KCG has been providing management, marketing and business consulting services to professional and financial services firms for over two decades.
Allan Koltin gave his Top 10 Sound Bites of the Year at The Advisory Board’s Winning Is Everything Conference this month at The Venetian in Las Vegas.
CPA firm mergers continue, with CliftonLarsonAllen’s announced combination with NSBN, effective January 1, 2018. This will expand CLA’s presence in Los Angeles. Allan Koltin was the principal advisor to both firms on this merger.
Also announced on January 1st, New York-based Citrin Cooperman has added Schneider & Associates to its Bethesda, Maryland, office.
On January 2 it was announced that Milwaukee-based Wipfli has merged in Chicago-based Kessler Orlean Silver. Allan advised both firms on the merger, which expands Wipfli’s presence in Chicago. It is the 6th firm Wipfli has joined with in the past year. In December it was announced that Wipfli merged in another Milwaukee-based firm, Sattell Johnson Appel.
Koltin Consulting Group associates are frequently asked to lend their knowledge and expertise to various trade publications by contributing articles. Click here to view full articles.
Koltin Addresses Carr, Riggs & Ingram Partner Group on November 14th