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Winter Meetings of the Profession
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Friday, January 25 • 8:00am - 9:15am
Upstream Mergers' Perspectives on M&A

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This session will feature leaders of CPA firms who have merged “upstream” in the recent past. Their comments will range from decisions made initially to merge upstream to how they went about deciding on the proper accounting firm to merge with. Lastly, it will also include a look back perspective from each of the panelists identifying anything they might have done differently along the way, as well as a brief discussion on how the integration process has gone for their firm.

Speakers
avatar for Allan Koltin

Allan Koltin

CEO, Koltin Consulting Group
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... Read More →


Friday January 25, 2019 8:00am - 9:15am PST
General Session - Lagoon Ballroom (Rear)