Allan is widely quoted in industry and news publications and is a much sought-after speaker on topics involving the accounting profession. View his recent activity below.
Articles, News & Events by Year
| Article/Speech Title | Publication/Conference | Date |
|---|---|---|
| CRI Merges in ProSportCPA | Accounting Today | August 1 |
| CRI Adds ProSportCPA to Build Services to Athletes, Entertainers | Inside Public Accounting | August 1 |
| Carr, Riggs & Ingram Adds ProSportCPA | CPA Practice Advisor | August 1 |
| CBIZ to Acquire Marcum in Megamerger | Accounting Today | July 31 |
| Advisor to CPA Firms Wowed by CBIZ/Marcum | Inside Public Accounting | July 31 |
| CBIZ to Join Elite Firms After 'Groundbreaking' Acquisition of Marcum | Crain's Cleveland Business | July 31 |
| Two Top 20 Firms to Merge, Creating a $2.8 Billion Powerhouse | Inside Public Accounting | July 31 |
| CBIZ Reaches Deal to Acquire Fellow Top 15 Firm Marcum | CPA Practice Advisor | July 31 |
| US Accounting Firms Rethink Global Networks | Financial Times | July 29 |
| What is the Greatest Flaw of Accounting Firm Leaders? | CPA Practice Advisor | July 25 |
| Grant Thornton Crossroads: Three Paths Lay Ahead of Irish Partners. Here's How They Might Play it Out | Business Post of Ireland | July 25 |
| Koltin Delivers Keynote on Firm Leadership | Bridging the Gap Conference | July 24 |
| Citrin Cooperman Buys Worcester Tax, Advisory Firm | Providence Business News | July 16 |
| Firm Management - PE Loves CPAs | Bloomberg Invest - CFO Brew | July 14 |
| Citrin Cooperman Acquires S&G | CPA Practice Advisor | July 9 |
| Citrin Cooperman Acquires S&G | Accounting Today | July 9 |
| Navigating the New Accounting Landscape - Private Equity Investments and Firm Strategies | Inside Public Accounting | July 2024 |
| Private Equity Investment Comes to Colorado Accounting Firms | News Account/COCPA Magazine | Summer 2024 |
| Merger Guidance for CPA Firms: Start Early, Plan Strategically for Long-Term Success | Insight Magazine of the Illinois CPA Society | Summer 2024 |
| Best Practices for High Performing CPAs - Firms, Partners, Leaders | CPA Hub North Podcast | June 26 |
| Accounting Firms Weigh Their Options in the Search of Capital | TaxNotes | June 24 |
| Investors Eyeing Opportunities in Accounting Firms | Indianapolis Business Journal | June 21 |
| Koltin Delivers Keynote on the State of the Accounting Industry and Best Practices of High Performing Firms | National Life Group CPA Symposium | June 12 |
| Wave of Talks with Financial Bidders Comes as Regulators Voice Concern About Audit Quality and Tone | The Irish Times | June 11 |
| One-Third of Largest US Accounting Firms in Private Equity Acquisition Talks | NYSCPA's Magazine the Trusted Professional | June 11 |
| Private Equity Groups Poised to Own One in Three Top US Accounting Firms | Financial Times | June 10 |
| Koltin Presents on the State of CPA Firm M&A - Trends, Opportunities & Challenges | AICPA - CIMA ENGAGE Conference | June 4 |
| Koltin Serves as Shark Tank Judge at MP Bootcamp | Winding River Managing Partner Bootcamp | May 22 |
| Koltin Presents on Common Success Characteristics of High Performers & Leaders | Thompson Consulting Inaugural Leadership Launch | May 20 |
| Koltin Delivers Keynote on the State of the Accounting Profession | University of S. Florida Accounting Circle CPA Day | May 17 |
| Koltin Presents on the Rise of Private Equity in Accounting | RightWorks RightNow Conference | May 16 |
| Koltin Delivers Keynote on the State of Accounting Firm M&A: Do's and Don't's that Sellers Must Know | RightWorks RightNow Conference | May 15 |
| How This Accounting Firm Got Private Equity's Cash, but Kept Control | Crain's Chicago Business | May 14 |
| Bain Capital Invests $250,000,000 in Sikich for Minority Stake | Crain's Chicago Business | May 10 |
| Koltin Delivers Keynote on "Leadership Lessons I Wish I Knew Before I Was a Leader | BDO Alliance Conference Las Vegas | May 7 |
| Koltin Speaks on M&A and Private Equity | BDO Alliance Conference Las Vegas | May 7 |
| Crete Secures Funding to Bring Aboard New Partner Firms, Grow Tech Capabilities | CPA Practice Advisor | May 6 |
| Crete Professionals Alliance Raises Capital to Accelerate Partnerships | Inside Public Accounting | May 2 |
| Crete Secures Additional Funding | Accounting Today | May 2 |
| A Master Class in Leadership: A Conversation with Allan Koltin | Levenfeld Pearlstein | April 24 |
