2023

Article/Speech Title	Publication/Conference	Date
Mid-Sized US Accounting Firms Retreat from Public Company Audits	Financial Times	December 26
In Play: Allan Koltin, CPA, CGMA	IL CPA Society Insight Magazine	Winter 2023
Slower Growth in Advisory has Led to Partner Layoffs at Three of the Big 4	NY State Society of CPAs	December 19
EY, KMPG Starting to Lay Off Partners	Wall Street Journal	December 18
WSJ: EY, KMPG Starting to Lay Off Partners	Inside Public Accounting	December 18
Big Four Accounting Firms Overhired,. Now They're Starting to Lay Off Partners	Financial News London	December 18
Rosenberg Survey: Profits are Up but Accounting Firms are Still Grappling with the Persistent Gap in Talent and Skills	Thomson Reuters	December 11
Seven AAM Members Named to Accounting Today's Annual List of Top 100 Most Influential People in Accounting	Accounting Marketing	December 8
Koltin Speaks at the Rainmaker Managing Partner Roundtable	The Rainmaker Companies	December 8
Citrin Cooper CEO on "Life Lessons from the Accounting World"	The Ionian	December 7
Koltin Speaks on the State of the Accounting Profession	Infinity Globus	December 7
Allan Koltin Named Second Most Influential in the Accounting Profession	Accounting Today	December 5
Koltin Speaks to Managing Partners at BDO Alliance USA on the State of the Accounting Industry and Best Practices	BDO Alliance USA	December 4
"Great Shakeup" in CPA Firms on the Way	CPA Trendlines	November 26
Koltin Presents on State of the Industry	Winning Ways Conference 2023	November 15
Koltin Speaks on Best Practices of High Performing Firms	Winding River Managing Partner Bootcamp	November 15
EisnerAmper Merges in SKP	Accounting Today	November 15
Spielman Koenigsberg & Parker Merges with IPA 100 Firm	Inside Public Accounting	November 15
EisnerAmper to Merge in New York City Firm Spielman Koenigsberg & Parker	CPA Practice Advisor	November 15
Spielman Koenigsberg & Parker Combine with EisnerAmper	Cision PR Newswire	November 15
Koltin Speaks on the State of the Accounting Industry and M&A/PE	AICPA Nationanl Tax Conference	November 14
Five Ways Staff Shortages are Changing Firms Forever	CPA Trendlines	November 14
Cohen & Co. to Merge in Szymkowiak and Pear	Accounting Today	November 13
Cohen & Company Moves into Western New York with Acquisitions"	Inside Public Accounting	November 13
Cohen & Co. to Move into Buffalo after Acquiring CPA Consulting Firm	CPA Practice Advisor	November 13
Cohen & Company Expands into Western New York	Cision PR Newswire	November 13
Koltin Presents on State of the Accounting Industry and Best Practices of High Performing Firms	Demers Beaulne LLP Partner Retreat	November 13
Eide Bailly Acquires Arizona Firm	Inside Public Accounting	November 9
Koltin Speaks on the State of the Accounting Industry and Best Practices of High Performing Firms	National Life CPA Symposium	November 8
Eide Bailly Merges in Secore & Niedzialek	Accounting Today	November 8
Eide Bailly Joins Forces with Phoenix CPA Firm Secore & Niedzialek	CPA Practice Advisor	November 8
Ernst & Young LLP Contemplates Governance Overhaul to Empower Partners and Principals	JD Journal	November 7
EY is Giving More Power to Partners in Wake of Failed Split	Bloomberg Tax	November 6
Koltin Delivers Keynote Address on Leadership and Current Trends in the Accounting Profession	LEA Global World Conference	November 3
Citrin Cooperman Acquires Gettry Marcus	Accounting Today	November 2
Citrin Cooperman Adds Top 200 CPA Firm Gettry Marcus	CPA Practice Advisor	November 2
Citrin Cooperman Acquies IPA 200 Firm	Inside Public Accounting	November 2
MGO Merges in J. Arthur Greenfield & Co.	Accounting Today	October 31
MGO Merges in Cross-Town Firm	Inside Public Accounting	October 31
MGO to Expand in Los Angeles by Merging in J.Arthur Greenfield & Co. LLP	CPA Practice Advisor	October 31
MGO Expands Presence in Los Angeles by Combining with J. Arthur Greenfield	Cision PR Newswire	October 31
Koltin Speaks on the State of the Accounting Industry and Best Practices of High Performing Firms	CCH Connections: User Conference 2023	October 23-24
