| Article/Speech Title | Publication/Conference | Date |
|---|---|---|
| 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 |
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