Sign in

Allan Cohen

Research Analyst at B&C Financial

Allan A. Cohen is the Co-Founder, President, and CEO of B&C Financial Advisors, specializing in comprehensive wealth management and fiduciary financial planning. With over four decades of experience, Cohen began his career as a Certified Public Accountant before becoming a CERTIFIED FINANCIAL PLANNER®, and in 1995 co-founded B&C Financial Advisors after working at a large securities firm. He emphasizes investing with discipline and aligns client interests through a fee-only model, having cultivated a long-term track record of prudent asset management for a diverse client base. Cohen holds a B.S. in Accounting from Jacksonville University, an advanced certificate in Federal Gift and Estate Taxation, and maintains his CFP® and CPA credentials.

Allan Cohen's questions to Ameramex International (AMMX) leadership

Question · Q2 2022

Allan Cohen of B&C Financial questioned a discrepancy in the company's pro forma financial figures, noting that the entire value of delayed sales revenue appeared to be added to gross profit without accounting for the cost of goods sold for both the quarter and six-month periods.

Answer

CFO Hope Stone, with CEO Lee Hamre, acknowledged the error in the calculation. Stone explained that the cost of goods sold was not subtracted from the potential revenue figure when calculating the adjusted gross profit. She confirmed that the company would issue a revised news release to correct the figures.

Ask follow-up questions

Get Instant Answers from SEC Filings & Earnings Calls

Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.

Search across 8,000+ companies
Access millions of SEC filings & transcripts
Get answers cited to the source
Try Fintool for Free

Trusted by leading investment firms and analysts