CEO
Koltin Consulting Group, Inc.
Koltin Consulting Group, Inc. is 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. Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating strategic planning retreats for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, succession, and mergers and acquisitions.
For the last twenty-four years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. In 2023, he was listed as the “Second Most Influential” in the profession. For the past twenty-three years, Allan was voted as one of the Most Recommended Consultants in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. For the past decade, Allan has been named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession and, in 2016, they also inducted Allan into the Accounting Hall of Fame. Allan was one of the first to be inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). A nationally recognized speaker and industry analyst, he has appeared on CNN, WGN and FOX TV and has been quoted frequently in the Wall Street Journal, New York Times, Financial Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post.
Previously, Allan was the CEO of PDI Global, which was the largest provider of marketing products and services for CPA firms. Allan sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it to Thomson Reuters in 2011. Prior to that, Allan was a partner in the Chicago-based CPA firm of FERS, where he served as leader of the Investment Banking and Law Firm Services Groups, as well as the Executive Committee.
Discover the pivotal milestones of the past four years as CPA firms have partnered with private equity. This session dives into how these deals have reshaped firm growth, culture, strategy, talent, and client relationships—offering a clear view of where the industry is headed next.
In this session, a panel of top experts and deal-makers (including our conference co-chairs) will survey the current state of play in the accounting profession — covering everything from what types of firms can expect to be able to make a PE deal and how those deals are changing, and how that is impacting the broader profession, laying a groundwork for the more granular discussions to come on Day 2.
Once the ink on a private equity deal dries, accounting firms enter a new phase of their existence — one that requires fresh thinking, different reporting structures and new approaches. This session looks at how firms can balance accountability and autonomy, leverage the new resources that are available to them, develop new strategies, and turbocharge their growth with PE at their side.
Our co-chairs return to the stage to wrap up the event, highlighting the most important takeaways from the previous two days, offering their key insights, and taking questions from the audience.