AI Advisory
MAKE YOUR NEXT AI MOVE MATTER
Business leaders are under pressure to act on AI, but many lack a practical path from interest to measurable impact.
Boards and executive teams need clear answers on where AI can create value, which use cases to prioritize, what risks must be managed, and how to move from pilots to sustainable execution. Yet many middle market organizations face a crowded vendor landscape, limited internal capacity, and governance models that have not kept pace with adoption. The result is uncertainty, fragmented experimentation, and missed opportunities to turn AI investment into business performance.
AI advisory built for what's next
We connect every engagement to measurable value and bring the right resources to bear at each step.
AI roadmap + system selection
- Al opportunity assessment
- AI vision & priorities development
- Workforce impact simulation
- ROI & margin analysis
- Vendor, tool, & model selection
Al workflow automation
- ERP + LLM integration
- Finance process automation
- Pilot & use-case build
- Training, change management, & operating model support
Governance + risk assurance
- Al governance frameworks
- Data governance and AI data readiness
- Responsible Al policies
- Al internal audit programs
- ISO 42001 readiness
- Al cyber risk assessment
- AI governance committee & board training
HOW TO BEGIN WITH CONFIDENCE
Begin with a focused diagnostic, then expand into enablement and governance as value is proven and confidence grows.
An AI opportunity assessment that maps the highest-value use cases to your financials and returns a prioritized roadmap and a clear first move.
A fast read on your AI governance posture — the policies, controls, and oversight needed to make AI defensible and board-ready.
A portfolio-wide view of AI value-creation opportunities and risk across holdings, sized for fund-level decision-making.
What sets our approach apart
What sets our approach apart
Industry depth & specialization
Our advisors pair AI fluency with deep, sector-specific experience — they understand the regulations, economics, and realities of your industry, not a generic playbook.
EBITDA framing
We translate Al into financial outcomes, such as 18% to 25% productivity improvement and 2 to 4 EBITDA points, and build the business case early, so every next move is backed by measurable value.
Vendor-agnostic orchestration
We select and manage the right tools and implementers in your interest. We quarterback the program; you own the outcome and keep the leverage.
Governance by design
Controls, policies, audit programs, and ISO 42001 readiness that make AI auditable, defensible, and board-ready, not an afterthought.
Frequently asked questions (FAQ)
CohnReznick's AI Advisory helps organizations quantify AI's value, deploy it effectively, and govern it responsibly. We act as a trusted, AI-agnostic advisor rather than a technology vendor — connecting AI to EBITDA, margin, and productivity; orchestrating the right tools and vendors in your interest; and building the controls and policies that make AI auditable and sustainable. Our AI Advisory team is drawn from not only our Data & AI team, but also our Risk (Opens a new window), CxO Advisory (Opens a new window), and industry teams – bringing together complementary perspectives to offer you comprehensive insight.
We are AI-agnostic. We recommend the right tools, vendors, and resources for your business — never our own — and stay accountable for the outcome, not just the deliverable. We quarterback the program while you own the outcome and keep the leverage.
We start with the business case, not the technology. Every engagement is tied to measurable outcomes such as EBITDA improvement, margin expansion, productivity gains, cost reduction, risk mitigation, or revenue growth. We quantify expected value upfront, prioritize the highest-impact opportunities, and create a clear roadmap so leaders can invest with confidence and track results over time.
ISO 42001 is the emerging global standard for AI management systems. It provides a framework for keeping AI governance responsible, defensible, and auditable. CohnReznick is pursuing ISO 42001 accreditation and can help your organization build the controls, policies, and oversight to navigate the standard ahead of the market.
Most engagements start small with a focused diagnostic — such as Polaris (an AI opportunity assessment), a Governance QuickStart, or a Portfolio Diagnostic — that delivers a prioritized roadmap and a clear first move. From there, clients expand into enablement and governance as value is proven and confidence grows.
Yes. We support portfolio-wide AI value creation for private equity sponsors and their portfolio companies, including fund-level program management, with flexible engagement models structured around your team, pace, and goals.
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Related services
Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture – addressing any industry-specific needs.