services for his clients.
With 50+ years of experience, Mr. Frishman has in-depth expertise primarily in representation of closely-held operating businesses including real estate, construction, general contractors, manufacturers, distributors, family-owned businesses, wholesale and retail companies and professionals. In addition, Mr. Frishman’s clients include high net worth individuals.
Jerry’s consultations center on his client’s business needs and include discussions on tax planning, strategic planning, management challenges, due diligence, mergers & acquisitions and business succession, retirement, estate and financial planning among other key issues.
Areas of Specialization
Additional areas of expertise include: accounting, mergers and acquisitions, due diligence, entity formation, estate planning, overall tax planning, benefit planning, buy/sell agreements, short and long range strategic planning, financial planning as well as general business and tax consulting services.
Professional and Civic Affiliations
- American Institute of Certified Public Accountants
- Illinois CPA Society
- MSI Global Alliance
Education
- Bachelor of Arts in Business Administration, Roosevelt University
- C.P.A. license in the state of Illinois
“What is success? I think it is a mixture of having a flair for the thing that you are doing; knowing that it is not enough, that you have got to have hard work and a certain sense of purpose.”