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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

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 Litigation Support Services M&A Advisory Outsourced Accounting Solutions 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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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 & Co, 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 & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Join Our Talent Community
Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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Advisory Services

Litigation Support Services

Unbiased Expertise and Critical Thinking to Assist You Through the Litigation Process

Our litigation support team offers extensive experience in analyzing financial matters. Throughout the course of our work, we partner closely with legal counsel to help ensure we have all of the evidence necessary to support our conclusions. We assist counsel throughout the case, as appropriate, by aiding in discovery, developing independent business valuation opinions, providing expert and rebuttal testimony, using forensic accounting, and thoroughly analyzing and critiquing opposing reports. 

We use our critical thinking and unbiased, financially focused litigation expertise to support not only legal counsel, but also business owners of closely held entities, bankruptcy plan administrators and individuals throughout the litigation process.

Our Litigation Support Services 

  • Forensic accounting analysis
  • Business valuation
  • Dissenting shareholder disputes
  • Bankruptcy court proceedings
  • Post acquisition disputes, such as net working capital adjustments 
  • Lost profit claims
  • Lost wage claims

Meet Our Leadership

Adam Ortega

Director, Cohen & Co Advisory, LLC
aortega@cohenco.com
312.821.7249

Josh Lefcowitz, CPA/ABV/CFF, CFE, ASA

Partner, Cohen & Co Advisory, LLC
jlefcowitz@cohenco.com
724.260.8129
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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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