Learning about Mergers and Acquisitions with Guest Allan Koltin


In Episode 72, Jason Blumer and Greg Kyte tackle the mergers and acquisitions frenzy. They consider if acquiring a firm be a way to break through a growth ceiling, if buying a firm means buying a culture, and why selling a firm as a retirement plan is risky. Then Allan Koltin, the undisputed expert on this topic, joins them to shed some light on ways to prepare for buying or selling and current trends for mergers and acquisitions.

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Mentioned in the show:

Become a Thriveal Member!
A Morning with Allan Koltin (article)
Koltin Consulting Group
Register for Deeper Weekend (use code #DW17)
Intro to Thriveal monthly call

Audio Engineering by: Aaron Dowd

Produced by: Jennifer Blumer

About our guest: Allan Koltin

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 retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, succession, and mergers and acquisitions.

For seventeen consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. For the past two years, he was recognized as one of the “10 Most Influential” in the profession. Koltin was also voted one of the 10 Most Recommended Consultants for the tenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. For the past four years, Allan has also been named by CPA Practice Advisor as one of…

Allan Koltin

Founder, Author, Advisor, Speaker

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