Citrin Cooperman

Citrin Cooperman Starting January 10, 2022, all partners, employees, contractors, and guests visiting a Citrin Cooper

"Citrin Cooperman” is the brand name under which Citrin Cooperman Advisors LLC and Citrin Cooperman & Company, LLP, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Citrin Cooperman & Company, LLP is a licensed CPA firm that provides attest services, and Citrin Cooperman Advisors LLC and its subsi

diary entities provide tax, advisory, and business consulting services. Citrin Cooperman Advisors LLC and its subsidiary entities are not licensed CPA firms. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

Our Transaction Advisory Services team is proud to sponsor the 2026 Independent Sponsor Forum in collaboration with the ...
09/02/2026

Our Transaction Advisory Services team is proud to sponsor the 2026 Independent Sponsor Forum in collaboration with the Small Business Investor Alliance (SBIA), a leading community for independent sponsors and lower middle-market investors.

Managing Partner Sylvie Gadant will lead a panel discussion at the ISF Deal Series on Wednesday, September 16, “Preparing for an Exit,” sharing insights on maximizing value and building readiness throughout the exit process.

We are also excited to release the highly anticipated 2026 Independent Sponsor Report, featuring key trends and insights shaping the market.

Learn more: https://sbia.org/isf-chicago-2026/

09/02/2026

We're heading to Workiva Amplify 2026 and we're bringing a lot to the conversation.

From AI and finance modernization to risk, compliance, IPO readiness, and automation, Citrin Cooperman specialists will take the stage alongside Workiva and industry leaders to share practical strategies organizations can put to work.

Look below to see where you can find us throughout Amplify!

Learn more: https://www.citrincooperman.com/Citrin-Cooperman-at-Amplify-2026?utm_source=Facebook&utm_medium=Social&utm_campaign=Social26

Venture capital remains a powerful driver of innovation, but generating returns in today's environment requires more tha...
09/01/2026

Venture capital remains a powerful driver of innovation, but generating returns in today's environment requires more than identifying the next breakthrough company.

With liquidity challenges and changing exit dynamics reshaping the market, investment managers need a disciplined approach to valuation, portfolio management, and liquidity planning.

Read more: https://www.citrincooperman.com/In-Focus-Resource-Center/Venture-Capitals-Next-Chapter-Record-Capital-Elusive-Liquidity-and-Growing-Pressure?utm_source=Facebook&utm_medium=Social&utm_campaign=Social26

We're proud to be attending Women in Manufacturing's SUMMIT 2026 where Partner Laura Crowley and Director Dena Wilson wi...
09/01/2026

We're proud to be attending Women in Manufacturing's SUMMIT 2026 where Partner Laura Crowley and Director Dena Wilson will host a breakout session.

Join them on Wednesday, October 7, from 2:00-2:45PM for 'Driving Growth and Value Creation in Manufacturing,' where they'll share key findings from the 2026 Manufacturing and Distribution Pulse Survey Report and the strategies leading manufacturers are using to outperform in today's market.

We look forward to connecting with industry leaders and helping drive what's next for manufacturing!

Learn more and register: https://web.cvent.com/event/b522e9f5-b16f-4e3f-bc62-4fbee60dd575/websitePage:edd204f1-271f-4218-93aa-e673cd68dd8a

Join Citrin Cooperman and the International Franchise Association for a practical and insightful discussion on the six l...
09/01/2026

Join Citrin Cooperman and the International Franchise Association for a practical and insightful discussion on the six leading performance indicators that can help predict growth, improve system-wide visibility, and identify operational challenges before they become costly setbacks.

This session on Tuesday, September 15, will explore how high-performing franchise systems use data proactively to make smarter decisions, uncover hidden opportunities, and strengthen both operational and financial performance.

Register: https://franchise-org.zoom.us/webinar/register/1017877730877/WN_Jom4PsuNRtWNbNQKDO8BHg #/registration

Join Partner Matt Lakofsky as he moderates "The Builders of Modern Philadelphia: Four Decades, Three Skylines, and What ...
08/31/2026

Join Partner Matt Lakofsky as he moderates "The Builders of Modern Philadelphia: Four Decades, Three Skylines, and What Comes Next" at Bisnow's Philadelphia State of the Market on Thursday, September 10.

This engaging discussion will bring together industry leaders to reflect on the projects, decisions, and visions that have shaped Philadelphia's evolution, while exploring the opportunities and challenges that will define its future.

Register today: https://www.bisnow.com/events/philadelphia/state-of-market/philadelphia-state-of-the-market-10438

We're excited to sponsor IMN's Real Estate CFO & COO East Conference on Thursday, September 17, in New York City!Don't m...
08/27/2026

We're excited to sponsor IMN's Real Estate CFO & COO East Conference on Thursday, September 17, in New York City!

Don't miss Partner Blake Boshnack moderate "Asset Classes: What's Working and What's Not" at 1:45 PM.

Joining Blake at the event are William Saya and Vincent Altieri. We look forward to connecting with industry leaders and discussing the trends shaping the future of real estate.

Learn more: https://informaconnect.com/imn-cfo-east/

Navigate DMS conversions and ongoing dealership system needs with support tailored to your operations. Our Business Proc...
08/26/2026

Navigate DMS conversions and ongoing dealership system needs with support tailored to your operations. Our Business Process Outsourcing team helps dealerships manage system transitions, optimize processes, maintain data integrity, and get more value from their DMS.

Beyond conversion and system support, we can provide bookkeeping, month-end close, reporting, controller oversight, CFO advisory, and cash flow forecasting to give your team the reliable financial information and operational insight needed to make confident decisions.

Explore solutions: https://www.citrincooperman.com/Industries/Dealership?utm_source=Facebook&utm_medium=Social&utm_campaign=Social26

Join us for our 2026 New England Economic Summit taking place on Monday, November 2, at Gillette Stadium!Our keynote spe...
08/26/2026

Join us for our 2026 New England Economic Summit taking place on Monday, November 2, at Gillette Stadium!

Our keynote speaker, Dr. Anirban Basu, chairman and CEO of Sage Policy Group, will deliver a fast-paced, data-driven outlook on the U.S. and regional economy, exploring the latest trends in employment, housing, commercial real estate, financial markets, and economic output. Expect timely insights, a few surprises, and a look at what may lie ahead.

Register here: https://www.citrincooperman.com/Events/2026-New-England-Economic-Summit?utm_source=facebook&utm_medium=social&utm_campaign=ne-economic-summit-26

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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