Focus on what counts

Strategy and Business Transformation

Focused on Improving Business Value

Today’s business culture is built around the need to continually evolve your business to ensure you stay ahead of the curve. In order to keep pace, business owners need a strong strategy that can be realistically and quickly implemented.

Take an in depth look the services we provide and the value they bring:

Robotic Process Automation

Finance Transformation

Financial Close Transformation

Rapid Finance Assessment

Rapid Business Assessment

System Selection and Implementation

ERP Design and Implementation

Business Intelligence and Analytics

Full Lifecycle M&A

Talent Imperative


Digital Transformation for CFOs

The Age of Digital Finance Has Arrived for the Middle Market

A Truly Digital Business Requires a New Model, Not Just Cool Tech

Customer Experience (CX) Series - Part 2

Customer Experience (CX) Series - Part 1

Creating an Agile Finance Department with Speed and Simplification

Pumpkin Spice and Profits that are Nice

Get More out of the WIP Schedule to Improve your Construction Business

Why You Need a Strategic Roadmap

How to get Your Leadership Team to Buy into Innovation Projects

Setting 2018 Business New Year’s Resolutions

Creating Value through Better Business Processes – Part I

Creating Value through Better Business Processes – Part II

Creating a Framework for Growing Revenue

Four Ways to Start a Successful ERP Journey

Unlocking Value through the Supply Chain

What Three Questions do Successful Business Leaders Ask?


Understanding the Rapidly Changing ERP Landscape

Unlock the Keys to Revenue Growth

How Citrin Cooperman Can Help


Our Strategy & Business Transformation practice is uniquely positioned to help identify and address your toughest challenges. Our expertise in strategic planning, process improvement, talent management, and technology allows us to provide both the thought leadership and the ability to execute that will help your business achieve its goals. We blend leading practices from traditional management consulting with cutting edge tools to create change at a pace and depth appropriate for your organization and prepare your people to sustain the results once the projects are complete.

Whether looking to sustain long-term growth or generate value towards an exit, we work in concert with you and your management team to create and execute strategies, with timely and measurable results, customized for your businesses’ unique needs and goals.

OurRelated Services

Strategy - Our strategy team helps our clients develop business strategies tailored to their industry and economics, assess critical aspects of their business, and implement and monitor operational roadmaps that help realize their long-term objectives.  Our areas of focus include:

  • Strategic Planning
  • Value Assessments
  • Profitability Studies
  • Cost Studies
  • Operations Strategies and Planning
  • Talent Strategies
  • Growth and Innovation
  • Operating Risk Assessments

Business Transformation - Strategies are only good if they can be effectively executed. We partner with you so that the strategies that drive your business’ success are embedded in the nuts and bolts of how your business runs every day. Citrin Cooperman knows how to guide you through transforming your company’s operations in order to meet your long-term strategic objectives. We partner with your leaders to align your operations to your goals, define projects to improve your processes and systems, and manage those projects through to completion. Our areas of focus include:


  • Operational Improvement
  • Systems Transformation
  • Talent Transformation         


  • Backoffice Finance
  • Sales and Marketing
  • Supply Chain, Sourcing, and Procurement
  • Human Resources
  • Manufacturing Management and Planning

Project Management

  • Project Management Office Planning
  • Managing Special Projects
  • Complex Program Management