Koltin Speaks on the State of the Accounting Industry and the Convergence of Private Equity and the Accounting Profession	CPAmerica Sharing Call	October 18
Armanino Acquires IPA 200 Firm"	Inside Public Accounting	September 26
Armanino to Merge in Top 200 Firm Janover	CPA Practice Advisor	September 26
Armanino Merges in Janover	Accounting Today	September 26
Armanino Welcomes Janover	Business Wire	September 26
Koltin Speaks on M&A, Private Equity and State of the Accounting Industry	AICPA Town Hall	September 22
Cherry Bekaert Acquires MCM CPAs	Building Indiana Business	September 15
How to Assess the Attractiveness of an Accountancy	Pointe Advisory and KCG	September 8
State of the Accounting Industry and Best Practices	Trimeric Bridging the Gap Conference	August 30
What's Happening with M&A and Private Equity	Trimeric Bridging the Gap Conference	August 30
Don't Call Them Bean Counters. Or Accountants	Pittsburgh Business Times	August 30
Smith + Howard Acquires Market Street Partners	Accounting Today	August 18
Smith + Howard Acquires IPA 500 Firm	Inside Public Accounting	August 18
Smith + Howard and Market Street Partners Join Forces	Metro Atlanta CEO	August 18
Market Street Partners Unites with Smith + Howard to Expand Geographic Footprint	Cision PR Newswire	August 17
Chattanooga's Market Street Partners Merges with Atlanta Accounting Firm	Chattanooga Times Free Press	August 17
Top 200 Firm Smith + Howard Merges with Tennessee's Market Street Partners	CPA Practice Advisor	August 17
Market Street Partners and Smith+Howard Join Forces	Chattanoogan.com	August 17
Getting Your "Zone" of Leadership: Envision What Doesn't Exist	Breaking Beliefs - Podcast with Amy Vetter	August 2
Wipfli Merges in Michigan CPA Firm Clayton & McKervey	CPA Practice Advisor	July 19
Wipfli Merges in Clayton & McKervey	Accounting Today	July 17
Wipfli Merges in Michigan Firm	Inside Public Accounting	July 17
Wipfli Announces that Clayton & McKervey Will Join Firm	Cision PR Newswire	July 17
Secret Sauce Behind America's Most Successful Professional Services Firms	Accountants Club of America	July 13
BDO Offers New Playbook as Firms Reconsider Partnership Model	Bloomberg Tax	July 11
BPM Expands in Las Vegas via Merger with Fair Anderson & Langerman	CPA Practice Advisor	July 7
BPM Combines with Fair Anderson Langerman	Accounting Today	July 6
BPM Grows in Las Vegas with Acquisition	Inside Public Accounting	July 6
BPM Expands in Las Vegas via Merger with Fair Anderson & Langerman	Cision PR Newswire	July 5
Accounting Firms Question the Partnership Model	The Financial Times	June 29
BDO USA Transitioning from Partnership to Corporation	Accounting Today	June 29
BDO USA to Become Professional Service Corporation	Inside Public Accounting	June 28
BDO USA is Shifting from a Partnership to a Corporation	CPA Practice Advisor	June 28
BDO to Convert to a Corporation, Replacing US Partnership	Bloomberg Tax	June 24
Koltin Delivers Keynote on the State of the Accounting Industry/ Best Practices of High Performing Firms	Texas Society of CPAs	June 24
Koltin Delivers Keynote at New York City, Philadelphia and McLean, VA Regional Conferences	BDO Alliance USA	June 15, 20, 22
Building (and Maintaining) Best in Class Firms in Today's Changing Business Environment	MSI Global Alliance Americas Regional Conference	June 8
Everything You Wanted to Know About Provate Equity and Its Interest in the Accounting Profession	AICPA & CIMA ENGAGE Conference	June 6
Wealth Management Firm Buys BerganKDV in "First of its Kind" Deal	CPA Practice Advisor	June 6
As a Wealth Management Firm Buys a Top CPA Firm, What Comes Next is Anyone's Guess	Inside Public Accounting	June 6
McCarthy & Co. Merges into Marcum Accounting Firm	ROI-NJ.com	June 6
Republic Capital Group Represents Creative Planning in Acquisition of BerganKDV	Cision PR Newswire	June 5
Wealth Management Firm Acquires BerganKDV	Inside Public Accounting	June 5
North Carolina Firm Acquires New Orleans-Based Accounting Firm Legier	New Orleans City Business	June 5
Cherry Bekaert Adds Forensic & Dispute Advisory Practice with Legier & Company Acquisition	Cision PR Newswire	June 5
