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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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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 Equity

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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We Have Private Equity Covered, from Fund & Portfolio Company Compliance to Due Diligence & Operational Support

Our 45+ years advising private equity firms and portfolio companies on a range of issues give us a well-rounded perspective of what’s at stake for investors and their operating partners. Our suite of services provide a one-firm solution for your accounting and consulting needs in fund compliance, acquisition due diligence, portfolio company compliance, operational improvement and support through the exit process. 

Our Private Equity Industry Services

We offer a full range of advisory and compliance services critical to private equity companies and their holdings, including: 

  • Efficient and pragmatic due diligence    

    • Financial due diligence and Quality of Earnings analysis

    • Tax due diligence

    • Tax structuring

    • Operational/information technology due diligence

  • Operational improvement/business strategy advisory services    

    • Assistance in identifying plans to increase enterprise value

    • Support in executing plans to achieve projected financial targets

  • Portfolio company services    

    • Financial statement audits, reviews and other attest services

    • Tax compliance, planning and consulting

    • Opening balance sheet audit and purchase price allocation

    • Accounting services

  • Sell-side due diligence    

    • Preparation of portfolio companies for a fast and efficient sale

    • Preparation of a sell-side due diligence report and analysis to minimize value leakage through the transaction process

  • Fund audit and tax compliance services    

    • Financial statement preparation and consultation services

    • Financial statement audit and attest services

    • Tax return preparation and Schedules K-1

    • Tax research and consulting services

    • Review of waterfall calculations

    • Special purpose vehicles

  • Valuation services

Meet Our Leadership

Phil Ryan, CPA, MBA

Market Leader, Private Equity
Partner, Cohen & Co Advisory, LLC
Partner, Cohen & Company, Ltd.
pryan@cohenco.com
216.774.1120

Justin Thomas, CPA, MAcc

Partner, Cohen & Co Advisory, LLC
jthomas@cohenco.com
216.774.1202

Transaction Services Celebrates 10 Years of Growth & Decades of Serving Clients

For our Transaction Services Group, celebrating their 10-year anniversary means more than a decade of offering M&A services to clients. This milestone marks the year when seasoned, industry veterans from global CPA firms began their own entrepreneurial journey to create a national, full-service practice built from the ground up. Read their story.

Read Their Story

What Our Clients are Saying

Great overall team to work with — audit and tax. Fair and reasonable group; great service.
Alco Manufacturing
Wonderful staff — friendly, polite, helpful and diligent!
Private Equity Firm
Very responsive. Very comprehensive in their work; have great confidence in their thoroughness. Great communication skills. They CARE about the quality of their work.
Private Equity Firm

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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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