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About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Events

Join us in person and online for events that address timely topics and key business considerations.

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News

Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

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People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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Corporate Social Responsibility Report: A Look Back at 2022

Take a closer look at Cohen & Company’s efforts this past year on everything from governance and the environment, to inclusion and diversity, to supporting our communities.

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Our Featured Insights

Article

Investment Industry Wire | March 2023

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Article

Is Your Finance Organization Ready for Your Next Business Combination? 

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Article

Will Your Private Company’s Internal Controls Pass the Test During Your Next Audit?

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In-Depth: The Sale of a Privately Held Company

M&A Essentials White Paper

Selling your business can be an emotional undertaking that may result in serious disruptions unless the process is managed properly. Learn about the process and best practices to enhance your company’s value.

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What Our Clients are Saying

The tax, management consulting and transaction services groups have done great work for us.
Gardiner Service Company, LLC
The Cohen & Company team is a professional, easy to work with group of experienced folks. They are responsive and adaptive to our unique needs. We are very proud to have Cohen & Company as a partner.
North American Breweries Holdings, LLC
Our team has all highly responsive and great partners. They truly value our relationship and provide excellent service.
Twain Financial Partners

National-Level Expertise, Hands-on Partners & Personal Attention

Our top-tier tax, assurance and advisory services help private companies; public and private funds, advisers and fund service providers; and Fortune 1000 enterprises. Learn more.

Assurance

Our Assurance Practice is dedicated to understanding the intricacies of your entity’s compliance needs, whether private sector or part of an investment company.

Tax

Our tax practitioners work with and advocate for businesses and the individuals who lead them. As specialists, we go deep to understand and apply federal, state and local tax laws.

Advisory

Our advisory team understands the balancing act owners, management teams and investors face. Whether valuing your business or planning a transaction, we can help.

Become Who You Want to Be

Cohen & Company is a unique place to grow your career, whether just starting out or looking for a change. From our national standing in the industry, to our flexible environment, to our total rewards package, we invite you to see all we have to offer.

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