Top Business Consulting Firm

As a top consultant and nationally recognized public speaker, Allan has made this prestigious Accounting Today “Top 100 Most Influential People in the Profession” list for the past 19 years. For the past six straight years he has been voted a “Top 25 Thought Leader” by CPA Practice Advisor. INSIDE Public Accounting has voted him one of the “Top 10 Most recommended Consultants” for 13 straight years.

His expertise and extensive experience are well known across the accounting industry and a great advantage to the many clients of Koltin Consulting Group.

Articles and Knowledge

Koltin Consulting Group associates are frequently asked to lend their knowledge and expertise to various trade publications by contributing articles. Click here to view full articles.

Wipfli Acquires Chicago Accounting Firm Klein Hall. Allan Koltin served as principal advisor to both firms.

In a September press release, BDO USA announces combination with Peterson Sullivan, citing Allan Koltin as principal advisor to both firms.

Withum merges in Massachusetts-based Rucci Bardaro & Falzone, with Allan Koltin serving as the principal advisor to both firms.

Allan acted as principal advisor to both Wipfli and Patke in their recent merger.

Carr, Riggs & Ingram expanded its operations in Mississippi with the merger of WM. F. Horne & Company. Allan Koltin served as the principal advisor to both firms.

Allan Koltin served as principal advisor to both Armanino and Bolar Hirsch & Jennings, whose merger was announced on May 7, 2019.

When Baker Tilly and Montgomery Coscia Greilich wanted to discuss a potential merger, Allan served as the principal advisor to both firms.

Allan Koltin was the principal advisor to Wipfli and Howe Riley & Howe in their recent merger.

The Milwaukee Journal Sentinel and the Milwaukee Business News reported on Wipfli adding New Hampshire accounting firm Howe Riley & Howe.

Industry News

The Milwaukee Journal Sentinel quoted Allan in its August 16 article about Wipfli’s growth.

Allan Koltin delivered a keynote address on “Disruption, Changes and Opportunities in the Accounting Profession” at the CBIZ-MHM annual conference in San Antonio on July 16th.

On June 18th, Allan Koltin delivered a keynote on “Best in Class – Common Success Traits of High Performing Firms & Partners” at the Rainmaker SuperConference.

At the AICPA ENGAGE Conference on June 11th, Koltin delivered a keynote on “How to Build a Consulting and Advisor Practice.”

Koltin delivered a keynote address at the National Life CPA Symposium on June 8th on the “State of the Accounting Industry – Best Practices of High Performing Firms.”

From May 29th Accounting Today article, “Pathways to Growth, Time to Tackle Technology”, by Gale Crosley, “Jim (Bourke) turned to his own trusted advisor, Allan Koltin, the brilliant practice management and M&A consultant and principal of the Koltin Consulting Group. With Allan’s counsel, Withum made an acquisition that Jim says is among the best in the firm’s 45-year history.” To read full article, click here.

The Advisory Board announces dates for 2020 Winning Is Everything Conference. It will be held at the ARIA Resort & Casino, Las Vegas, from Tuesday, January 21 – Thursday, January 23, 2020.

Overheard at “Winning Is Everything” 2019 Conference

Accounting Today quoted Allan and other CPA firm leaders in “Major Changes Ahead in M&A.”

Allan Koltin was quoted in IPA’s article, “2018 In M&A: Trends Converge to Create A Changed Landscape.”

IPA’s Most Recommended Consultants Share Insights for 2019.

© 2018 Koltin Consulting Group