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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 Finance Transformation Forensic Services M&A Advisory Managed Accounting Services Office of the CFO Technical & Financial Reporting Transaction Services

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

Asset Management Digital Assets Manufacturing Private Client Services Private Companies Private Equity Real Estate & Construction Technology & Life Sciences
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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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Events

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 Executive 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 Troy, MI Westchester, NY Youngstown, OH
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Advisory Services

Forensic Services

Clarity and Confidence When the Stakes Are High

Fraud and misconduct risks, business disputes and regulatory scrutiny can create significant uncertainty for organizations. Leaders must anticipate and assess risk, establish the facts when concerns arise, understand the financial and business impact, and take informed action to protect, value and strengthen the organization moving forward.

Our Forensic Services Group helps organizations, boards and legal counsel prepare for critical risks, respond to complex matters, and move forward with greater clarity and resilience. Our senior-led, technology-enabled approach combines financial and accounting expertise with investigative, regulatory and compliance expertise, advanced analytics and trusted methodologies. This allows us to uncover meaningful insights and provide clear, defensible conclusions. We also help clients apply those insights to remediate identified issues, strengthen compliance and move forward with confidence.

Our Forensic Services:

  • Investigations & Regulatory Matters
    • Corporate and internal investigations
    • Whistleblower allegations
    • Fraud and financial misconduct
    • Accounting and financial reporting matters
    • Asset tracing and recovery
    • Regulatory enforcement support
  • Disputes & Litigation Support
    • Shareholder disputes
    • Forensic accounting
    • Economic damages
    • Post-transaction disputes
    • Intellectual property and lost-profits matters
    • Insurance claims
    • Complex financial analysis
  • Integrity, Compliance & Risk
    • Fraud and misconduct risk assessments
    • Anti-bribery and anti-corruption, financial crime, anti-money laundering and sanctions matters
    • Compliance program assessments
    • Third-party integrity and investigative due diligence
    • Regulatory remediation
    • Independent monitoring
    • Controls enhancement
  • Digital Forensics & Technology
    • Digital forensics and forensic readiness
    • Data preservation and eDiscovery support
    • Advanced financial and transaction analytics
    • Anomaly and pattern detection
    • Technology- and AI-enabled document and investigative review
    • Cyber ransom remediation

Meet Our Leadership

Rory Wilson, CFE

Partner, Cohen & Co Advisory, LLC
rmwilson@cohenco.com
445.269.2382

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

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