2024

Article/Speech Title	Publication/Conference	Date
“The 2024 Top 100 People: What’s Next?”	Accounting Today	December 26
“One Last Busy Season: Prepping Your Firm for a Successful Sale”	Illinois CPA Society Magazine	December 21
“Private Equity’s Impact on Accounting”	MY CPE ONE Podcast	December 21
“2024 Top 100 People Extra: Striking a Balance”	Accounting Today	December 18
“The Rise in Private Equity Investment in Tax Firms: Trends & Considerations”	Thomson Reuters	December 17
“Springline Advisory Partners with HM&M to Enhance Growth”	International Accounting Bulletin	December 12
“Accounting Firm Mergers Take off in Indiana, with More Expected in 2025”	Inside Indiana Business	December 12
“Springline Advisory Partners with HM&M to Enhance Growth”	Yahoo Finance	December 12
“LMP Helps Fuel PE’s Ongoing CPA Shopping Spree”	Mergers & Acquisitions Magazine	December 12
“2024 Recap: The Best of the Conversations Podcasts”	Middle Market Growth Magazine	December 11
“Springline Advisory Adds HM&M and Clark, Raymond”	Accounting Today	December 11
“Franklin Alliance Offers PE Alternative to Small Firms”	Accounting Today	December 11
“Operating Company Enters the Accounting Profession with Bement & Company Deal”	Inside Public Accounting	December 10
“Capital vs. Control: PE’s Impact on CPA Firms”	Accounting Today	December 5
“Koltin Named Second Most Influential in Accounting Profession for 2024”	Accounting Today	December 4
“Koltin Named to 100 Most Influential People for 2024”	Accounting Today	December 4
“Do Accounting Firms Need it?	Sean Barikh & Allan Koltin Podcast - UTube	December 3
“Brave New World for Accounting: Private Equity, Technology and Adaptability”	AFO Wealth Management Podcast	December 2024
“Can PE Buy Transformation?”	Accounting Today	November 27
“Koltin Delivers Keynote on Private Equity Isn’t a Silver Bullet”	Accounting Today PE Summit	Nov. 20-21
“CRI Secures Strategic Growth Investment from Centerbridge Partners”	Inside Public Accounting	November 18
“CRI Goes Down the Private Equity Path for Growth”	CPA Practice Advisor	November 18
“CRI and PKFOD Receive Outside Investments”	Accounting Today	November 18
“PE and CPA Firms: A Booming Mutual Attraction”	The Middle Market.com Podcast	November 14
“Koltin Delivers Keynote on State of the Accounting Industry & Financial Services”	National Life CPA Symposium	November 11
“Koltin Delivers Keynote on Leadership Lessons Learned”	Winning Ways Conference	November 7
“Allan Koltin – The UK vs. USA – How Does the M&A Landscape Change?”	M&A Diaries Podcast	November 6
“Success That Lasts” Effective Change Management with Allan Koltin”	IMDb Podcast	November 6
“Is PE Right for You?”	Accounting Today Podcast	November 4
“State of the Accounting Profession and Private Equity”	Upstream Academy Podcast	November 1
“CBIZ Marks Completion of $2.3 Billion Marcum Acquisition”	Crain’s Cleveland Business	November 1
“Accounting MOVE Project Report: How PE is Changing Accounting and Career Paths”	Inside Public Accounting	October 31
“Private Equity has Closer Ties to Companies’ Auditors than Ever Before”	MSN	October 30
“Private Equity has Closer Ties to Companies’ Auditors than Ever Before”	Wall Street Journal	October 30
“Accounting MOVE Project Announces the 2024 Best Accounting Firms for Women”	CPA Practice Advisor	October 29
“Private Equity Changes Accounting Career Paths”	Accounting Today	October 29
“Koltin Delivers Keynote on the State of the Accounting Industry – Changes, Opportunities & Challenges/Best Practices of High Performing Firms”	BDO Alliance Florida SOBE Meeting	October 25
“Cohen & Co. Gets Private Equity Backing”	CPA Practice Advisor	October 25
“Cohen & Co. Receive Private Equity Investment from Lovell Minnick Partners”	Crain’s Cleveland Business	October 25
