Financial services,Security services,Legal and Consulting

Company Snapshot

• Year Founded: 1979
• Headquarters Location: New York, NY
• Ownership: Private; backed by New Mountain Capital
• Key Executives: Leaders such as CEO Alan Badey and numerous partners; specific executive contacts include Joe Puglisi (Partner), John Cavallone (Partner), Alexander Reyes (Partner, Financial Services), Sylvie Gadant (Partner, Transaction Advisory Services)
• Number of Locations: Over 30 offices, 1,300+ employees in the US and India
• Public Contact: Phone: 646.695.1500 | Email: info@citrincooperman.com

Company Overview

Citrin Cooperman is a nationally recognized firm specializing in accounting, tax, and advisory services tailored for private companies, franchise systems, and high-net-worth individuals. Their integrated approach delivers targeted solutions for common franchise challenges, including compliance, technology adoption, and financial management, directly supporting scalable growth for franchise operations.

Services Offered

• Comprehensive outsourced finance and accounting services, including payroll, bookkeeping, and CFO advisory
• Audit, tax compliance, and planning for single- and multi-unit operators
• Business advisory solutions such as budgeting, performance management, and cybersecurity advisory
• Transaction advisory for M\&A, valuations, and due diligence specific to multi-location and franchise expansion

Value Proposition

• Industry Specialization: Serves a diverse range of industries with deep experience in franchise systems, retail, hospitality, manufacturing, and financial services.
• Key Benefits:
  • Provides scalable accounting solutions to streamline operations and enable franchise owners to focus on growth.
  • Offers franchise-specific financial reporting for compliance and royalty management.
  • Delivers integrated tax and advisory services to optimize profitability across multi-unit systems.
• Franchise Expertise: The firm offers dedicated resources, case studies, and industry-specific guidance for franchise operators, with recognition for responsive service and practical advisory tailored for the franchise sector.