Allan is widely quoted in industry and news publications and is a much sought-after speaker on topics involving the accounting profession. View his recent activity below.

A coveted thought leader that speaks at many of the CPA profession’s associations, alliances and networks conferences

Articles, News & Events by Year

Article/Speech TitlePublication/ConferenceDate
Market Street Partners and Smith+Howard Join ForcesChattanoogan.comAugust 17
Getting Your "Zone" of Leadership: Envision What Doesn't ExistBreaking Beliefs - Podcast with Amy VetterAugust 2
Wipfli Merges in Michigan CPA Firm Clayton & McKerveyCPA Practice AdvisorJuly 19
Wipfli Merges in Clayton & McKerveyAccounting TodayJuly 17
Wipfli Merges in Michigan FirmInside Public AccountingJuly 17
Wipfli Announces that Clayton & McKervey Will Join FirmCision PR NewswireJuly 17
Secret Sauce Behind America's Most Successful Professional Services FirmsAccountants Club of AmericaJuly 13
BDO Offers New Playbook as Firms Reconsider Partnership ModelBloomberg TaxJuly 11
BPM Expands in Las Vegas via Merger with Fair Anderson & LangermanCPA Practice AdvisorJuly 7
BPM Combines with Fair Anderson LangermanAccounting TodayJuly 6
BPM Grows in Las Vegas with AcquisitionInside Public AccountingJuly 6
BPM Expands in Las Vegas via Merger with Fair Anderson & LangermanCision PR NewswireJuly 5
Accounting Firms Question the Partnership ModelThe Financial TimesJune 29
BDO USA Transitioning from Partnership to CorporationAccounting TodayJune 29
BDO USA to Become Professional Service CorporationInside Public AccountingJune 28
BDO USA is Shifting from a Partnership to a CorporationCPA Practice AdvisorJune 28
BDO to Convert to a Corporation, Replacing US PartnershipBloomberg TaxJune 24
Koltin Delivers Keynote on the State of the Accounting Industry/ Best Practices of High Performing FirmsTexas Society of CPAsJune 24
Koltin Delivers Keynote at New York City, Philadelphia and McLean, VA Regional ConferencesBDO Alliance USAJune 15, 20, 22
Building (and Maintaining) Best in Class Firms in Today's Changing Business EnvironmentMSI Global Alliance Americas Regional ConferenceJune 8
Everything You Wanted to Know About Provate Equity and Its Interest in the Accounting ProfessionAICPA & CIMA ENGAGE ConferenceJune 6
Wealth Management Firm Buys BerganKDV in "First of its Kind" DealCPA Practice AdvisorJune 6
As a Wealth Management Firm Buys a Top CPA Firm, What Comes Next is Anyone's GuessInside Public AccountingJune 6
McCarthy & Co. Merges into Marcum Accounting FirmROI-NJ.comJune 6
Republic Capital Group Represents Creative Planning in Acquisition of BerganKDVCision PR NewswireJune 5
Wealth Management Firm Acquires BerganKDVInside Public AccountingJune 5
North Carolina Firm Acquires New Orleans-Based Accounting Firm LegierNew Orleans City BusinessJune 5
Cherry Bekaert Adds Forensic & Dispute Advisory Practice with Legier & Company AcquisitionCision PR NewswireJune 5
Cherry Bekaert Acquires NOLA-Based Legier & CompanyBIZ New OrleansJune 5
McCarthy & Co., PC Merges into MarcumCision PR NewswireJune 5
M&A Best Practices for Both the Acquirer & AcquireeAICPA & CIMA ENGAGE ConferenceJune 5
Marcum Grows in Mid-Atlantic with Strategic CombinatinInside Public AccountingJune 5
Marcum Merges in Pennsylvania CPA Firm McCarthy & Co.CPA Practice AdvisorJune 5
Marcum Acquires 73-Person McCarthy & Co. Accounting Firm of Blue BellPhiladelphia Business JournalJune 5
Marcum Merges in McCarthyAccounting TodayJune 5
Marcum's McCarthy & Co. Combination Expands NJ FootprintNJBIZJune 5
McCarthy & Company Merges into MarcumCityBizJune 5
Cherry Bekaert Acquires LegierAccounting TodayJune 5
