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MEMBER PROFILE

 

Robert Cohen

Cohen CPA Strategies, LLC

 

Member profile details

Membership level
DC Metro
First name
Robert
Second name/initial
N.
Last name
Cohen
Title
Managing Member
Company
Cohen CPA Strategies, LLC
 

XPX ROLE

Sponsorship Type
Silver
Leadership Role
Treasurer
 

CONTACT INFORMATION

City
Rockville
State
Maryland
 

PROFILE INFORMATION

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.
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.
Profession
  • 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
Client Industry(ies)
  • 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
Professional Certification(s)
Certified Public Accountant; Certified Financial Planner
In Business Since
1981
Business Focus
Wealth Building, Tax, Financial Optimization
Client Results
Quarterback, Strategist and Chief Negotiator
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