Crossroads Ahead

Chief Insights

Chief Insights is designed to help C-level executives, board members and other top decision makers drive successful, dynamic companies. In this series, entrepreneurial-minded CPAs, consultants and specialists offer their expertise and stories from the field regarding business best practices and opportunities. Listen and share!



Featured Episode


Episode #10: Current Trends in Investment Industry M&A

Hosted by Chris Bellamy & Jim Lisy

The investment industry continues to experience growth and change via significant transaction activity. Chris Bellamy, co-president of Cohen & Company's Investment Industry Services Division, and Jim Lisy, managing director of M&A Advisory, talk M&A trends from this specific industry’s perspective — from what's driving activity to advice for companies considering a transaction.

All Episodes

Episode #10: Current Trends in Investment Industry M&A

Released July 31, 2019
Hosted by Chris Bellamy & Jim Lisy

The investment industry continues to experience growth and change via significant transaction activity. Chris Bellamy, co-president of Cohen & Company's Investment Industry Services Division, and Jim Lisy, managing director of M&A Advisory, talk M&A trends from this specific industry’s perspective — from what's driving activity to advice for companies considering a transaction.


Episode #9: Can the Precidian ActiveShares ETF Structure Work for You?

Released June 19, 2019
Hosted by Brett Eichenberger & Jeff Haneline

The SEC’s approval of the Precidian ActiveShares® ETF structure stands to change the landscape for active fund managers who have historically avoided the ETF space. Investment Industry Partners Brett Eichenberger and Jeff Haneline sit down to discuss how this new type of structure works, how it differs from traditional ETFs, and the benefits and shortfalls fund managers should evaluate closely.


Episode #8: What You Need to Know Before, During & After the Sale of Your Private Company

Released May 23, 2019
Hosted by Randy Myeroff

What does it really take to prepare for and sell your company? From following your financial plan, finding the right buyer and navigating the sale process, to communicating with family and prioritizing what needs to be done when, Randy Myeroff of Cohen & Company and Annie McCauley of Sequoia Financial Group share how entrepreneurs can plan for and execute a successful business exit.


Episode #7: Why You Should Have Your Business Valued — Even When You Don’t Have to

Released April 18, 2019
Hosted by Josh Lefcowitz

Josh Lefcowitz, a partner in the firm’s Business Valuation Group, discusses the benefits of proactively valuing your business. Learn about the compelling information this type of valuation can produce and how it could lead to improved profits, minimized risks and a stronger plan for the future.


Episode #6: Challenges to Consider When Investing in Digital Assets

Released March 19, 2019
Hosted by Corey McLaughlin & Will Coleman

Are you investing in digital assets? Corey McLaughlin, co-president of the Investment Industry Services Division, and Will Coleman, director of technology services, walk investors through the key considerations when it comes to the custody of digital assets. In addition, learn about the related accounting and tax concerns associated with this unique type of investing.


Episode #5: The Real Impact of the New Lease Standard

Released February 19, 2019
Hosted by Marie Brilmyer & Phil Ryan

Marie Brilmyer and Phil Ryan, partners in the firm’s A&A Department, dig into the new lease standard for financial reporting to reveal how it may impact important financial metrics, such as working capital and EBITDA, and ultimately how that could impact your business.


Episode #4: Making ‘Big Data’ Mean Something

Released January 15, 2019
Hosted by Jim Boland & John Cavalier

Jim Boland and John Cavalier, leaders in the firm’s Management Consulting Group, help businesses understand how to get value from one of their most important assets — their data — and where to start. Learn how companies of all sizes can deliver the right information, to the right people, to make better-informed decisions.


Episode #3: Why RICs Should Consider Using Tax Equalization

Released December 13, 2018
Hosted by Ravi Singh & Jay Laurila

Ravi Singh and Jay Laurila, members of Cohen & Company’s tax team dedicated to the investment industry, pull back the curtain on tax equalization — a less commonly used but highly beneficial tax strategy. They discuss how this technique can offer big benefits and why today’s market conditions are causing funds to take another look.


Episode #2: Wayfair Creates a New Normal for State Sales Tax

Released November 27, 2018
Hosted by Sara Britt & Olivia Ringler

Sara Britt and Olivia Ringler of Cohen & Company’s Tax Department highlight what every business owner needs to know about the game-changing Wayfair decision — including how the decision alters the sales tax landscape for all multi-state sellers and what you should do now to protect your company from liability.


Episode #1: Welcome to Chief Insights

Released November 16, 2018
Hosted by Randy Myeroff

Cohen & Company CEO Randy Myeroff kicks-off the firm’s Chief Insights podcast series and gives C-level executives, board members and other top decision makers in private companies and the investment industry an overview of what they can expect from this financial and business podcast series.