About Careers Contact Client Portal
Services Industries Knowledge Center People

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.

Learn More

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.

Learn More

Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
VIEW THE COMPLETE LIST

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.

Learn More

Insights

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

Read Our Insights

Events

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

Explore Our Events

News

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

Read Our News
People
About Careers Contact Client Portal
Back to Services

Advisory Services

Optimize and execute to achieve results that make a lasting impact

Cohen & Company’s national Advisory Practice is passionate about helping owners, management teams and investors navigate business and transactional environments. Running a company is a balancing act of focusing on the day-to-day and planning ahead for the future.

We provide tools to help you plan transactions, assisting in buy-side and sell-side due diligence; give capital markets guidance to maximize proceeds from and minimize the costs of a deal; recommend strategic changes to your operations to improve your bottom line; and provide ongoing financial modeling and reporting solutions that help you continuously monitor the health of your business. 

Meet Our Leadership

Jim Boland, MBA

Service Leader
jboland@cohenconsulting.com
216.774.1211

More About Our Core Advisory Services

Business Valuations

Our business valuation professionals work with you to learn about your company and provide a fair, accurate and confidential picture of its value.

Learn More

Data & Insights

Our team is composed of data, analytics, finance and technology experts with more than 40 years of experience across multiple industries.

Learn More

Family Office Services

We work closely with family offices and their advisers to provide personalized solutions that support overall objectives now and for future generations.

Learn More

Finance & Accounting Solutions

We partner with CFOs and their organizations to design and build the optimal organization, one that is efficient, highly capable and able to support the business.

Learn More

IT Strategy & Implementation

We help businesses implement leading technologies and optimize the processes around them to enable people and maximize value to your business.

Learn More

M&A Advisory

We combine the experience of seasoned investment bankers with transaction services, tax, accounting and integration specialists to help optimize your M&A transaction.

Learn More

Risk Assurance & Advisory

From SOC to IT infrastructure to stablecoin, we’ve assembled a skilled team to help you assess your risk and better understand how to manage it.

Learn More

Transaction Services

We work with buyers and sellers to help identify potential opportunities and pitfalls in any merger, acquisition or restructuring.

Learn More

Turnaround & Restructuring

Our turnaround and restructuring team helps instill confidence that your management team is proactive about and committed to making a positive change.

Learn More

What Our Clients are Saying

I have been very impressed and greatly appreciate the assistance the transaction team provided during our Quality of Earnings review, and the resources working with us on the PPP loan program.
Universal Screen Arts, Inc.

In-Depth: SOC Toolkit

Your Guide to Navigating SOC Reports

Whether you are in the process of preparing for a SOC exam or are simply considering one, find resources to help you better understand these reports and your role within them.

Learn More
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy
LinkedIn Twitter Facebook
© 2022 Cohen & Company