CPA Firm Strategies That Work for Expert Merger and Acquisition

A Winning Deal

Be sure to call on Allan when you're thinking about selling, acquiring or merging with another professional services firm. He can help you put together a winning deal that achieves your growth or succession objectives.


Expert Merger and Acquisition Assistance

Deciding to acquire or merge with another firm is one of the most crucial decisions you and your partners will ever make. That's why you need the advice of someone who knows the industry, the players and the things to look at when considering a move of this magnitude.

Allan D. Koltin, CPA, Koltin Consulting Group CEO, and co-author of CPA Firm Strategies That Work, is widely recognized as one of the top M&A consultants in the accounting industry. He has helped scores of firms make the right decision about mergers and acquisitions by leading them through a process that includes:

  • Defining the firm's goals and expectations
  • Targeting the market and beginning the search
  • Reviewing candidates and making an offer
  • Negotiating and closing the deal
  • Planning for postmerger communications, operations and cultural integration

"There is a merger frenzy taking place, the likes of which we've never seen in the profession before. Whether it's for strategic and/or succession reasons, everyone seems to be talking to everyone."

Contact Us

Contact Allan Koltin at for more information.