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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

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 Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
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Advisory Services

Transaction Services

Comprehensive Insight Before, During & After Your Transaction

Working closely with buyers and sellers as they plan and execute their deals, our seasoned transactions team knows where to look for potential opportunities and pitfalls in any situation — from a single-location owner-operated business to a complex corporate carve-out. We provide you with the objective insights necessary to help ensure your deal meets your criteria and expectations.

Our broad accounting, tax and consulting experience allows us to hone in on financial and non-financial risk factors that provide a deeper understanding before, during and after a transaction. Our fully dedicated engagement teams are actively led by partner-level resources, draw on experience from previous roles in global and national firms, and harness the collective knowledge of our firm’s full complement of additional resources. We have extensive experience across a number of industries, including manufacturing, distribution, retail and consumer products, aerospace and defense, software and technology, and business services, among others. Whether on the buy-side or sell-side, private equity, a closely held business or publicly traded company, our fully dedicated team can help you efficiently execute the highest quality financial, tax and operational due diligence.

Our Transaction Services 

  • Transaction Tax Planning

  • IT/Technology Due Diligence

  • Turnaround & Restructuring

Meet Our Leadership

Justin Thomas, CPA, MAcc

Partner, Transaction Services
jthomas@cohencpa.com
216.774.1202

Tim Maynard, CPA, MBA

Partner, Transaction Services
tmaynard@cohencpa.com
216.774.1235

In-Depth: Purchase Price Adjustment

M&A Essentials White Paper

Learn about the purchase price adjustment purpose, practices and value considerations — and why it is essential for both buyers and sellers to understand in any M&A deal.

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Related Insights

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The Pros and Cons of Selling Your Business to an ESOP

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4 Common Alternatives for Converting Your Ownership Equity Into Liquidity

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Whitepaper

M&A Essentials White Paper: The Sale of a Privately Held Company

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