Handler Thayer

Tax and Financial Advisory Serviceshandlerthayer.com

Handler Thayer is a Chicago-based professional services firm offering business, tax, and financial advisory services to families and privately-held companies. The firm employs 11-50 people and operates as a boutique practice focused on closely-held entities and family wealth structures.

Company typePrivate
Founded-
HeadquartersChicago, United States
Headcount11–50
GTM typeB2B and B2C
OfferingServices

Handler Thayer firmographics

Firmographics

Name: Handler Thayer
Website: https://handlerthayer.com
Company type: Private
Operating status: Operating
Headcount range: 11–50 employees
Short description: Handler Thayer is a Chicago-based professional services firm offering business, tax, and financial advisory services to families and privately-held companies. The firm employs 11-50 people and operates as a boutique practice focused on closely-held entities and family wealth structures.
Ownership category
akta.pro rank

Where Handler Thayer is headquartered

Location

Headquarters

HQ city: Chicago
HQ country: United States
HQ region: North America

Markets served

Handler Thayer business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Handler Thayer product offering

Product offering

Core offering

Handler Thayer is a Chicago-based professional services firm that delivers business, tax, and financial advisory services to families and privately-held companies. The firm operates with 11-50 employees and is positioned as a boutique advisory practice rather than a large-scale professional services firm. Its offerings span personal wealth planning for families and integrated business/tax advisory for closely-held companies.

Differentiator

Problem solved

Functional benefit

Products and services

Tax Advisory Services
Business Advisory Services
Financial Advisory Services

Companies that use Handler Thayer

Customer profile

Ideal customer profiles2 records

Handler Thayer technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Handler Thayer partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

NexcessunclearTechnology or IntegrationHandler Thayer website contains a link reference to Nexcess (http://www.nexcess.net/). The nature and scope of this relationship is not explicitly detailed in the source material. Nexcess appears to be a hosting or managed cloud services provider.

Handler Thayer competitors and assessment

Company assessment

Broad incumbents

Crowe LLP: Chicago-headquartered accounting, consulting, and advisory firm serving private and family-owned businesses across tax, business, and finance domains. Closest geographic and practice-area comparable to Handler Thayer.
Plante Moran: Large U.S. accounting and management consulting firm with deep practices in tax, business advisory, and private-company services. Comparable to Handler Thayer in service mix and target client (private/family-owned businesses), but operates at vastly greater scale nationally.
Wipfli LLP: Mid-market accounting and consulting firm focused on private and family-owned businesses across the Midwest. Comparable to Handler Thayer in client type, geographic concentration, and advisory scope.
Baker Tilly US: Top-10 U.S. advisory firm providing tax, business, and financial consulting to private and family-owned enterprises. Comparable scope and client segment to Handler Thayer, with national footprint.
BDO USA: Global accounting and advisory network with significant U.S. private-company practice. Competes for the same family-business and middle-market engagements Handler Thayer serves, with broader resource depth.
Marcum LLP: U.S. accounting and advisory firm with strong private-company, tax, and business consulting practices. Direct service-line and segment overlap with Handler Thayer.
Andersen Tax (Andersen): International tax and advisory firm with a U.S. private-client and closely-held business practice. Comparable to Handler Thayer on tax, family wealth, and private-company advisory work, though with global scale.
RSM US: Mid-market-focused audit, tax, and consulting firm with strong practice in privately-held companies. Overlaps with Handler Thayer on target customer and service portfolio, though at much larger scale.

Direct peers

KBKG: Specialty tax consulting firm focused on private and family-owned businesses, with emphasis on R&D, credits, and wealth-related tax services. Comparable niche, service intensity, and client segment to Handler Thayer.
Grassi & Co. Mid-sized U.S. accounting, tax, and business advisory firm serving closely-held and family-owned companies. Very similar size band, service mix, and target client to Handler Thayer.

Market position

Customer concentration

Handler Thayer financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Handler Thayer leadership team

Management profile

Number of profiles

Handler Thayer funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Handler Thayer M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Handler Thayer

What does Handler Thayer do?

When was Handler Thayer founded?

Handler Thayer was founded in -1. It employs 11 to 50 people.

Where is Handler Thayer based?

Handler Thayer is headquartered in Chicago, United States, in the North America region.

Who are Handler Thayer's main competitors?

Broad incumbents on record are Crowe LLP, Plante Moran, Wipfli LLP, Baker Tilly US, BDO USA, Marcum LLP, Andersen Tax (Andersen) and RSM US. Direct peers are KBKG and Grassi & Co..

Does Handler Thayer have an API?

No public API is recorded for Handler Thayer.