Helping Clients Stay Focused on What Counts for Over 45 Years

Citrin Cooperman’s 2026 Annual Real Estate Whitepaper delivers a data-driven analysis of the commercial real estate (CRE) landscape, drawing on insights from more than 350 senior leaders in the sector.

This year’s report explores a market defined by cautious optimism, rising operating costs, and varied performance across regions and asset classes. Whether you're planning for the year ahead or preparing for long-term transformation, explore the report to gain the clarity and direction needed to move forward with confidence.

Explore the sources of capital, operational strategies, exit plans, and deal making trends shaping the year ahead in our 2026 Asset Management Survey Report.

More than 300 asset management leaders participated in sharing the key factors shaping private equity and venture capital firms, private credit, hedge funds, and funds of funds including:
• Priority capital sources, fundraising timelines, and shifting demands of investors
• Economic volatility and its impact on deal making, exit plans, and strategic responses
• Operational actions and intentions

Citrin Cooperman's latest Year-End Planning Guide for Dealerships equips dealership principals, general managers, CFOs, and controllers with the essential tools to navigate strategic planning for their businesses in the upcoming year and beyond.

Explore the guide for practical insights and actionable strategies, including:
• Tax planning guidance and techniques, featuring updates related to the OBBBA
• Cash flow optimization tactics and tips for making informed investment decisions
• Key updates on accounting standards and regulatory changes impacting the industry
• Financial statement best practices, including guidance on key metrics and GAAP vs. income basis reporting
• Risk advisory checklist to strengthen your business against potential threats

With recent tax legislation and consistent economic shifts, proper planning is imperative to enable business success.

The guide provides information and support on the following:
• The latest tips and planning strategies for general, state and local, and international tax
• Guidance on transactions and mergers and acquisitions (M&A) planning
• Best practices for preparing and closing year-end

Unlock the insights and tools your manufacturing or distribution leadership team needs to take charge of strategic planning and drive your business forward in the year ahead.

The 2025 Independent Sponsor Report draws on insights from 172 professionals, including 151 independent sponsors, to uncover key themes such as deal flow, capital sources, liquidity events, and industry outlook.

Explore the Report to learn how this dynamic segment is navigating market shifts, structuring deals, and building long-term value.

The right team is critical, but hiring is harder than ever. Don’t let staffing shortages, turnover, or inefficiencies hold your business back. Outsourcing gives you the support you need—without the hiring headaches.

Explore our comprehensive collection of industry-specific guides, case studies, and insights designed to help businesses streamline finance and accounting operations through outsourcing.