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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 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

Accounting & Finance Solutions Business Valuations Data & Insights Family Office Services IT Strategy & Implementation M&A Advisory 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
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About

Foundational Principles

Engage, Teach, Inspire & Improve Lives Through the Power of Knowledge & Trust

At Cohen & Company, this is our purpose, the motivation behind what we do for our clients, communities and employees every day. We serve this purpose and find success by living out four key principles:

  • Great People First

  • Teamwork

  • Competitive Spirit and Courage

  • Adaptability and Optimism

None of these are more important than the other, yet together these guiding principles speak volumes about what we stand for and who we are at our core.

What Our People are Saying

We make a clear commitment to younger generations, giving them opportunities to lead often before they think they are ready. But we know they’re ready.
Chris Bellamy, CPA, CGMA - CEO
We are always encouraged to try something new, to advance the firm and ourselves. We say, let’s push it and see where we go.
Mike McGivney, CPA, MSA - Partner in Charge, Tax
Do what’s best for other people, and you never have to worry about yourself.
Ron Cohen, CPA (Retired) - Founder, Partner Emeritus

Great People First

We believe honesty, integrity, compassion and kindness are everything. We celebrate and value each of our unique stories, backgrounds, perspectives and ideas.

Teamwork

Each team member matters and will be heard, respected, supported and valued. We know that working together and building meaningful relationships will add purpose and satisfaction to the journey.

Competitive Spirit and Courage

We encourage our team to be forward thinking and always do exceptional work; to encourage each other to realize capabilities that exceed expectations others have for us; and to be disciplined and accountable.

Adaptability and Optimism

We remain open minded, agile and supportive throughout times of change. Strategy and tactics are imperfect, but we trust each other and assume positive intent. It’s critical to express gratitude, stay humble yet confident, have fun and embrace the journey.

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