| From Humble Beginnings to Thought Leader: Interview with Allan Koltin | TriMerit Podcast | April 24 |
| Crete Professionals Alliance Distinguishes Itself with Latest Partnership and Leadership Hire | EIN Press Wire | April 9 |
| Reid CPA Joins Forces with Crete Professionals Alliance | CPA Practice Advisor | April 9 |
| Crete Professionals Alliance Distinguishes Itself with Latest Partnership and Leadership Hire | Inside Public Accounting | April 9 |
| Crete Professionals Alliance Adds Reid Tax and Advisory Services Professional Alliance | Accounting Today | April 9 |
| Accounting Firms Rethink Their Ownership Structure | Wall Street Journal | April 5 |
| Crowe Strengthens Texas Presence with Acquisition of Belt Harris Pechacek | Inside Public Accounting | April 4 |
| Crowe Set to Acquire Texas Firm Belt Harris & Pechacek | CPA Practice Advisor | April 3 |
| Crowe Adds Belt Harris Pechacek | Accounting Today | April 3 |
| Don Scholl, A Well Liked and Respected Consultant to the CPA Profession, has Died | CPA Practice Advisor | March 28 |
| Koltin Speaks to Toronto Richter Office on Growing Professionally and State of the Industry | Richter Business/Family Office | March 21 |
| Private Equity Gets Its Biggest Accounting Firm Yet | CFO Brew | March 19 |
| Private Equity Groups Step Up in Pursuit of White Collar Partnerships | Financial Times | March 18 |
| Grand Thornton Deal Continues the Private Equity Investment Trend | Journal of Accountancy | March 18 |
| Grant Thornton is the Latest US Firm to Get into Bed with Private Equity | CPA Practice Advisor | March 15 |
| Grant Thornton Gets Major PE Stake | Accounting Today | March 15 |
| Grant Thornton Takes Investment from New Mountain Capital | Inside Public Accounting | March 15 |
| State of Profession | The CPA Journal | March 15 |
| Professionals Don't Know What GenAI is, But Plan to Spend More on It | Accounting Today | March 14 |
| Impact of AI on Professional Services | Pointe Advisory | March 11 |
| Celebrating 30 Years: Marc Rosenberg's Reflections | Bloomberg Associates | February 27 |
| Grim Outlook Predicted for Accounting Firms for Next Four Years - With Hope | Thomson Reuters | February 20 |
| New York CPA Firm Acquires Long Time Ft. Lauderdale Accounting Company | Biz Journal.com | February 13 |
| PE Firms Expand Accounting Investments | Accounting Today | February 12 |
| Springline Advisory Invests in BGBC Advisory | Inside Public Accounting | February 12 |
| CPA Firm BGBC Joins Forces with Springline Advisory | CPA Practice Advisor | February 12 |
| Citrin Cooperman Increases Florida Presence with Acquisition of Keefe McCullough | Inside Public Accounting | February 7 |
| Private Equity Uncovers the Money in Money Management | Middle Market Growth Magazine/Association of Corporate Growth | February 7 |
| Citrin Cooperman Acquires CPA Firm Keefe McCullough in Florida | CPA Practice Advisor | February 6 |
| Citrin Cooperman Expads in South Florida | Accounting Today | February 6 |
| Baker Tilly Just Did a Massive Private Equity Deal | Going Concern | February 5 |
| Baker Tilly Gets Big Private Equity Boost from H&F and Valeas | CPA Practice Advisor | February 5 |
| Baker Tilly Secures Private Equity Investment in Largest CPA Firm Transaction to Date | Inside Public Accounting | February 5 |
| Baker Tilly Gets PE Investment | Accounting Today | February 5 |
| Interview - Delivering Dividends: Investing in Accounting Firms | Middle Market Growth Magazine/Association for Corporate Growth | February 2 |
| The Flaw in the Partner Model: Partners | Accounting Today | January 31 |
| Koltin Speaks to BDO Managing Partner Roundtable on State of the Accounting Industry and Private Equity | BDO Managing Partner Roundtable | January 16 |
| Citrin Cooperman Continues Geographic Expansion with Acquisition of Coleman Huntoon & Brown | Inside Public Accounting | January 10 |
| Citrin Cooperman Adds Coleman Huntoon & Brown | CPA Practice Advisor | January 9 |
| Citrin Cooperman Continues Geographic Expansion with Acquisition of Coleman Huntoon & Brown | PR Underground | January 9 |
| Citrin Cooperman Acquires Coleman Huntoon & Brown | Accounting Today | January 9 |
| The State of the Profession - Trends and Challenges 2023: Excerpts from the Experts | The CPA Journal | January 2024 |
| Reshaping the Pyramid | Accounting Today | January 2024 |
| What Lies Ahead for 2024? Top Consultants Make Some Predictions | Inside Public Accounting | January 2024 |