Allan D. Koltin, CPA, Koltin Consulting Group (KCG) CEO and AAM Hall of Fame member, is widely recognized as one of the top M&A consultants in the accounting industry. KCG is involved in most of the major M&A and Private Equity deals taking place in the profession. Allan will share how the playing field is rapidly changing and its impact on future growth for CPA firms. He'll discuss the "Triangle Offense" – three basic growth strategies: organic, M&A and Acquiring Lateral Talent (“Stealing Stars”). You'll learn how Marketing can play a key role in building out these strategies.
CEO
Koltin Consulting Group
Allan Koltin is CEO of Koltin Consulting Group, Inc., a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. Previously, Allan was the President and CEO of PDI, Global, Inc. which was the largest provider of marketing materials for CPA firms. Allan originally sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it again to Thomson Reuters in 2011. In 2011, Allan formed the Koltin Consulting Group (KCG) and has been consulting to Top 500 CPA firms since then. Prior to that, Allan was a Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking and Law Firm Consulting Groups. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm and was also a member of the firm’s Executive Committee. FERS was acquired by H&R Block in 1998. For twenty-one consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. In 2021, he was included in the “Top 4 Most Influential” in the profession. He was also one of the first to be inducted into AAM's Hall of Fame.
Allan loves facilitating partner, leadership, and board retreats as well as providing coaching to firm leadership and partners. His specialties include strategy, leadership/governance, profitability, partner compensation, growth, human capital, succession, and mergers and acquisitions.
I know M&A stands for Mergers and acquisitions but in the accounting profession it’s really a “talent play”. The best merger would be one where the larger firm gets 50 people and no clients. That’s how desperate the war on talent is today.
Sometimes the best mergers are the ones you don’t do! 1+1=11 – if you can’t see how the combination will allow both firms to achieve something better by combining, then take a pass. It has to make cultural and strategic sense – then and only then, can we talk economics.
| State of the Accounting Industry/Acquisitive Growth Strategies for Marketing Recording |
| State of the Accounting Industry/Acquisitive Growth Strategies for Marketing Recording |
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |