| Article/Speech Title | Publication/Conference | Date |
|---|---|---|
| "State of the Accounting Industry/Best Practices of High Performing Firms" | NACVA Valuation & Financial Litigation Hybrid SuperConference | December 17 |
| "Accounting Firm Crowe to Acquire 3rd Largest Texas Firm Briggs & Veselka" | CPA Practice Advisor | December 10 |
| "Crowe Combines with Briggs & Veselka" | Accounting Today | December 8 |
| "Crowe Acquires Texas IPA 100 Firm" | Inside Public Accounting | December 8 |
| "The Top 10 People in Public Accounting" | Accounting Today | December 2 |
| "The 100 Most Influential People in Accounting" | Accounting Today | December 2 |
| "Marcum Acquires St. Louis Firm" | Inside Public Accounting | December 2 |
| "EisnerAmper Merges in Caler Donten Levine Cohen Porter & Veil" | Accounting Today | December 2 |
| "Marcum Acquires St. Louis Accounting Firm BWTP, PC" | St. Louis Business Journal | December 1 |
| "Marcum Merges in BWTP" | Accounting Today | December 1 |
| "Marcum Acquires St. Louis Accounting Firm BWTP, PC" | CPA Practice Advisor | December 1 |
| "IntroHive 2022: Is Your Firm Ready?" | IntroHive Fireside Chat with Allan Koltin | December 1 |
| "2022 Trends Affecting the Accounting Industry" | Infinity Globus/PMBA/Smart Accountants Webinar | November 22 |
| "Withum Merges in Restivo Monacelli" | Accounting Today | November 16 |
| "Withum Acquires Accounting Firms on the East and West Coasts" | CPA Practice Advisor | November 15 |
| "Carr Riggs & Ingram Merges in Brooks McGinnis" | Six Park.news/Georgia | November 8 |
| "Carr Riggs & Ingram Grows Presence in Atlanta with Acquisition" | Inside Pubic Accounting | November 8 |
| "Baker Tilly Enters Boston Market with Acquisition of The MFA Companies" | Consulting News | November 6 |
| "CRI Merges in Brooks McGinnis" | Accounting Today | November 5 |
| "Baker Tilly Enters Boston with the Acquisition of The MFA Companies" | Berkshire Hathaway Business Wire | November 4 |
| "Carr Riggs & Ingram Acquires Atlanta Accounting Firm McGinnis & Co" | CPA Practice Advisor | November 4 |
| "Baker Tilly to Acquire MFA" | Accounting Today | November 4 |
| "Baker Tilly Acquires the MFA Companies" | Inside Public Accounting | November 4 |
| "Baker Tilly Enters Boston with the Acquisition of the MFA Companies" | Boston Herald Chronicle | November 4 |
| "Baker Tilly to Acquire The MFA Companies" | CPA Practice Advisor | November 4 |
| "Baker Tilly Enters Boston with Acquisition of The MFA Companies" | Yahoo Finance | November 4 |
| "Realizing Your Firm's Potential" Best Practices of the Fastest Growing Firms in the Country" | Moore North America 2021 Conference | November 4 |
| "Citrin Cooperman Merges in OLC Management" | Accounting Today | November 3 |
| "Accounting Firm Leventhal/OLC Merges into Citrin Cooperman" | CPA Practice Advisor | November 3 |
| "Citrin Cooperman Acquires Entertainment Business Management Firm" | Inside Public Accounting | November 3 |
| "Recruitment, Retention and Keeping Stars: Best Practices in Human Capital" | Moore North America 2021 Conference | November 3 |
| "Private Equity Circles a New Target: Accounting Firms" | Crain's Chicago Business | October 27 |
| "State of the Accounting Industry: Best Practices of Successful Firms" | National Life CPA Symposium | October 26 |
| "Opportunities, Challenges & Best Practices of High Performing Firms" | Winding River MP Bootcamp | October 18 |
| "PwC's Work-Anywhere U.S. Policy Aims to Attract, Retain Staff" | Bloomberg Tax | October 11 |
| "PwC Just Announced that You Never Have to be Back to the Office if You Don't Want to (Sorta)" | Going Concern | October 10 |
| "Private Equity's Push into Accounting" | Journal of Accountancy | October 6 |
| "PwC to Allow U.S. Staffers to Work Virtually, Live Anywhere" | Bloomberg Tax | September 30 |
| "The Plan/Thoughts for the Week by Jeffrey Wiener -CEO of Marcum" | Marcum Weekly Blog | September 24 |
