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Winter Meetings of the Profession
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Friday, January 25 • 9:30am - 10:45am
Acquirers' Side Perspectives on M&A

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Are you looking to expand your firm's geographic reach? Maybe you'd like more market visibility. Perhaps you've been considering a merger or acquisition. But, how do you identify a good candidate? What attributes define a good match? How do you ensure a successful integration? What other variables are there to consider? This session features firm leaders that have been active in the area of CPA firm mergers and acquisitions. Sharing with you their insight into the complex process of merging or acquiring, our panelists represent firms of different sizes, geographies and service areas. Join them as they share the pitfalls they've encountered, the trials they've overcome and the successes they've celebrated.Are you looking to expand your firm's geographic reach? Maybe you'd like more market visibility. Perhaps you've been considering a merger or acquisition. But, how do you identify a good candidate? What attributes define a good match? How do you ensure a successful integration? What other variables are there to consider? This session features firm leaders that have been active in the area of CPA firm mergers and acquisitions. Sharing with you their insight into the complex process of merging or acquiring, our panelists represent firms of different sizes, geographies and service areas. Join them as they share the pitfalls they've encountered, the trials they've overcome and the successes they've celebrated.

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 9:30am - 10:45am PST
General Session - Lagoon Ballroom (Rear)