Running a professional services firm these days isn’t easy. You not only must have clear strategic vision, highly competent people, strong leadership skills and the agility to take advantage of quick-moving opportunities, you also need the assistance of experts who know your profession, understand your challenges and can guide you to greater success.

Koltin Consulting Group’s experienced advisors excel in helping firms like yours realize more of their profit potential. Our consulting group is led by Allan D. Koltin, CPA, CGMA, a nationally recognized authority on the professional services industry who has been rated “Most Influential in the Profession” by Accounting Today for the past 19 years and “Most Recommended Consultant” by INSIDE Public Accounting for the past 13 years.

Strategic Planning That Leads To a Better Future

Knowing as a firm what you’re good at, where you want to go and how to get there is the key to greater profitability. Allan Koltin is an experienced advisor who specializes in facilitating retreats and strategic planning sessions that help you:

• Determine your firm’s culture and market position
• Identify your strengths, weaknesses, opportunities and threats
• Envision your future, set goals and chart a course to reach them

To assist in the planning and implementation process, our expert facilitators help partners overcome barriers to communication, address difficult issues and develop action plans that work. Our strategic planning services include:

• Partner retreats and planning meetings
• Market research and competitive analysis
• Firm-wide, niche and individual marketing plans
• Visioning, team-building and goal-setting exercises

Results-Oriented Governance and Leadership Solutions

Getting your people to all move in the same direction can be a real challenge. You need an organizational structure and decision-making processes that allow meaningful input from team members while keeping your firm on track and rolling steadily forward. You also need leaders who minimize friction, motivate peak performance and advance your firm’s success.

Allan is an industry-leading consultant with years of experience in advising firms on ways to operate more effectively. We can help improve your firm’s governance and realize your firm’s full potential.

Profit-Improvement Consulting That Works

Like other businesses, professional services firms have to manage costs tightly and operate efficiently to stay in the black. But to optimize profitability, firms need the input of an objective advisor who can identify whatever is weighing down the bottom line and recommend ways to maximize financial performance.

This is where Koltin Consulting Group comes in. Allan is among the industry’s best at delivering profit enhancement solutions.

Compensation Systems That Maximize Performance

To realize your firm’s full potential, you need a compensation program that encourages performance while providing for sufficient investments in firm operations and growth. The key is to set goals and provide incentives that reward achievement while recognizing the unique strengths and talents of firm members.

In working with hundreds of professional services firms over the years, Allan has developed a keen understanding of various compensation models and how to help firms adopt those that best fit their culture, objectives and organizational structure. We are ready to assist you with:

• Evaluation of your existing compensation system
• Comparative best practices and compensation benchmarking
• Incentive and bonus programs
• Design of performance-based compensation plans
• Policies, practices and salary structures

Succession Planning That Achieves Your Goals

The long-term success of your organization depends on having a plan for smoothly transferring leadership and ownership to others when key partners retire or leave. But developing a plan on your own can be difficult, especially when partners have different views of your firm’s future or there aren’t other firm members ready to take over.

That’s why you’ll want to call on Allan Koltin for professional guidance and objective assistance in creating your succession plan. Allan has built a strong track record for helping firms:

• Develop exit strategies for senior partners
• Select managing partners, practice leaders and build effective leadership teams
• Mentor and train future partners and firm leaders
• Create an organizational structure that protects partner equity while giving more firm members a stake in ownership
• Sell the practice to or merge with other firms

Retreats That Generate Great Ideas

Partners and staff collectively have a wealth of knowledge and insight about ways to enhance a firm’s success. But organizational structure, interpersonal conflicts and other barriers to communication can make it difficult for firms to fully tap their own intellectual capital.

That’s why smart firms call on Allan D. Koltin, CPA, to facilitate their retreats and partner meetings. We don’t just bring people together, but also encourage cooperative brainstorming, creative problem-solving and bold thinking about the firm’s future.

Allan is highly skilled at:

• Planning and conducting retreats and partner meetings
• Conducting pre-retreat surveys to identify issues
• Developing and managing retreat agendas
• Building trust, participation and teamwork
• Leading participants through brainstorming exercises
• Drawing out ideas and suggestions
• Resolving conflicts and addressing difficult situations
• Turning ideas into results

“Allan Koltin is the Master Jedi when it comes to CPA firm consulting. His depth, experience and ability to move a group of accountants to a higher level of understanding, awareness and action is inspiring. We gave him a standing ovation at our recent Principal’s retreat. You will feel the Force and be empowered to be great!”

– Sandy Abalos, CPA, MA, CGMA, Principal-in-Charge, Phoenix Office, REDW LLC

Executive Coaching That Makes You A Winner

It can be lonely at the top—especially when you’re confronted with dispute resolution, practice management issues and other challenges your professional training didn’t prepare you for. Who can managing partners turn to for help in building their leadership skills, making tough decisions and guiding their firms to greater success?

Allan Koltin. Allan is highly effective at helping firm leaders play at the top of their game with coaching services that include:

• Informed and supportive guidance on critical issues
• Objective feedback on strengths and areas for improvement
• Assistance with problem identification and resolution
• Development of management and leadership skills
• Evaluation of alternatives and decision-making
• Management of organizational crises or change