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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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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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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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Advisory Services

IT Strategy & Implementation

The Right IT Strategy, Implementation & Team Can Yield Timely Insights to Optimize Your Business

Businesses face a rapidly evolving competitive environment, from supply chain disruptions to employee engagement challenges, to increasing demands of customers. Effective management requires more timely data and insights, delivered via more flexible technologies. Designing and implementing the optimal technology platform is complicated and can be costly and disruptive to the business if executed poorly. However, getting it right will optimize the right set of capabilities and help streamline operations so you can consistently and effectively deliver on customer expectations.

Our IT Strategy & Implementation Group excels at implementing leading technologies and optimizing the processes around them to enable people and maximize value to your business. Our consultants use proven methods and tools to lead a collaborative process with you and your teams. We take pride in developing achievable technology strategies, and then helping manage the projects and technology vendors to deliver your business new capabilities and associated value creation. Our team has led technology programs at mid-size private businesses and Fortune 500 enterprises in manufacturing, distribution, consumer products, retail, professional services, real estate and not-for-profit organizations. While we are here to help organizations optimize mature technology solutions, we also focus on helping clients prepare their organizations for what’s next in emerging and rapidly evolving technologies such as Artificial Intelligence (AI) and intelligent automation — from data governance to entity-wide implications.

Meet Our Leadership

John Cavalier, MBA, MAcc

Partner, Cohen & Co Advisory, LLC
jcavalier@cohenco.com
216.774.1199

Sage Intacct: Streamline Your Financial Reporting

We are a certified implementation partner for Sage Intacct, a best-in-class cloud-based financial management software that evolves as your business scales. Sage Intacct provides a broad spectrum of features and integration capabilities and simplifies multi-entity reporting — reducing reliance on auxiliary spreadsheets for specialized tracking and complex consolidations.

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Workday Adaptive Planning: Optimize Financial Planning & Analysis

A certified implementation partner for Workday Adaptive Planning, we work with organizations to use this leading enterprise performance management (EPM) solution as a sophisticated tool for planning, forecasting, consolidation and reporting. Adaptive is a key tool in optimizing the financial planning and analysis function, driving enterprise insights and giving business users the ability proactively manage their organization.

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Technology Strategy

From CIO services to application selection and implementation planning, a cohesive technology strategy can increase enterprise capability while reducing information technology costs.

  • Value assessment & roadmap

  • CIO Services: cloud strategy, IT opportunities

  • Cloud, network & infrastructure implementations

  • System selection & business case modeling

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Project Management

Our certified Project Management Professionals have extensive experience leading large global implementations.

  • Implementation planning

  • Project management office (PMO)

  • Change management programs

  • Test planning and management

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Process Optimization

Documenting current state processes is the first step towards improving the flow of business. Looking at business activities by role helps drive more efficient operations and maximize the effectiveness of supporting technology.

  • Process mapping

  • Future-state process design

  • Role-based job descriptions and training

  • Process automation/workflow design and implementation

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Data Strategy / Master Data Management (MDM)

Businesses can generate a potentially overwhelming amount of data. Without effective management of this data, its quality can degrade, and actually erode, business value. Understanding where data is created, how it is maintained, and how to maximize data insights is how innovative companies differentiate themselves and maintain a competitive advantage.

  • Data strategy

  • Master data management (MDM)

  • Data warehouse design and database build

  • Data quality analysis

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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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