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Private Company Audits

Private Company Audit Insights

March 04, 2025 Brian Fiedler

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

Technology and life science companies often have aggressive growth strategies centered on scalable software or products. To achieve their ambitious goals, these companies typically require multiple rounds of investment capital, sourced from friends and family, angel investors and venture capital...

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February 03, 2025

Cohen & Co’s Best of the Blogs 2024

This past year certainly kept business and individual taxpayers on their toes. Beneficial ownership information (BOI) reporting topics overwhelmingly took precedence for our blog readers. Grant audits — a specialized financial audit many organizations find themselves facing after receiving...

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January 15, 2025 Nick Antonopoulos

What is an SEC S-X 3-14 Real Estate Operations Acquisition Audit?

If your real estate investment business has decided to conduct an initial public offering (IPO) using a Real Estate Investment Trust (REIT), it’s important to consider the impact of SEC Rule 3-14 of Regulation S-X, known as S-X 3-14. This set of regulations provides special instructions for...

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November 26, 2024 Ryan Hochberg

First Financial Statement Audit? Here’s What Your Company Can Expect

Going through a financial statement audit can sound like a daunting task, especially if your company has never been audited before. Why are we being audited? What does the process entail? What do we do once the audit is complete?These are all valid and common questions asked by first-time audited...

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September 25, 2024 Logan Rose

How to Capitalize Your Company’s Internal-Use Software Costs

Businesses continually look for ways to improve their processes and streamline operations, giving them a competitive edge in their industry. Technology plays an important role, with organizations looking to either buy or develop software that can help them achieve critical efficiencies.But how do...

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September 17, 2024 Tina Dzik

How to Report Your Direct vs. Indirect Costs Related to Federal Grants

Not-for-profit and for-profit entities receive federal grants in many capacities. If your entity receives any federal dollars, you must understand the applicable requirements, which include understanding allowable costs to be reimbursed under the grant.Track Grant Expenditures SeparatelyFirst...

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August 26, 2024 Jami Blake, Beth Reho

What’s Ahead for Private Company Financial Reporting

In the complex landscape of financial reporting, entities in the U.S. must navigate a unique set of standards and regulations. Our recent CPE seminar on financial reporting for private companies shed light on not only the governing bodies that create these unique reporting requirements, but also...

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August 19, 2024 Marie Brilmyer

7 Rules to Follow When Purchasing Goods and Services with Federal Grant Funds

When your entity receives federal funds, any purchases you make with federal funds, whether goods or services, must adhere to the Uniform Guidance rules outlined in the Code of Federal Regulations (CFR), specifically 2 CFR Part 200. These rules are designed to ensure procurement processes are...

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July 29, 2024 Sean Kilcher

A Primer on How to Account for Your Grant Expenditures

Not-for-profit entities are typically well-versed in the need to track grant expenditures, and may have robust accounting systems or policies and procedures in place. However, for-profit entities may not be as familiar with the importance of tracking grant expenditures separately. Grant...

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July 17, 2024 Nick Antonopoulos

How to Know if Your Real Estate Entity Has Triggered an Impairment Loss

The real estate markets have endured countless boom-and-bust cycles over the years, resulting in extreme valuation highs and some very significant lows. One day your property has positive cash flow, the valuation has more than doubled, new tenant move-ins are out pacing move-outs and expectations...

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