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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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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 & 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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Private Companies

Grant Audit Resource Center

If your private company has received federal funds, you may need a grant audit. Visit our Grant Audit Resource Center for thought leadership insights, technical resources and a grant audit readiness checklist.

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Helping Private Companies Never Miss an Opportunity

Our business-minded professionals are dedicated to the passionate pursuit of helping private companies and their owners seize opportunity. Working with this unique group of people for so many years has revealed three key tenants: No one wants to pay one penny more in taxes than legally required; audit, attest and other regulatory requirements are sometimes complex but can also add value if done right; and planning for the next step in the business, or life, is paramount. We are here to help you solve issues, grow your business and generate significant value from our relationship. With 45 years of focusing on private companies and their needs — including S Corporations, LLCs, Partnerships and C Corporations in almost every industry — we are your advocates. Whether you are an early-stage entity, closely held business or a large established institution, we help you improve your operations and profitability. Beyond tax and assurance compliance, we work with you on other impactful areas, such as implementing more efficient and effective procedures, facilitating off-site strategic business meetings, and recommending proven business ideas to help improve working capital and manage cash flow and liquidity. As your advocate, we work with lawmakers and regulatory agencies to make sure the voice of the private company is heard. We are always accessible and offer real-time communication of evolving opportunities.

Our Private Company Industry Services

  • Financial statement audits, reviews, compilations and other attest services

  • Tax compliance and planning, including state, local and international tax strategies

  • Credits and incentives

  • Management and operations consulting

  • Transactions

  • High-net-worth individuals, families and family offices

  • Financial and non-financial guidance on ownership succession planning, from strategic planning through execution

  • General business consulting and best practices

Meet Our Leadership

Keith Klodnick, CPA

Market Leader, Closely Held
Partner, Cohen & Co Advisory, LLC
Partner, Cohen & Company, Ltd.
kklodnick@cohenco.com
216.774.1189

What Our Clients are Saying

Cohen & Co brings insight and expertise to each meeting and is always there as a resource.
O.D. Anderson, Inc.
Professional, knowledgeable staff who respect the everyday demands on the client's time.
Manufacturer
I would highly recommend the firm if you or your business values progressive, proactive and forward-thinking business partners who continually have your best interest at heart. 
Electro-Mechanical Services

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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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