| "With S.F. Accounting Firm Acquired, Here's Why More Deals are Expected" | San Francisco Business Times | September 23 |
| "Koltin Discusses Trends in the Profession" | Rosenberg Map Survey/ CPA Trendlines | September 23 |
| Private Equity is Now Dipping Its Toes in Public Accounting Firms" | Going Concern | September 17 |
| "Baker Tilly to Acquire ACT" | Accounting Today | September 16 |
| "Baker Tilly Acquires IPA 200 Firm" | Inside Public Accounting | September 16 |
| "Baker Tilly Acquires Accounting Firm Arnett Carbis Toothamn, LLP in Mid-Atlantic" | CPA Practice Advisor | September 16 |
| "Baker Tilly Acquires Arnett Carbis Toothman" | CityBiz | September 16 |
| "Baker Tilly Acquires Accounting Firm Arnett Carbis Toothman, LLP in Mid-Atlantic" | BusinessWire | September 16 |
| "CRI Acquires N. Carolina Accounting Firm Sharrard McGee" | CPA Practice Advisor | September 10 |
| "Carr Riggs & Ingram Acquires North Carolina Firm" | Inside Public Accounting | September 9 |
| "Top 25 Nationally Ranked Carr, Riggs & Ingram (CRI) Expens Operations in Greensboro and Highpoint" | Intrado GlobeNewswire | September 9 |
| "CBIZ Acquires IP Top 200 Firm" | Inside Public Accounting | September 2 |
| "CBIZ Buys Shea Labagh Dobberstein from San Francisco" | SF Bay Gazette | September 2 |
| "CBIZ Acquires Shea Labagh & Dobberstein | Accounting Today | September 2 |
| "CBIZ Acquires San Francisco Bay Accounting Provider Shea Labagh & Dobberstein" | PR Newswire | September 1 |
| "As M&A Activity Reshapes the Tax & Accounting Profession, Private Equity Takes a Hand" | Reuters | September 1 |
| "CBIZ Acquires San Francisco Accounting Firm Shea Labagh Dobberstein" | CPA Practice Advisor | September 1 |
| "CBIZ Buys Shea Labagh Dobberstein of San Francisco" | Crain's Cleveland Business | September 2021 |
| "Trends and Opportunities for the Tax and Accounting Profession" | Intuit Podcast | August 26 |
| "Is it Too Hard to Become a CPA?" | Accounting Today | August 25 |
| "Accountancy Margolin, Winer & Evens Agrees to be Acquired by Baker Tilly" | Newsday | August 24 |
| "Rueben Brown Combines with Liberty Technology Advisors to Expand Technology Consulting Services" | ETax Nexus US | August 13 |
| "Profession Vets Launch 2021 Winning Ways Conference" | Accounting Today | August 11 |
| "Baker Tilly Expands in New York with Acquisition of Margolin, Winer & Evens" | CPA Practice Advisor | August 10 |
| "Baker Tilly Acquires NY Firm" | Inside Public Accounting | August 10 |
| "Baker Tilly to Acquire Margolin, Winer & Evens" | Accounting Today | August 9 |
| "Baker Tilly Acquires Margolin, Winer & Evens" | City Biz | August 9 |
| "EisnerAmper Receives Private Equity Investment; creates New Business Model" | Inside Public Accounting | August 3 |
| "How to Assess Your Firm's Future Succession Paths - Internal vs. External" | AICPA CIMA ENGAGE 2021 | July 28 |
| "Accounting Firm Industry Insider Series: A Conversation with Practice Management and M&A Expert Allan Koltin" | Levenfeld Pearlstein Podcast | July 14 |
| "The Evolution of Non-CPAs in CPA firms" | Baker Tilly International North American Conference | June 17 |
| "PwC Restructures for Future of Bots, Post-COVID Advisory Boom" | Bloomberg Tax | June 16 |
| State of the Accounting Profession/Overview of M&A and Private Equity" | NEXIA International | June 14 |
| "Koltin Speaks on Trends in the Profession, as well as Best Practices of High Performing Firms" | CBIZ Leadership Virtual Conference | June 8 |
| "Koltin Speaks on State of the Profession and Best Practices" | 2021 National Life Virtual CPA Symposium | June 8 |
| "Practical Ideas for Growth with Allan Koltin: Post Pandemic Predictions" | CPAsNet Podcast | June 5 |
| "The Flywhell Effect - Tax and Accounting Firms Need to Make Investments in Marketing and Talent to Ensure Succession Success" | Thomson Reuters | May 25 |
