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

Robert Cohen

Cohen CPA Strategies, LLC

Rockville, Maryland
About
Company name
Cohen CPA Strategies, LLC
Business title
Managing Member
Contact
How to contact
bcohen@cohencpastrategies.com
Professional Profile

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.

Professions

Accountant
Consultant
Investor
M&A Intermediary
Valuation
Wealth Manager

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

Professional Certification

Certified Public Accountant; Certified Financial Planner

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
Chapter information

Membership

DC Metro Individual

Member since

Member for 12 years

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