“Koltin Speaks on the State of the Accounting Profession & Best Practices of High Performing Firms”	TMG	October 24
“Armanino Latest Firm to Take PE Deal, but a Minority Investment”	Inside Public Accounting	October 22
“Armanino Secures Minority Investment from Further Global”	CPA Practice Advisor	October 21
“Koltin Delivers Keynote on Being the Best Leader You Can Be – Things I Wish I Knew About Being a Great Leader Before I Was One”	CCH Connections: Users Conference 2024	October 20-21
“Armanino Takes on Minority Investment”	Accounting Today	October 18
“Koltin Predicts Major Flips in CPA Firms as Private Equity Bets Pay Off”	Inside Public Accounting	October 2024
“8 Reasons Why the Unexpected Occurs in Private Equity Deals”	Inside Public Accounting	October 2024
“Executive Roundtable Meets in New York City”	CPA Practice Advisor	September 29
“Koltin Presents on State of the Accounting Industry Best Practices and Best Practices of High Performing Firms, Partners and Leaders”	BDO Managing Partner Roundtable	September 28
“PE is Just the Start of Changes Coming for Firms”	Accounting Today	September 28
“Koltin Provides a Summary on Private Equity and What has Transpired Over the Past 3 Years with Them Entering the Accounting Profession”	AICPA & CPA.com Executive Roundtable	September 27
“Koltin Presents on the State of the Accounting Industry, Best Practice of High Performing Firms & Partners, and Leadership Skills of Great Leaders”	CPAmerica, Inc. Conference	September 26
“Koltin Presents on Private Equity and Its Involvement with the Accounting Profession”	Aiwyn 2024 Unlock User Conference	September 25
“Private Equity is Reshaping the Accounting Profession”	CFO Brew	September 23
“Why Private Equity is Rushing to Buy Up Accounting Firms”	Forbes	September 23
“Koltin Presents on State of the Accounting Industry and Best Practices of High Performing Firms”	Baker Tilly Canada Meeting	September 21
“The Marcum Retrospective – Part 2”	Marcum Thoughts for the Week	September 20
“Koltin Presents on the State of the Accounting Industry and Related Best Practices”	Stambaugh Ness Leadership Retreat	September 18
“From Mothership Deals to ESOPs”	Inside Public Accounting	September 6
“Tighe, Kress & Orr Combines with EisnerAmper”	ABF Journal	September 6
“EisnerAmper to Merge in Tighe, Kress & Orr”	Accounting Today	September 5
“Tighe, Kress & Orr Combines with EisnerAmper”	Inside Public Accounting	September 5
“EisnerAmper Joins Forces with Tighe, Kress & Orr in Illinois”	CPA Practice Advisor	September 5
“Tighe, Kress & Orr, P.C. Combines with EisnerAmper”	Cision PR Newswire	September 5
“EisnerAmper to Combine with Tighe, Kress & Orr, P.C.”	ROI-NJ.com	September 5
“Koltin Presents on Private Equity and Results To Date Withing the Accounting Profession”	CRI Partner/Leadership Meeting	August 28
“How Small Firms Battle PE-Powered Cometitors|Gear Up for Growth”	CPA Trendlines Podcast on YouTube	August 23
“How Small Firms Can Thrive Against PE-Powered Competitors/Gear Up for Growth”	CPA Trendlines/Jean Caragher Capstone Marketing	August 23
“Local Accounting Practice with ProSports Niche Acquired by Big League Firm”	Richmond BizSense	August 13
CRI Merges in ProSportCPA	Accounting Today	August 1
CRI Adds ProSportCPA to Build Services to Athletes, Entertainers	Inside Public Accounting	August 1
Carr, Riggs & Ingram Adds ProSportCPA	CPA Practice Advisor	August 1
CBIZ to Acquire Marcum in Megamerger	Accounting Today	July 31
Advisor to CPA Firms Wowed by CBIZ/Marcum	Inside Public Accounting	July 31
CBIZ to Join Elite Firms After 'Groundbreaking' Acquisition of Marcum	Crain's Cleveland Business	July 31
Two Top 20 Firms to Merge, Creating a $2.8 Billion Powerhouse	Inside Public Accounting	July 31
CBIZ Reaches Deal to Acquire Fellow Top 15 Firm Marcum	CPA Practice Advisor	July 31
US Accounting Firms Rethink Global Networks	Financial Times	July 29
What is the Greatest Flaw of Accounting Firm Leaders?	CPA Practice Advisor	July 25
Grant Thornton Crossroads: Three Paths Lay Ahead of Irish Partners. Here's How They Might Play it Out	Business Post of Ireland	July 25
Koltin Delivers Keynote on Firm Leadership	Bridging the Gap Conference	July 24
Citrin Cooperman Buys Worcester Tax, Advisory Firm	Providence Business News	July 16
Firm Management - PE Loves CPAs	Bloomberg Invest - CFO Brew	July 14
Citrin Cooperman Acquires S&G	CPA Practice Advisor	July 9
Citrin Cooperman Acquires S&G	Accounting Today	July 9
Navigating the New Accounting Landscape - Private Equity Investments and Firm Strategies	Inside Public Accounting	July 2024
Private Equity Investment Comes to Colorado Accounting Firms	News Account/COCPA Magazine	Summer 2024
Merger Guidance for CPA Firms: Start Early, Plan Strategically for Long-Term Success	Insight Magazine of the Illinois CPA Society	Summer 2024
Best Practices for High Performing CPAs - Firms, Partners, Leaders	CPA Hub North Podcast	June 26
Accounting Firms Weigh Their Options in the Search of Capital	TaxNotes	June 24
Investors Eyeing Opportunities in Accounting Firms	Indianapolis Business Journal	June 21
Koltin Delivers Keynote on the State of the Accounting Industry and Best Practices of High Performing Firms	National Life Group CPA Symposium	June 12
Wave of Talks with Financial Bidders Comes as Regulators Voice Concern About Audit Quality and Tone	The Irish Times	June 11
One-Third of Largest US Accounting Firms in Private Equity Acquisition Talks	NYSCPA's Magazine the Trusted Professional	June 11
Private Equity Groups Poised to Own One in Three Top US Accounting Firms	Financial Times	June 10
Koltin Presents on the State of CPA Firm M&A - Trends, Opportunities & Challenges	AICPA - CIMA ENGAGE Conference	June 4
Koltin Serves as Shark Tank Judge at MP Bootcamp	Winding River Managing Partner Bootcamp	May 22
Koltin Presents on Common Success Characteristics of High Performers & Leaders	Thompson Consulting Inaugural Leadership Launch	May 20
Koltin Delivers Keynote on the State of the Accounting Profession	University of S. Florida Accounting Circle CPA Day	May 17
Koltin Presents on the Rise of Private Equity in Accounting	RightWorks RightNow Conference	May 16
Koltin Delivers Keynote on the State of Accounting Firm M&A: Do's and Don't's that Sellers Must Know	RightWorks RightNow Conference	May 15
How This Accounting Firm Got Private Equity's Cash, but Kept Control	Crain's Chicago Business	May 14
Bain Capital Invests $250,000,000 in Sikich for Minority Stake	Crain's Chicago Business	May 10
Koltin Delivers Keynote on "Leadership Lessons I Wish I Knew Before I Was a Leader	BDO Alliance Conference Las Vegas	May 7
Koltin Speaks on M&A and Private Equity	BDO Alliance Conference Las Vegas	May 7
Crete Secures Funding to Bring Aboard New Partner Firms, Grow Tech Capabilities	CPA Practice Advisor	May 6
Crete Professionals Alliance Raises Capital to Accelerate Partnerships	Inside Public Accounting	May 2
Crete Secures Additional Funding	Accounting Today	May 2
A Master Class in Leadership: A Conversation with Allan Koltin	Levenfeld Pearlstein	April 24
From Humble Beginnings to Thought Leader: Interview with Allan Koltin	TriMerit Podcast	April 24
Crete Professionals Alliance Distinguishes Itself with Latest Partnership and Leadership Hire	EIN Press Wire	April 9
Reid CPA Joins Forces with Crete Professionals Alliance	CPA Practice Advisor	April 9
Crete Professionals Alliance Distinguishes Itself with Latest Partnership and Leadership Hire	Inside Public Accounting	April 9