Cherry Bekaert Acquires NOLA-Based Legier & Company	BIZ New Orleans	June 5
McCarthy & Co., PC Merges into Marcum	Cision PR Newswire	June 5
M&A Best Practices for Both the Acquirer & Acquiree	AICPA & CIMA ENGAGE Conference	June 5
Marcum Grows in Mid-Atlantic with Strategic Combinatin	Inside Public Accounting	June 5
Marcum Merges in Pennsylvania CPA Firm McCarthy & Co.	CPA Practice Advisor	June 5
Marcum Acquires 73-Person McCarthy & Co. Accounting Firm of Blue Bell	Philadelphia Business Journal	June 5
Marcum Merges in McCarthy	Accounting Today	June 5
Marcum's McCarthy & Co. Combination Expands NJ Footprint	NJBIZ	June 5
McCarthy & Company Merges into Marcum	CityBiz	June 5
Cherry Bekaert Acquires Legier	Accounting Today	June 5
Forensic Accounting Experts Legier & Co. Acquired by Cherry Bekaert	CPA Practice Advisor	June 5
Cherry Bekaert Adds Forensic and Dispute Advisory Practice with Acquisition	Inside Public Accounting	June 5
Top 100 Firm BerganKDV Acquired by Wealth Management Firm	Accounting Today	June 5
Abdo Merges in Fellow Minnesota Firm	Inside Public Accounting	June 2
Porte Brown Merges in RVG Partners	Accounting Today	June 2
Top Regional Accounting Firm Abdo Welcomes HG&K in Strategic Merger	Going Concern	June 2
Abdo LLP Merges in Minnesota Accounting Firm HG&K	CPA Practice Advisor	June 2
Abdo Acquires HGK	Accounting Today	June 2
Accounting Firm Abdo Buys HG&K	Minneapolis/St. Paul Business Journal	June 1
Porte Brown Merges in Fellow Suburban Chicago Firm	Inside Public Accounting	June 1
Chicago Area Accounting Firms Porte Brown and RVG Partners Announce Merger	Cision PR Newswire	June 1
Key Traits of High-Performing Firms + M&A and PE Trends + Blind Spots to Avoid	Allinial Global Executive Team Conference	May 23
Chicago Accounting Firms Porte Brown & RVG Partners to Merge	CPA Practice Advisor	May 18
EisnerAmper Merges in Morrison & Morrison	Accounting Today	May 18
EisnerAmper Acquires Chicago Firm	Inside Public Accounting	May 18
EisnerAmper Merges iwth Chicago-based Morrison & Morrison	ROI-NJ.com	May 18
Morrison & Morrison Combines with EisnerAmper	CPA Practice Advisor	May 18
Another Chicago Accounting Firm Merges in Private Equity-related Deal	Crain's Chicago Business	May 18
Morrison & Morrison Combines with EisnerAmper	Cision PR Newswire	May 18
Current State of the Profession/Best Practices of High Performing Firms, Partners & Leaders	PICPA 126th Annual Meeting & Celebration	May 17
The Secret Sauce of Growth	Accounting Today	May 15
State of the Profession - Issues, Challenges and Best Practices of High Performing Firms	TAG Spring 2023 International Conferences	May 12
Koltin Speaks on Private Equity Entering the Accounting Profession and M&A	McDermit Will & Emery 2023 Accounting Firm General Counsel Retreat	May 11
Best Practices of the Fastest Growing & Most Profitable CPA Firms	Accounting Today Firm Growth Forum 2023	May 8
NDH Gets Private Equity Investment	Inside Public Accounting	May 5
NDH Receives Private Equity Investment	Accounting Today	May 4
Unity Partners Completes Platform Investment in NDH	CPA Practice Advisor	May 4
Chicago Accountancy Acquired by Private Equity Firm	Crain's Chicago Business	May 4
Unity Partners Invests in NDH	Mergers & Acquisitions	May 4
Unity Partners Completes Platform Investment in NDH	BusinessWire	May 4
Strategies & Best Practices	National Life CPA Symposium	May 3
Rumor Has it Something's Going Down at Marcum	Going Concern	April 20
Mergers, Acquisitions and Private Equity for Accounting Firms	AAM Podcast w/Angie Grissom	April 16
EY Battles Internal Strife in the Wake of Abandoned Breakup	Bloomberg Tax	April 12
IPA Data Dive: M&A is Becoming a Big Deal	Inside Public Accounting	April 6
As Private Equity Investment in CPA Firms Soars, Parties Need to be Mindful of Ethical Responsibililties	The Trusted Professional	Mar/Apr 2023
PE and Accounting: Alternative Partners	Accounting Today	March 27
PE and Accounting: The Need for Leaders	Accounting Today	March 27
PE and Accounting: The New Formula	Accounting Today	March 27
PE and Accounting: Is Your Firm Ready	Accounting Today	March 27
EY Tax Practice Caught in Crosshairs in Battle for Firm's Future	Bloomberg Tax	March 22
What Private Equity Means for Accounting Firms	CPA Practice Advisor	March 15
How to Attract Private Equity Investment to Your Firm	Thomson Reuters	March 13
Baker Tilly CEO Quits Before Accounting Firm Can Name a Successor	Crain's Chicago Business	March 14
Rubin Brown Combines with Knowledge Path Consulting	Inside Public Accounting	March 9
Rubin Brown Combines with Knowledge Path Consulting	CPA Practice Advisor	March 7
State of the Profession/ Results of 2022 Rosenberg Practice Management Survey	CPA Journal	March 7
CohnReznick Announces Expansion in Florida with Addition of Daszkal Bolton Team	CPA Practice Advisor	March 6
CohnReznick Merges in IPA 200 Firm	Inside Public Accounting	March 3
CohnReznick Merges in Daszkal Bolton	Accounting Today	March 3
CohnReznick Announces Expansion in Florida with Addition of Daszkal Bolton Team	Bakersfield.com	March 3
CohnReznick Announces Expansion in Florida with Addition of Daszkal Bolton Team	Business Wire	March 3
Daszkal Bolton to be Acquired by New York Accounting Firm	South Florida Business Journal	March 2
Koltin Delivers Keynote on State of the Accounting Industry and Private Equity	Avalara Accounting Meta Influencer Rountable	March 2
The Rosenberg Survey: Capitalization Issues and Business Shift May Shake Up Accounting Industry in Coming Year	Thomson Reuters	February 15
Accounting Firm Industry Insider Series: A Conversation with Practice Management and M&A Expert Allan Koltin	Levenfeld Pearlstein on YouTube	February 4
CBIZ Acquires Somerset in Another Big IPA 100 Merger	Inside Public Accounting	February 3
CBIZ Enters Indianapolis Market with Acquisition	Crain's Cleveland Business	February 3
CBIZ Acquires Indianapolis Accounting Firm	Smart Business Dealmakers Cleveland	February 3
CBIZ and MHM Acquire Somerset	Accounting Today	February 2
CBIZ Acquires Top 100 Accounting Firm Somerset	CPA Practice Advisor	February 2
CBIZ Acquires Fifth Largest Indianapolis Accounting Firm Somerset to add $55 Million to CBIZ Revenues	Cision PR Newswire	February 2
CRI Expands into Oklahoma after Merger with Stanfield + O'Dell	CPA Practice Advisor	February 2
Carr Riggs & Ingram Merges in Oklahoma Firm	Inside Public Accounting	February 2
CRI Merges in Stanfield + O'Dell	Accounting Today	February 1
Top 25 Nationally Ranked Carr Riggs & Ingram (CRI) Expands into Oklahoma	Newswires	February 1
Private Equity Eyes Accounting Firms Large and Small	Journal of Accountancy	February 1
CliftonLarsonAllen LLP Merges in Sobel Co.	Accounting Today	February 1
CLA Acquires IPA Top 200 Firm	Inside Public Accounting	February 1
CliftonLarsonAllen Just Gained 200 People	Going Concern	February 1
SobelCo Team Members Join CLa, Establishing New Jersey Offices	CPA Practice Advisor	February 1
SobelCo Now Part of National Accounting Firm	NJBIZ	February 1
CPA Firm SobelCo Acquired by CLA	New Jersey Business Magazine	February 1
SobelCo Team Members Join CLA, Establishing New Jersey Offices	Global Newswire	February 1
Citrin Cooperman and Berdon Unite in MegaMerger	Accounting Today	February 1
Citrin Cooperman Merges in Fellow IPA Top 100 Firm	Inside Public Accounting	February 1
Top 50 Firms Berdon and Citrin Cooperman Say They Are Uniting	CPA Practice Advisor	February 1
M&A Roundup: Merges from Shore to Shore - CRI Merges in Stanfield + O'Dell	Accounting Today	February 1
State of the Profession - Analyzing the Results of the 2022 Practice Management Survey	The CPA Journal	February 2023
The Rosenberg Survey: Talent and Technology Top List of Tax & Accounting Industry Challenges	Thomson Reuters	January 24
Chapman Bird & Tessler Joins Citrin Cooperman	CPA Practice Advisor	January 9
Citrin Cooperman Merges in Chapman Bird & Tessler	Citrin Cooperman	January 3
Marcum Merges in Melanson	Accounting Today	January 3
Marcum Acquires IPA Top 300 Firm	Inside Public Accounting	January 3
Marcum Merges in New Hampshire Firm Melanson	CPA Practice Advisor	January 3
New England Firm Merges into Marcum	Long Island Business News	January 3, 2023