1. Valuation Advisory
 Financial reporting/intangible assets
 Tax related
 Transaction related
 Real estate and tangible asset
 Renewable energy
 Complex financial instruments
 Litigation dispute
Governance, Risk and Compliance
 Internal audit / SOX
 IT audit and security
 Enterprise risk management
 Fraud risk assessment
 FCPA and anti-corruption assessment
 Board advisory services
Management Consulting
 CFO Advisory Services
 BPM and lean process improvement
 Strategic planning, budgeting,
and forecasting
 Supply chain optimization
Technology and Digital Services
 IT Strategy Development
 Business Intelligence and Data Analytics
 Digital Solutions
 Enterprise Resource Planning
 Microsoft Cloud Solutions
Government and Public Sector
 Audit, accounting and financial
management
 Program and project management
 Compliance and integrity monitoring
 Fraud, waste and abuse prevention
 Disaster response and recovery
 Compliance support for federal, state and
local government regulations
Transactional Advisory and M&A
Consulting
 Transaction readiness, target
screening and deal evaluation
 Buy- and Sell-side due diligence
 Purchase price disputes
 Post-transaction performance
improvement and integration consulting
Cybersecurity
 Information security strategy and
governance
 Cyber risk assessments
 Penetration testing and vulnerability scans
 Compromise Assessment
 Security Architecture
 Post-Breach Response Planning
Bankruptcy, Restructuring
 Liquidity management and control
 Pre-bankruptcy / bankruptcy planning
 Fiduciary Services
 Forensic accounting and litigation support
 Computer Forensics and e-Discovery
 Dispute resolution
 Damage analysis
A D V I S O R Y S E R V I C E S
Real Estate Advisory/NOI Strategies
 Strategy, Operations, & Technology
Advisory
 IT Strategy and Roadmap Development
 Selection and Implementation of ERP and
Real Estate Systems and Solutions
 Digital Asset Management, 3D Visualization,
Data Aggregation and Analytics
 Application Design and Development
2

2. G O V E R N A N C E , R I S K , A N D
C O M P L I A N C E ( G R C ) P R A C T I C E
Comprehensive services for public, private, and not-for-profit
organizations. We deliver confidence—in the governance
decisions made by CEOs, CFOs, and board directors and in the
performance reported to investors, stakeholders, and regulatory
bodies. Services include:
• Internal Audit: Provide co-sourced/ outsourced
industry focused solutions utilizing subject
matter experts to provide tailored, value-added
services across IT, compliance, operational,
and financial areas.
• Information Technology Audit and Security:
Identify technology, cybersecurity, and digital
risks affecting an organization and evaluate the
readiness levels to mitigate threats, protect
data, and ensure business continuity.
• Sarbanes-Oxley and Other Regulatory
Compliance: Plan, implement, and execute
cost effective assessment programs to ensure
ongoing compliance with applicable statutes.
• Fraud Risk Assessment: Use of analytics
and technology throughout the audit lifecycle
to perform focused and meaningful audits.
Support clients in developing and
implementing anti-fraud programs.
• Enterprise Risk Management: Identify and
assess inherent and systemic control risks
within an organization’s infrastructure,
including financial reporting and major
business / transaction processes.
• Board Advisory: Provide industry-specific,
customized advisory services on the latest
corporate governance issues and mandates
for public, private, and not-for-profit boards.
4

3. M A N A G E M E N T C O N S U LT I N G
We help CEOs, CFOs and other decision makers develop
and implement growth and profitability solutions that create
breakthrough performance improvements, maximize profits,
strengthen balance sheets and provide for better resource
management to weather storms and seize opportunities.
• CFO Advisory Services: CFOs often find that
meeting the demands of shareholders, regulators,
and audit committees, leaves no time for value
creation. CohnReznick helps transform the financial
organization, streamline processes, and create agile
finance systems, so CFOs can focus on being
catalysts for value creation and growth.
• Financial Transformation: Helps CFOs develop a
finance strategy, evaluate the finance operating
model, restructuring and driving change
management within the department and across the
organization.
• Business Process Management: Leverage
technology systems to provide total visibility into an
organization’s business processes and extend the
benefits of traditional business process
improvement initiatives.
• Supply Chain Management: Identify and leverage
profit and cash flow opportunities related to supply
chain strategy, product lifecycle management,
demand planning methods, sourcing and
procurement practices, logistics, warehousing, and
inventory management.
• Budgeting and Forecasting Services: Develop
effective budgeting and forecasting processes and
apply appropriate technology solutions to
streamline, manage, and control the budgeting and
forecasting process.
• Lean Management: Implement a process-
disciplined approach to defining and delivering
value. Business processes critical to value creation
are identified, mapped, and analyzed to determine
value-added and non-value-added tasks, and
streamlined to eliminate waste, reduce cost, and
improve performance.
6

4. I N T E G R A T E D B U S I N E S S P L A N N I N G
IBP is an executive planning and
decision-making process that
helps companies:
• Improve collaboration across the
organization
• Align plans and actions monthly;
• Maximize growth and profitability;
• Reduce supply chain costs;
• Balance expected demand with
supply to reduce supply/demand
volatility;
• Balance inventory levels;
• Enhance customer satisfaction;
• Improve ROI and company value.
7

