Koltin Consulting Group
Koltin Consulting Group is a Chicago-based boutique advisory firm serving U.S. Top 500 accounting and professional services firms with management consulting, M&A and private equity advisory, and talent representation services, anchored on CEO Allan D. Koltin's personal network and deal-making reputation.
- Company typePrivate
- Founded1998
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Koltin Consulting Group does
Koltin Consulting Group, Inc. (KCG) is a Chicago-based boutique advisory firm founded in 1998 that serves U.S. accounting and professional services firms, primarily those ranked in the Top 500. The firm operates three service lines: Management Consulting (strategic planning, governance, partner compensation, succession planning, and retreat facilitation); M&A/Private Equity Advisory (deal structuring, target identification, due diligence support, negotiation, and PE transaction guidance); and Talent Representation (placement of partners, managers, and leaders in the professional services sector). All engagements are delivered on a custom, quote-based, multi-year engagement model through direct, relationship-led sales.
The firm's go-to-market is anchored to CEO Allan D. Koltin's personal reputation and industry network: he has been ranked #2 most influential person in accounting by Accounting Today for 26 consecutive years, has been involved in more than 160 accounting firm mergers, and serves as principal advisor on virtually every disclosed mandate. Supporting C-suite additions in early 2026 (Chief Growth Officer Lisa Benson, Chief Corporate Development Officer Brian Koltin, COO Donna Cox, and Chief of Staff Angela Bruks) indicate a deliberate move toward scaling beyond a single-dealmaker model.
Revenue is generated exclusively through professional services fees — consulting retainers, M&A advisory fees, talent placement fees, and keynote/workshop speaking fees. There is no proprietary technology product, no software licensing, and no marketplace component. Customer concentration is moderate, anchored on a repeatable roster of large national CPA firms (Baker Tilly, Citrin Cooperman, CohnReznick, EisnerAmper, Aprio, Wipfli, Springline Advisory, SAX Advisory Group, Nichols Cauley, Stephano Slack) and aligned PE sponsors (Madison Dearborn, New Mountain, Hellman & Friedman, Blackstone, Apax, Centerbridge, Flexpoint Ford).
Koltin Consulting Group firmographics
Firmographics- Name
- Koltin Consulting Group
- Legal name
- Koltin Consulting Group, Inc.
- Website
- https://koltin.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Koltin Consulting Group is a Chicago-based boutique advisory firm serving U.S. Top 500 accounting and professional services firms with management consulting, M&A and private equity advisory, and talent representation services, anchored on CEO Allan D. Koltin's personal network and deal-making reputation.
- Ownership category
- akta.pro rank
Koltin Consulting Group industry classification
Industry- Product category
- Management Consulting Services
- NAICS
- Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618), Human Resources Consulting Services (541612)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Strategy & Corporate Development Consulting (BPAHACAA)
- akta.pro secondary industries
- Financial Management & Performance Improvement Consulting (BPAHACAF), Organization Design & Operating Model Consulting (BPAHAGAB), Talent Management & Workforce Planning Consulting (BPAHAGAA)
Keywords
Where Koltin Consulting Group is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Koltin Consulting Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Others, