Cherry Bekaert Advisory LLC

For over 75 years, Cherry Bekaert has provided high-quality financial and management services to a diverse and successful client base. Thousands of clients look to Cherry Bekaert’s accountants and advisors for innovative and professional guidance on important operational and financial matters that advance their business goals.

Currently ranked among the nation’s largest accounting firms, Cherry Bekaert is uniquely positioned to impart quality, cost-effective and practical advice to clients that include multinational corporations, private businesses, nonprofit organizations, governmental entities, emerging firms, start-ups and successful individuals.

Cherry Bekaert helps advance client growth by offering the resources and extensive service opportunities normally associated with national firms, coupled with the personal relationship, value-based fee structure and service continuity of a local firm. Our impressive roster of more than 1,850 professionals stands ready to assist with all our client’s accounting, audit, tax and consulting needs.

Products and/or Services

Cherry Bekaert is deeply ingrained in the corporate, multi-media, educational and philanthropic fabric of the Greater Cincinnati community. Cherry Bekaert provides beyond the bottom line tax, audit, accounting and consulting services for a variety of clients, including publicly and privately held businesses, not-for-profits, closely-held businesses and individuals from across the region. We provide an array of specialized services, including state and local tax work, succession and exit planning, internal and external audits, HR consulting, transaction advisory services, valuations and financial relationship consulting. We have specialized expertise in nearly a dozen industry niches, including business exit and transition planning, manufacturing and distribution, EOS leadership facilitation, healthcare, not-for-profits, real estate, construction, financial institutions, insurance, governmental entities, auto dealers, and hospitality and restaurants.

Past/current involvement with the Goering Center

Cherry Bekaert partners have been members of the Goering Center since 1999. Currently, we are a Corporate Partner sponsor and one of our partners, Karl Dostal, serves on the Goering Center Board of Advisors. Many of our clients are family-owned or privately owned businesses. Because we too started our own business, we understand the passion, the sacrifices and frustrations, the dedication and ultimately the satisfaction that comes from owning your own business.

Special offer for Goering Center Core Members

We would like to offer all Core Members a complimentary session related to two unique specialties:

EOS - Entrepreneurs have a unique sense of drive and dedication to their businesses. Cherry Bekaert understands this, and wants to provide our entrepreneurial clients with the expertise they need to both begin on strong footing, and stay there. The EOS Model™ provides a visual illustration of the Six Key Components™ of any business that must be managed and strengthened to be a great business. This model applies to big and small businesses alike, in any industry, and is the foundation of the program. Learn more about the EOS process by arranging for the signature 90-Minute Meeting with your leadership team and an Cherry Bekaert EOS Implementer. There’s no charge for this meeting, and no obligation. It’s a valuable learning event that will answer all your questions and fully equip you and your team to decide how best to move forward with EOS (or not).

Family Business Advisory - Family businesses require strong foundations, engaging cultures and most importantly, family members who are aligned and cohesive in their long-term vision for the company. Cherry Bekaert’s Family Business Advisory Services Team can help you get there. We have experience in everything from governance to next generation coaching to put your family business in a position to succeed and grow for years to come. We take a team-based, holistic approach to bring a tailored set of service specialties to the table, including everything from family coaching, to exit and succession planning, HR consulting, business valuation and governance, among many others. We invite Core Members to schedule a one hour session free of charge that includes a “family business assessment.”

Contact Information

Primary contact: Karl Dostal
201 E. Fifth Street, Ste. 2100
Cincinnati, OH 45202