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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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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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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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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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Foundational Principles

Corporate Social Responsibility Report: A Look Back at 2024

Take a closer look at Cohen & Co’s efforts this past year on everything from governance and the environment, to inclusion and equity, to supporting our communities.

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Engage, Teach, Inspire & Improve Lives Through the Power of Knowledge & Trust

At Cohen & Co, this is our purpose, the motivation behind what we do for our clients, communities and employees every day. We serve this purpose and find success by living out four key principles:

  • Great People First

  • Teamwork

  • Competitive Spirit and Courage

  • Adaptability and Optimism

None of these are more important than the other, yet together these guiding principles speak volumes about what we stand for and who we are at our core.

Learn more about our firm's Foundational Principles.

What Our People are Saying

We make a clear commitment to younger generations, giving them opportunities to lead often before they think they are ready. But we know they’re ready.
Chris Bellamy - CEO, Cohen & Co Advisory, LLC
We are always encouraged to try something new, to advance the firm and ourselves. We say, let’s push it and see where we go.
Mike McGivney - Partner
Do what’s best for other people, and you never have to worry about yourself.
Ron Cohen - Founder, Partner Emeritus

Great People First

We believe honesty, integrity, compassion and kindness are everything. We celebrate and value each of our unique stories, backgrounds, perspectives and ideas.

Teamwork

Each team member matters and will be heard, respected, supported and valued. We know that working together and building meaningful relationships will add purpose and satisfaction to the journey.

Competitive Spirit and Courage

We encourage our team to be forward thinking and always do exceptional work; to encourage each other to realize capabilities that exceed expectations others have for us; and to be disciplined and accountable.

Adaptability and Optimism

We remain open minded, agile and supportive throughout times of change. Strategy and tactics are imperfect, but we trust each other and assume positive intent. It’s critical to express gratitude, stay humble yet confident, have fun and embrace the journey.

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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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