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.
Articles, News & Events by Year
| 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 |