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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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Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation Litigation Support Services M&A Advisory Outsourced Accounting Solutions Transaction Services Turnaround & Restructuring

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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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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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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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Technology & Life Science

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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Guiding Tech & Life Science Companies Through Unique Tax & Accounting Issues that Make an Impact

Our deep experience and involvement with technology and life science companies give us the unique insight to help rapidly scaling or mature companies. We collaborate with you to help identify and design high-quality, innovative financial solutions to help fuel growth and lead toward a meaningful liquidity event. Our clients include software developers, SaaS providers, and medical device, life science and advanced manufacturing companies with local, national and international operations. We also work closely with venture capital and private equity firms, as well as their portfolio companies focused in these areas. 

Our Technology & Life Science Industry Services

We offer many compliance and consulting services critical to technology and life science companies, including: 

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

  • Tax compliance and planning, including credits and incentives

  • Revenue recognition consulting

  • Entity formation and selection

  • Capital formation assistance

  • Complex debt and equity instrument accounting and financial reporting issues

  • Valuation advisory

  • Stock-based compensation consulting and valuation advisory

  • Exit strategies, including merger and acquisition assistance

  • Financial reporting process development and internal control evaluation and optimization

  • Intellectual property accounting and valuation consulting

  • Net operating loss maximization

  • IPO readiness assessments

Meet Our Leadership

Dennis Grady, ESQ, MST

Partner, Cohen & Co Advisory, LLC
dgrady@cohenco.com
724.260.8118

Kaitlin Mansfield, CPA

Partner, Cohen & Co Advisory, LLC
Partner, Cohen & Company, Ltd.
kmansfield@cohenco.com
724.260.8116

What Our Clients are Saying

The Pittsburgh Team that supports our account is super responsive and professional. They exceed other firms I have worked with.
BrightBytes, Inc.
Cohen & Co provides great work for all of our needs.
Software Company

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How Convertible Notes and SAFEs Can Help Tech Companies Address Short-Term Cash Flow

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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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