Forensic Accounting Experts Legier & Co. Acquired by Cherry BekaertCPA Practice AdvisorJune 5
Cherry Bekaert Adds Forensic and Dispute Advisory Practice with AcquisitionInside Public AccountingJune 5
Top 100 Firm BerganKDV Acquired by Wealth Management FirmAccounting TodayJune 5
Abdo Merges in Fellow Minnesota FirmInside Public AccountingJune 2
Porte Brown Merges in RVG PartnersAccounting TodayJune 2
Top Regional Accounting Firm Abdo Welcomes HG&K in Strategic MergerGoing ConcernJune 2
Abdo LLP Merges in Minnesota Accounting Firm HG&KCPA Practice AdvisorJune 2
Abdo Acquires HGKAccounting TodayJune 2
Accounting Firm Abdo Buys HG&KMinneapolis/St. Paul Business JournalJune 1
Porte Brown Merges in Fellow Suburban Chicago FirmInside Public AccountingJune 1
Chicago Area Accounting Firms Porte Brown and RVG Partners Announce MergerCision PR NewswireJune 1
Key Traits of High-Performing Firms + M&A and PE Trends + Blind Spots to AvoidAllinial Global Executive Team ConferenceMay 23
Chicago Accounting Firms Porte Brown & RVG Partners to MergeCPA Practice AdvisorMay 18
EisnerAmper Merges in Morrison & MorrisonAccounting TodayMay 18
EisnerAmper Acquires Chicago FirmInside Public AccountingMay 18
EisnerAmper Merges iwth Chicago-based Morrison & MorrisonROI-NJ.comMay 18
Morrison & Morrison Combines with EisnerAmperCPA Practice AdvisorMay 18
Another Chicago Accounting Firm Merges in Private Equity-related DealCrain's Chicago BusinessMay 18
Morrison & Morrison Combines with EisnerAmperCision PR NewswireMay 18
Current State of the Profession/Best Practices of High Performing Firms, Partners & LeadersPICPA 126th Annual Meeting & CelebrationMay 17
The Secret Sauce of GrowthAccounting TodayMay 15
State of the Profession - Issues, Challenges and Best Practices of High Performing FirmsTAG Spring 2023 International ConferencesMay 12
Koltin Speaks on Private Equity Entering the Accounting Profession and M&AMcDermit Will & Emery 2023 Accounting Firm General Counsel RetreatMay 11
Best Practices of the Fastest Growing & Most Profitable CPA FirmsAccounting Today Firm Growth Forum 2023May 8
NDH Gets Private Equity InvestmentInside Public AccountingMay 5
NDH Receives Private Equity InvestmentAccounting TodayMay 4
Unity Partners Completes Platform Investment in NDHCPA Practice AdvisorMay 4
Chicago Accountancy Acquired by Private Equity FirmCrain's Chicago BusinessMay 4
Unity Partners Invests in NDHMergers & AcquisitionsMay 4
Unity Partners Completes Platform Investment in NDHBusinessWireMay 4
Strategies & Best PracticesNational Life CPA SymposiumMay 3
Rumor Has it Something's Going Down at MarcumGoing ConcernApril 20
Mergers, Acquisitions and Private Equity for Accounting FirmsAAM Podcast w/Angie GrissomApril 16
EY Battles Internal Strife in the Wake of Abandoned BreakupBloomberg TaxApril 12
IPA Data Dive: M&A is Becoming a Big DealInside Public AccountingApril 6
As Private Equity Investment in CPA Firms Soars, Parties Need to be Mindful of Ethical ResponsibililtiesThe Trusted ProfessionalMar/Apr 2023
PE and Accounting: Alternative PartnersAccounting TodayMarch 27
PE and Accounting: The Need for LeadersAccounting TodayMarch 27
PE and Accounting: The New FormulaAccounting TodayMarch 27
PE and Accounting: Is Your Firm ReadyAccounting TodayMarch 27
EY Tax Practice Caught in Crosshairs in Battle for Firm's FutureBloomberg TaxMarch 22
What Private Equity Means for Accounting FirmsCPA Practice AdvisorMarch 15
How to Attract Private Equity Investment to Your FirmThomson ReutersMarch 13
Baker Tilly CEO Quits Before Accounting Firm Can Name a SuccessorCrain's Chicago BusinessMarch 14
Rubin Brown Combines with Knowledge Path ConsultingInside Public AccountingMarch 9
