Profile – Exit Planning Exchange

Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro

Robert N. Cohen

Managing Member

Cohen CPA Strategies, LLC

Rockville, Maryland

Professional Profile

Call Me When

Call Me When... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.

Contact Method

bcohen@cohencpastrategies.com

Profession

Accountant

Consultant

Investor

M&A Intermediary

Valuation

Wealth Manager

Professional Certifications

Certified Public Accountant; Certified Financial Planner

Functional Expertise

Board of Directors (for profit)

Bookkeeping

Business development

Business growth

Business management

Buy side/Acquisitions

Cash management

Change Management

Corporate finance

Employee engagement/ retention

Entrepreneurship

ESOPs

Estate planning

Family business

Finance

Financial Modelling

Human Resources

Investments

Management succession

Mergers

Real estate

Retirement

Sell side/Divestiture

Strategic planning

Tax

Transaction advisory

Business Focus

Wealth Building, Tax, Financial Optimization

Transition Planning Certification

Client Industries

Agriculture/Mining

Business Services

Computer/Electronics

Consumer Services

Energy/Utilities

Financial Services

Government

Health/Pharma/Biotech

Manufacturing

Media and Entertainment

Real Estate/Construction

Retail

Software/Internet

Telecommunications

Transportation/Storage

Travel/Recreation/Leisure

Wholesale/Distribution

Client Results

Quarterback, Strategist and Chief Negotiator

Membership

DC Metro

Member Since

Member for 9 Years

Sponsorship Type

Silver

Chapter Leadership Role

Treasurer

Why I'm a Member of XPX

XPX maintains a heavy focus on education but also is a group where pure professionalism is weighed more highly than just prospecting.