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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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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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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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Advisory Services

Business Valuations

Accredited Professionals that Can Help You See Your Business Objectively

Our business valuation professionals work closely with you to learn about the company from all points of view to give you a fair, accurate and confidential picture of your company’s value. Working directly with business owners and their advisers, our clients range from individual partnership interests; to small companies and professional practices; to large regional, national and multinational companies. 

We use integrity, sound judgment, and a thorough understanding of accounting, taxation, financial statements and business operations to prepare independent and unbiased valuation reports for a variety of reasons.

Why Your Business May Need a Valuation

  • Divestitures

  • Mergers & acquisitions

  • Buy/sell agreements

  • Estate and gift tax planning

  • Shareholder disputes

  • S corporation elections

  • Financial reporting (fair value)

  • Personal and enterprise goodwill

  • Intangible assets

  • Shareholder disputes

  • Domestic relations matters

  • Succession planning

  • Bank and mezzanine loans

  • Litigation support

Meet Our Leadership

Josh Lefcowitz, CPA/ABV/CFF, CFE, ASA

Partner, Cohen & Co Advisory, LLC
jlefcowitz@cohenco.com
724.260.8129

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M&A Essentials White Paper: The Sale of a Privately Held Company

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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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