Cohen & Company Acquires Tax & Wealth Management, Inc.
December 12, 2024
Cohen & Company, a U.S. tax and accounting firm, is acquiring Tax and Wealth Management, Inc. (TWM), a boutique CPA firm based in downtown Cleveland. The deal is expected to close in early January 2025 and will bring TWM’s ~15 professionals into Cohen & Company to expand its private client services for family offices and ultra-high-net-worth individuals.
- Buyers
- Cohen & Company
- Targets
- Tax and Wealth Management, Inc. (TWM)
- Sellers
- Brian Gothot (TWM Founder and President)
- Industry
- Accounting & Tax
- Location
- Ohio, United States
- Transaction Type
- Buyout
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