Allan’s expertise and extensive experience are well known across the industry and a great advantage to the many clients of Koltin Consulting Group. Providing management, marketing and business consulting services to professional services and financial firms for over two decades, KCG knows what it takes to move your business forward.

We partner with our clients to foster deep relationships across an extensive, nationwide network of contacts, making KCG a top provider of management and marketing solutions, including:

Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, succession, and mergers and acquisitions.

For twenty-four consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. For the past seven years, he was recognized as one of the “10 Most Influential” in the profession and in 2023 he was ranked #2. Koltin was also voted one of the 10 Most Recommended Consultants for the twentieth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. For the past decade, Allan has also been named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. In 2016 CPA Practice Advisor inducted Allan into the Accounting Hall of Fame. He was also one of the first to be inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.

A nationally recognized speaker and industry analyst, he has appeared on the CNN, WGN and Fox Television networks and has been quoted frequently in such media as the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters. He has also spoken nationally and internationally at hundreds of conferences including those held by the AICPA, international CPA associations and state CPA societies.

Previously, Allan was the President and CEO of PDI, Global, Inc. which was the largest publisher of marketing materials for professional services firms. Allan originally sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it again to Thomson Reuters in 2011. Prior to that, Allan was a Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking Group, as well as the Law Firm Consulting Group. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm and was also a member of the firm’s Executive Committee. FERS was acquired by H&R Block in 1998.

He is a founding member of The Advisory Board, a think tank for the accounting profession. For 20 years The Advisory Board has hosted the Winning Is Everything Conference. Allan has served on various advisory boards, including SS&G, Outsource Partners International (OPI), the Association for Accounting Marketing (AAM), the National Association of Certified Valuation Analysts (NACVA), H&R Block (HRB Business Services) and ComplyGlobal.

Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management.

Allan attended both the University of Wisconsin – Madison and the University of Wisconsin – Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, his three children, Jack, Brian and Julia, and his two dogs, Bucky and Cody. His hobbies include travel, chess, and all sports.

Angela conducts detailed searches in targeted markets for successful CPA firms looking to explore the possibilities of an upstream merger. After initiating contact to determine the firm’s level of interest, she coordinates exploratory calls with KCG’s CEO.

Prior to this, Angela conducted all research assignments for the firm’s Talent Representation practice. Since joining KCG in 2013, Angela successfully executed research for a diverse array of Talent Representation assignments in public accounting, financial services, and in other areas of professional services.

Before joining the Koltin Consulting Group, Angela applied her multi-faceted experience in several industries, including financial services, consumer goods, and human resources consulting.

Angela earned her Bachelor of Arts in Human Resources Training and Development from Northeastern Illinois University in Chicago, Illinois. In addition, Angela earned a Master’s of Arts in Counseling from Roosevelt University in Chicago, Illinois, and a Certificate in Human Resources Management from Sheridan College in Sheridan, Wyoming. Angela is a Licensed Professional Counselor in the State of Illinois. She currently lives in Chicago with her husband.

Donna has been with KCG for 25 years. During that time, she coordinated and executed four office moves, implemented two corporate name changes and assisted in the divestiture of the firm’s publishing division.

She provides oversight and administration in areas of compensation, benefits, employee procedures, HR programs and policies, staffing/recruiting, and training/development. She is also responsible for planning, development, and implementation of all aspects of the human resources programs, policies, objectives, and initiatives in collaboration with the CEO. She enjoys the challenge of assisting clients with internal employee development initiatives.

Donna also manages accounts payable/receivables in their relation to cash flow, prepares commission calculations and assists with budgets and the monthly financial closing. Additionally, she assists the CEO with various aspects of his consulting engagements.

Donna holds a degree in Business Administration from Purdue University. She volunteers by mentoring college students transitioning into the workforce. Donna lives in Northwest Indiana and enjoys spending time with her two new granddaughters.