5. VA L U AT I O N A D V I S O R Y
The Valuation professionals of CohnReznick Advisory Group
perform hundreds of engagements each year for public
companies and closely held businesses in a variety of
industries. Services include both independent opinions and
advisory services for a broad range of purposes:
• Financial reporting: Fair value measurements, purchase
price allocations, goodwill impairment studies, intellectual
property valuation and investment fund portfolio valuation.
• Tax related: Estate, gift and income taxes including
charitable contributions, transfer pricing and net operating
loss limitations.
• Asset based appraisal services for real estate, energy,
and other tangible assets: We are licensed to perform
real estate appraisal services in all 50 states and perform
valuations of alternative energy assets including solar, wind
and biomass technologies.
• Valuation of fractional ownership interests and
complex financial instruments, including convertible
securities, debt, and derivatives: We combine capital
market, real estate and complex security valuation
expertise.
• Transaction and strategic advisory: Strategic
planning advice and structuring to maximize economic
and tax benefits, financial and tax due diligence, and
valuation and fairness opinions.
• Dispute and litigation services: Valuation and
economic analysis in divorce, bankruptcy and
restructuring, buy/sell and shareholder disputes,
eminent domain and other commercial litigation.
• Third party valuation study verification: As part of a
national accounting firm, we are uniquely qualified to
provide valuations that will meet the expectations of
auditors and to verify whether the third party studies
meet valuation standards for audit evidence. We also
perform formal valuation and appraisal reviews for third
parties.
8

6. T E C H N O L O G Y A N D D I G I T A L S E R V I C E S
Growth companies leverage technology to create immersive customer experiences
and embrace solutions that help executives stay ahead of the complexity inherent
in today's business environment. CIOs must spearhead value creation through
game-changing technological agility, innovation, and analytics. CohnReznick helps
clients develop IT strategies that enable business transformation, open new revenue
streams through digital services, implement cloud solutions to retire dead-end
software platforms, and protect digital and financial assets.
• IT Strategy: We help companies align their IT
strategy with their business strategy to support
growth, service and productivity initiatives. We
evaluate IT’s effectiveness in supporting business
goals, identify gaps, and create an IT roadmap that
aligns business need and IT support. We provide the
change management, business transformation, and
project management support needed to turn
roadmaps into reality.
• Business Intelligence & Data Analytics: Staying
ahead of the competition requires rapid, impactful
responses to changing market issues. Unfortunately,
most executives spend more time creating and
verifying data than they do using it to finance and
operationalize growth. We not only help clients
aggregate and analyze data, but provide predictive
and prescriptive analytics to create the foresight to
take confident action.
• Digital Services: Digital changes everything. Traditional
business models are being ”digitized”, fueling new
revenue streams, creating deeper customer experiences,
and removing cost from operations. Success requires a
ready organization; a digital roadmap; the right
architectures, applications and platforms for your
business; and a passion for innovation.
• Enterprise Resource Planning: Reducing complexity is
the key to creating efficient workflows and focusing on
key business drivers. We help organizations select,
implement, and manage ERP solutions that reduce
complexity, lower operating cost, support regulatory
compliance, and improve decision-making.
• Microsoft Cloud Solutions: CIOs are shackled by
maintaining end-of-life legacy systems. We restructure
this “technical debt” by embracing cloud solutions that
empower people with insight into customer relationships,
streamline service, and enhance productivity and mobility.
12

7. C Y B E R S E C U R I T Y
Cyber threats constantly evolve with increasing intensity and
complexity that could cause severe disruption to a company’s
business; compromising sensitive customer data, intellectual
property and damaging their reputation CohnReznick’s
comprehensive cybersecurity program helps companies assess
and mitigate the threat of cyber-attacks.
• Cyber Threats: Threats are prevalent and
breaches are costly. 1 in 5 of all organizations has
been attacked with a global impact of $3 trillion
annually. 75% of breaches are at small to mid-
sized organizations.
• Gaps Exist Between Readiness and Security:
Organizations’ cyber risk profile often exceeds
their cyber-readiness to monitor, detect, protect
and respond to cyber threats.
• IT Security Tools are an Incomplete Solution:
Relying solely on technology solutions fails to
recognize the nature of current threats today –
people are “hacked” more frequently that servers.
• Cybersecurity is an Enterprise Risk
Strategy: Best-in-Class cybersecurity
solutions are tailored to a company’s risk
tolerance and strategy, making security a
board and CFO issue
• Breach Response is Critical: For
organizations facing advanced persistent
threats, its only a matter of time until a
breach occurs, making breach response
critical to minimizing exposure.
13

8. T R A N S A C T I O N A N D M & A C O N S U L T I N G
Mergers and acquisitions are at historic highs, but deals rarely
produce intended value. CohnReznick helps identify investments that
align with strategic plans, uncover operational red flags, structure
deals to optimize financing and capital, and realize post-close value.
Clients covet our ability to navigate transaction challenges and
appreciate how our uncompromising bottom line analyses help them
make the best investment decisions
16
Do the Right Deal
Do the Deal Right
See the Deal Through
Reasons for Deal Failures:
• Lack of Planning
• Limited Synergies
• Cultural Differences
• External Factors/
Changes to Business Environment
• Negotiation Mistakes
• Resource Requirements vs. Bandwidth
• Incorrect Integration Strategy
• Ineffective Integration Execution
Our Approach:

9. S O LV I N G T H E P U Z Z L E O F VA L U E
C R E AT I O N
Seller:
• Strategic Story
• Transaction
Readiness
• Remediate
issues
Strategicalignment with
growthplanincreases
potential deal success
Buyer:
• Target
Screening
• Deal
Evaluation
• Structure &
Pricing
DOTHERIGHTDEAL
Identify
operational/ management
redflags
DOTHEDEAL
RIGHT
Seller:
• Sell-Side Due
Diligence
• Investment
Banker
Selection
Buyer:
• Transaction
Structuring
• Buy-Side Due
Diligence
SEETHEDEAL
THROUGH
Buyer:
• Performance
Improvement
Consulting
• Dispute
Resolution
Maximizepost deal
closebenefit.
Seller:
• Synergy Analysis
• Transaction
Execution – M&A
Financing
20