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May 01, 2025 Jim Lisy

From Tariffs to Confidence Levels: Where Does the M&A Market Stand?

The Cohen & Co team recently returned from the DealMax conference in Las Vegas where representatives of just about every firm involved in the deal world converged to talk M&A. According to event sponsors, over 3,200 professionals attended, representing firms responsible for deploying over...

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March 11, 2025 Asha Shettigar

Cohen & Co Welcomes REIT Practice Lead Asha Shettigar

Cohen & Co is proud to announce Asha Shettigar has joined the firm’s New York City office as a tax partner and lead of the firm’s REIT Practice. With nearly 25 years experience, including Big 4 accounting firm and global consulting backgrounds, Asha has worked with some of the...

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October 31, 2024 Marie Brilmyer, Phil Ryan, Jim Lisy

White Paper: 7 Questions to Ask Before Selling Your Closely Held Business

As a business owner, you’ve likely dedicated a significant portion of your life nurturing and growing your business into a success. And now, regardless of the reason — and there are plenty — it’s time to sell. What are your next steps? What are the best practices to...

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May 17, 2024 Jim Lisy

M&A Deal Flow in 2024 Remains Slow Despite Plentiful Capital

Every year in late spring, a few thousand M&A professionals, including private equity investors, investment bankers, strategic acquirers and operating partners, converge on the annual ACG DealMAX conference in Las Vegas. As the premier M&A event in the U.S., each year we send our own team...

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March 11, 2024 Samantha Smudz

Could the Pass-Through Entity Tax Eliminate Your Gross-Up Payments In 2024? 

If your fund or portfolio company is considering acquiring a pass-through entity this year, such as an S Corporation, advance planning can be the key to help minimize purchase price adjustments due to a seller’s tax burden. In particular, recently created state elections for pass-through...

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February 12, 2024 Josh Lefcowitz

Knowing Your Worth: Fundamentals of Business Valuation During a Sale

As a closely held business owner, the value of your business is one of the most important factors in assessing your personal financial health and driving positive outcomes when it comes to your goals. More often than not, a significant portion of your net worth is tied to the value of your...

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December 07, 2023 Ken Randazzo, Jim Lisy

Why Business Owners Need a Due Diligence Team — Before Putting the Business Up for Sale

Buyers of companies have always performed financial due diligence to confirm the information used to value their acquisitions and to help identify risks, weaknesses and opportunities. However, in recent years, sellers have been increasingly conducting their own financial due diligence prior to...

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September 07, 2023 Maddie MacStudy, Ray Polantz, Dave Sobochan, Samantha Smudz

Cohen & Co Offers Insights in AICPA Tax Adviser

It’s that time of year again — the end of summer, back to school and, yes, the online issue of the AICPA’s Tax Adviser August Tax Clinic! The Tax Clinic is a special section in the journal that analyzes current tax issues and opportunities in the profession. We’ve been...

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March 28, 2023 Jim Lisy

M&A for the Lower Middle Market — What’s Going On Out There?

We attended the SBIA Southern Private Equity Conference in late February, talking with private equity group buyers and other professionals focused on smaller, lower-middle market M&A deals — typically companies with $2 million to $10 million of EBITDA. What was the outlook for smaller...

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January 05, 2023 Mike Demko

The Pros and Cons of Selling Your Business to an ESOP

While there are many ways to sell your company, one lesser-known but worthy option is to sell to an Employee Stock Ownership Plan, or ESOP. An ESOP, which is a qualified defined contribution plan set up as a trust, allows a company’s employees to buy portions of the company by acquiring...

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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.

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