| "Fetch a High Multiple When You Sell Your CPA Firm, with Allan Koltin" | Smart Strategies for CPAs Podcast with Geraldine Carter | May 19 |
| "Accounting Industry is Grappling with a Shortage of Talent" | Crain's Cleveland Business | May 16 |
| "Three Consultants Tackle Toughest Managing Partner Questions" | Inside Public Accounting | May 12 |
| "Allan Koltin Talks about Opportunities and Threats with the Profession" | Maximizing 2021 Roundtable Series - Part 3 | May 7 |
| "CBIZ Acquires Top Puget Sound Accounting Service Provider Berntson Porter & Company, PLLC" | Cision PR Newswire | April 29 |
| "CBIZ Acquires Berntson Porter" | Accounting Today | April 29 |
| "CBIZ Acquires IPA 200 Firm" | Inside Public Accounting | April 29 |
| "CBIZ Buys 120-Person Accounting Firm in Washington State" | Cleveland Business Journal | April 29 |
| "CBIZ Acquires Bernston Porter" | CPA Practice Advisor | April 29 |
| "CBIZ Expands to Pacific Northwest with Berntson Porter Acquisition" | Crain's Cleveland Business | April 29 |
| "Best Practices on Firm Governance/Firm Leadership: | Thomson Cpnsulting | April 21 |
| "Public Debate Over Private Equity in Accounting Continues" | Inside Public Accounting | April 20 |
| "Driving Growth from the Inside Out" | Keystone Consulting - Virtual CPA Roundtable | March 31 |
| "Allan Koltin Discusses Hot Topics Within the Profession" | Maximizing 2021 Roundtable Series - Part 3 | March 19 |
| "CPAs Seek Fewer PPP Loans as Economic Picture Brightens" | Bloomberg News | March 8 |
| "Consultant Says Private Equity Announcement Likely Coming Soon" | Inside Public Accounting | February 25 |
| "Citrin Cooperman Expands Bicoastal Footprint" | StreetInsider.com | February 25 |
| "Allan Koltin Offers Encouragement to the Profession" | Maximizing 2021 Roundtable Series - Part 1 | February 20 |
| "Koltin Speaks to Withum Board on State of the Accounting Industry" | Withum Board Meeting | February 9 |
| "State of the Accounting Industry, with a Focus on Merger & Acquisitions" | Kuesel/Rosenberg Roundtable | February 9 |
| "Koltin Speaks to Significant Changes in the Profession that Took Place in 2020" | CPA Trendlines | February 4 |
| "EisnerAmper adds Goldin Peiser & Peiser" | Accounting Today | February 2 |
| "Accounting Firm Goldin Peiser & Peiser Joins EisnerAmper" | Cision PR Newswire | February 2 |
| "EisnerAmper Merges in IPA 300 Firm" | Inside Public Accounting | February 2 |
| "EisnerAmper Acquires Accounting Firm Goldin Peiser & Peiser" | CPA Practice Advisor | February 2 |
| "Koltin Speaks to HLB European Group on How to Build a Successful Consulting and Advisory Practice" | HLB International - European Meeting | January 22 |
| "Koltin Speaks on Bet Practice of High Performing Firms and Leaders" | Winding River Managing Partner Bootcamp | January 12 |
| "Update on the State of the Accounting Industry & Bet Practices of High Performing Firms in 2020" | BDO Alliance Midwest, Great Lakes, Ohio Valley & Upstate New York Virtual Meeting | January 12 |
| "BDO USA Expands Florida Presence with MBAF Acquisition" | Consulting Magazine | January 12 |
| "BDO and MBAF Team up in Another Powerhouse IPA 100 Pairing" | Inside Public Accounting | January 8 |
| "BDO to Acquire Top Florida Accounting Firm MBAF" | CPA Practice Advisor | January 8 |
| "BDO Merges in MBAF" | Accounting Today | January 8 |
| "BDO USA, LLP Combines with MBAF, Expanding National Footprint and Becoming the Largest Accounting & Advisory Firm Florida" | Berkshire Hathaway Company Business Wire | January 8 |
| "Citrin Cooperman Acquires Los Angeles Accounting Firm Goren Marcus Masino & Marsh" | CPA Practice Advisor | January 5 |
| "Citrin Cooperman Adds Goren Marcus Masino & Marsh" | Accounting Today | January 5 |
| "Citrin Cooperman Bolsters West Coast Presence with Acquisition" | Accounting Today | January 5 |
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