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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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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 help you plan, assisting in buy- and sell-side transactional due diligence, improvements to the business’s profitability, and capital markets guidance to maximize proceeds from and minimize the costs of a transaction. We listen, learn and then collaborate with you, combining your knowledge of the business with our outside perspective as experienced financial and business advisers.

Meet Our Leadership

Jim Boland, MBA

Partner in Charge, Advisory
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.

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Data & Insights

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

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Digital Finance 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.

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IT Strategy & Implementation

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

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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.

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Outsourced Accounting Solutions

We have deep, sophisticated backgrounds in audit, tax and corporate finance that can handle your back office accounting so you can focus on growing your business.

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Risk Assurance & Advisory

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

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Transaction Services

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

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Turnaround & Restructuring

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

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