Rubin Brown Combines with Knowledge Path ConsultingCPA Practice AdvisorMarch 7
State of the Profession/ Results of 2022 Rosenberg Practice Management SurveyCPA JournalMarch 7
CohnReznick Announces Expansion in Florida with Addition of Daszkal Bolton TeamCPA Practice AdvisorMarch 6
CohnReznick Merges in IPA 200 FirmInside Public AccountingMarch 3
CohnReznick Merges in Daszkal BoltonAccounting TodayMarch 3
CohnReznick Announces Expansion in Florida with Addition of Daszkal Bolton TeamBakersfield.comMarch 3
CohnReznick Announces Expansion in Florida with Addition of Daszkal Bolton TeamBusiness WireMarch 3
Daszkal Bolton to be Acquired by New York Accounting FirmSouth Florida Business JournalMarch 2
Koltin Delivers Keynote on State of the Accounting Industry and Private EquityAvalara Accounting Meta Influencer RountableMarch 2
The Rosenberg Survey: Capitalization Issues and Business Shift May Shake Up Accounting Industry in Coming YearThomson ReutersFebruary 15
Accounting Firm Industry Insider Series: A Conversation with Practice Management and M&A Expert Allan KoltinLevenfeld Pearlstein on YouTubeFebruary 4
CBIZ Acquires Somerset in Another Big IPA 100 MergerInside Public AccountingFebruary 3
CBIZ Enters Indianapolis Market with AcquisitionCrain's Cleveland BusinessFebruary 3
CBIZ Acquires Indianapolis Accounting FirmSmart Business Dealmakers ClevelandFebruary 3
CBIZ and MHM Acquire SomersetAccounting TodayFebruary 2
CBIZ Acquires Top 100 Accounting Firm SomersetCPA Practice AdvisorFebruary 2
CBIZ Acquires Fifth Largest Indianapolis Accounting Firm Somerset to add $55 Million to CBIZ RevenuesCision PR NewswireFebruary 2
CRI Expands into Oklahoma after Merger with Stanfield + O'DellCPA Practice AdvisorFebruary 2
Carr Riggs & Ingram Merges in Oklahoma FirmInside Public AccountingFebruary 2
CRI Merges in Stanfield + O'DellAccounting TodayFebruary 1
Top 25 Nationally Ranked Carr Riggs & Ingram (CRI) Expands into OklahomaNewswiresFebruary 1
Private Equity Eyes Accounting Firms Large and SmallJournal of AccountancyFebruary 1
CliftonLarsonAllen LLP Merges in Sobel Co.Accounting TodayFebruary 1
CLA Acquires IPA Top 200 FirmInside Public AccountingFebruary 1
CliftonLarsonAllen Just Gained 200 PeopleGoing ConcernFebruary 1
SobelCo Team Members Join CLa, Establishing New Jersey OfficesCPA Practice AdvisorFebruary 1
SobelCo Now Part of National Accounting FirmNJBIZFebruary 1
CPA Firm SobelCo Acquired by CLANew Jersey Business MagazineFebruary 1
SobelCo Team Members Join CLA, Establishing New Jersey OfficesGlobal NewswireFebruary 1
Citrin Cooperman and Berdon Unite in MegaMergerAccounting TodayFebruary 1
Citrin Cooperman Merges in Fellow IPA Top 100 FirmInside Public AccountingFebruary 1
Top 50 Firms Berdon and Citrin Cooperman Say They Are UnitingCPA Practice AdvisorFebruary 1
M&A Roundup: Merges from Shore to Shore - CRI Merges in Stanfield + O'DellAccounting TodayFebruary 1
State of the Profession - Analyzing the Results of the 2022 Practice Management SurveyThe CPA JournalFebruary 2023
The Rosenberg Survey: Talent and Technology Top List of Tax & Accounting Industry ChallengesThomson ReutersJanuary 24
Chapman Bird & Tessler Joins Citrin CoopermanCPA Practice AdvisorJanuary 9
Citrin Cooperman Merges in Chapman Bird & TesslerCitrin CoopermanJanuary 3
Marcum Merges in MelansonAccounting TodayJanuary 3
Marcum Acquires IPA Top 300 FirmInside Public AccountingJanuary 3
Marcum Merges in New Hampshire Firm MelansonCPA Practice AdvisorJanuary 3
New England Firm Merges into MarcumLong Island Business NewsJanuary 3, 2023

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