Cohen & Company

Provides tax, assurance, and advisory services

Cleveland, Ohio, United States

Visit Website View Jobs

About Cohen & Company

Cohen & Company provides tax, assurance, and advisory services to a diverse range of industries, including digital assets, investment companies, manufacturing, and technology. Their services help businesses manage complex financial situations, ensuring compliance and improving financial performance. The firm generates revenue by charging fees for services such as tax planning, auditing, and strategic consulting. What sets Cohen & Company apart from competitors is its commitment to excellence and inclusivity, as well as its focus on continuous learning and maintaining strong connections with its alumni network. The goal of Cohen & Company is to deliver expert financial advice that empowers clients to succeed in their respective markets.

Cleveland, OhioHeadquarters
1977Year Founded
$8.1MTotal Funding
GROWTH_EQUITY_NON_VCCompany Stage
Consulting, Venture Capital, Financial ServicesIndustries
501-1,000Employees

Benefits

Medical, Dental, & Vision Insurance
Assistance with retirement/investment planning
401(k) match
HSA & FSA
Parental Leave
Life Insurance
Pet Insurance
Payment, guidance and support for credentials such as the CPA and others
Firm learning subscriptions
Community volunteer activities
Volunteer time off
Firm-sponsored activities

Risks

Integration challenges with TWM could disrupt operations if not managed well.
Pressure from Lovell Minnick Partners may lead to short-term decision-making risks.
Focus on digital assets exposes the firm to volatile market conditions.

Differentiation

Cohen & Company offers unmatched technical excellence in tax, assurance, and advisory services.
The firm specializes in diverse industries, including digital assets and private equity.
Cohen & Company maintains strong alumni connections, enriching its professional environment.

Upsides

Acquisition of TWM enhances private client services for high-net-worth individuals.
Investment by Lovell Minnick Partners supports strategic growth and expansion plans.
Recognition as 'Best ETF Auditor' boosts credibility in the financial services sector.