Cohen & Company

Cohen & Company

Provides tax, assurance, and advisory services

About

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 their commitment to excellence and inclusivity, as well as their focus on continuous learning and maintaining strong connections with their alumni network. The goal of Cohen & Company is to deliver expert financial advice that empowers clients to succeed in their respective markets.

Company Stage

Growth Equity (Non-Venture Capital)

Employees

501-1,000

Industries

Consulting, Venture Capital, Financial Services

Total Funding

$8.1M

Headquarters

Cleveland, Ohio

Founded

1977


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Simplify's Take

What believers are saying

  • Recent acquisitions enhance private client services for high-net-worth individuals.
  • Strategic growth investment supports expansion and innovation in financial services.
  • Recognition as 'Best ETF Auditor' boosts credibility in the financial sector.

What critics are saying

  • Integration challenges with TWM CPA Firm may disrupt operations.
  • Pressure from investors could shift focus to short-term financial returns.
  • Focus on digital assets exposes the firm to volatile market conditions.

What makes Cohen & Company unique

  • 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.

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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

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