Stuart Ferguson leads Pointe Advisory, a boutique strategy consultancy with 15-plus years of experience advising leading professional services firms, including the Big Four. Pointe is a market leader in growth strategy, M&A diligence and value creation for CPA+ firms across the US and Europe. Over the last 5-years, Pointe has advised the largest PE funds on active processes around 15 of the top 25 US accounting firms and currently advises >10 of the T100 CPA firms’ leadership teams on strategy and operating model optimization.

Prior to joining Pointe, Stuart led diligences in Bain & Company’s Private Equity Group. Before that, he was an accountant at KPMG, specializing in hedge fund accounting and tax.

Stuart holds an MBA with distinction from the University of Virginia Darden School of Business and graduated magna cum laude with a BBA from the College of William & Mary. Stuart is also a Certified Public Accountant (CPA) in Virginia.

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 professional services industry. His passion is facilitating strategic planning retreats for firm strategy, governance, profitability, compensation, growth, human capital, succession, and mergers and acquisitions.

For the last twenty-six years, Allan has been named by Accounting Today as one of the Top profession. Since 2023, he has been listed as the “Second Most Influential” in the Business’s list of Notable M&A Dealmakers. For the past twenty-three years, Allan was voted Consultants in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. For the Practice Advisor as one of the Top 25 Thought Leaders in the profession and, in 2016, they of Fame. Allan was one of the first to be inducted into the Accounting Marketing Hall of Fame (AAM).

A nationally recognized speaker and industry analyst, he has appeared on CNN, WGN and Wall Street Journal, New York Times, Financial Times, Washington Post, Chicago Tribune, 

Previously, Allan was the CEO of PDI Global, which was the largest provider of marketing sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it to Thomson partner in the Chicago-based CPA firm of FERS, where he served as leader of the Investment well as the Executive Committee.

Wayne Berson, CEO of BDO, was quoted as saying the following about Allan, “I liken him to a Scott Boras, whom players seek out. If we want to do a deal, in most cases the firm is working with Allan already.”

Jeffrey Weiner, CEO and Chairman of Marcum, was quoted as saying the following about Allan, shadchan in the profession.”

Marc Rosenberg, a leading consultant and author to the CPA industry, was also quoted as saying, “If there were an election of the most highly visible, sought-after consultant to CPA firms, Koltin would be the hands-down winner.”