Figuring Out: Private Equity's Impact on Accounting | Podcast #EP23 1 Credit
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Welcome to a new episode of Private Equity. In this episode, we explore the evolving role of private equity in the accounting industry, from its transformative influence on capital needs to the broader implications for firms of all sizes. Are independent firms at risk of being left behind, or can alternative strategies keep them competitive? Join us for a deep dive into these pressing questions.
Our guest, Allan Koltin, a leading expert in accounting firm strategy, shares his insights on the rise of private equity, its historical context, and its potential impact. From the pivotal moments that signaled a change to practical assessments of success, Allan unpacks what private equity truly means for ownership, talent, and firm growth. We’ll also examine the challenges, limitations, and alternative paths available to firms navigating today’s dynamic market.
Key Topics:
As the accounting industry undergoes rapid transformation, understanding capital infusion strategies is crucial for long-term success. Whether you're an independent firm leader or a professional curious about the industry's future, this conversation offers valuable perspectives. Tune in for actionable insights and strategies to thrive in an evolving landscape.
| License details | Credits | Status |
|---|---|---|
| Management Services for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1 CPD | Eligible |
| Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Management Services for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Management Services for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Management Services for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
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Koltin Consulting Group, Inc. has been serving the accounting and financial industries, as well as other professional services firms, for decades. At its helm is Allan D. Koltin, a strategic consultant and partner to many of the Top 500 national, regional and local accounting firms. He is also a nationally recognized public speaker. His expertise in M&A has put him at the heart of over 160 accounting firm mergers, including some of the largest in the industry
In 2023, Accounting Today ranked Allan as the Second most influential person, according to their “Top 100 Most Influential People in the Profession” rankings. Reach out to Allan at akoltin@koltin.com to see how he can assist you and your firm
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