Szymkowiak

Cohen & Company Expands into Western New York

Retrieved on: 
Montag, November 13, 2023

CLEVELAND and BUFFALO, N.Y., Nov. 13, 2023 /PRNewswire/ -- Szymkowiak & Associates CPAs (Szymkowiak) and PEAR Consultants, LLC (PEAR) are joining Cohen & Company, one of the top tax and accounting firms in the U.S. The firms, who share an office location, are based in Buffalo and serve clients across the country. The transaction is expected to close in December 2023.

Key Points: 
  • PEAR is a tax consulting firm with a specialized focus on state residency services and audit defense for ultra-high-net-worth individuals.
  • "This market expansion fits perfectly into our overall strategic growth plan, and the resulting synergies will be meaningful for all parties," says Cohen & Company CEO Chris Bellamy.
  • All professionals of Szymkowiak and PEAR are expected to join Cohen & Company when the transaction closes.
  • Koltin Consulting Group served as an adviser to Cohen & Company on this transaction, which is the second acquisition announcement from Cohen & Company this year.