Crete Professionals Alliance Adds Reid Tax and Advisory Services Professional Alliance	Accounting Today	April 9
Accounting Firms Rethink Their Ownership Structure	Wall Street Journal	April 5
Crowe Strengthens Texas Presence with Acquisition of Belt Harris Pechacek	Inside Public Accounting	April 4
Crowe Set to Acquire Texas Firm Belt Harris & Pechacek	CPA Practice Advisor	April 3
Crowe Adds Belt Harris Pechacek	Accounting Today	April 3
Don Scholl, A Well Liked and Respected Consultant to the CPA Profession, has Died	CPA Practice Advisor	March 28
Koltin Speaks to Toronto Richter Office on Growing Professionally and State of the Industry	Richter Business/Family Office	March 21
Private Equity Gets Its Biggest Accounting Firm Yet	CFO Brew	March 19
Private Equity Groups Step Up in Pursuit of White Collar Partnerships	Financial Times	March 18
Grand Thornton Deal Continues the Private Equity Investment Trend	Journal of Accountancy	March 18
Grant Thornton is the Latest US Firm to Get into Bed with Private Equity	CPA Practice Advisor	March 15
Grant Thornton Gets Major PE Stake	Accounting Today	March 15
Grant Thornton Takes Investment from New Mountain Capital	Inside Public Accounting	March 15
State of Profession	The CPA Journal	March 15
Professionals Don't Know What GenAI is, But Plan to Spend More on It	Accounting Today	March 14
Impact of AI on Professional Services	Pointe Advisory	March 11
Celebrating 30 Years: Marc Rosenberg's Reflections	Bloomberg Associates	February 27
Grim Outlook Predicted for Accounting Firms for Next Four Years - With Hope	Thomson Reuters	February 20
New York CPA Firm Acquires Long Time Ft. Lauderdale Accounting Company	Biz Journal.com	February 13
PE Firms Expand Accounting Investments	Accounting Today	February 12
Springline Advisory Invests in BGBC Advisory	Inside Public Accounting	February 12
CPA Firm BGBC Joins Forces with Springline Advisory	CPA Practice Advisor	February 12
Citrin Cooperman Increases Florida Presence with Acquisition of Keefe McCullough	Inside Public Accounting	February 7
Private Equity Uncovers the Money in Money Management	Middle Market Growth Magazine/Association of Corporate Growth	February 7
Citrin Cooperman Acquires CPA Firm Keefe McCullough in Florida	CPA Practice Advisor	February 6
Citrin Cooperman Expads in South Florida	Accounting Today	February 6
Baker Tilly Just Did a Massive Private Equity Deal	Going Concern	February 5
Baker Tilly Gets Big Private Equity Boost from H&F and Valeas	CPA Practice Advisor	February 5
Baker Tilly Secures Private Equity Investment in Largest CPA Firm Transaction to Date	Inside Public Accounting	February 5
Baker Tilly Gets PE Investment	Accounting Today	February 5
Interview - Delivering Dividends: Investing in Accounting Firms	Middle Market Growth Magazine/Association for Corporate Growth	February 2
The Flaw in the Partner Model: Partners	Accounting Today	January 31
Koltin Speaks to BDO Managing Partner Roundtable on State of the Accounting Industry and Private Equity	BDO Managing Partner Roundtable	January 16
Citrin Cooperman Continues Geographic Expansion with Acquisition of Coleman Huntoon & Brown	Inside Public Accounting	January 10
Citrin Cooperman Adds Coleman Huntoon & Brown	CPA Practice Advisor	January 9
Citrin Cooperman Continues Geographic Expansion with Acquisition of Coleman Huntoon & Brown	PR Underground	January 9
Citrin Cooperman Acquires Coleman Huntoon & Brown	Accounting Today	January 9
The State of the Profession - Trends and Challenges 2023: Excerpts from the Experts	The CPA Journal	January 2024
Reshaping the Pyramid	Accounting Today	January 2024
What Lies Ahead for 2024? Top Consultants Make Some Predictions	Inside Public Accounting	January 2024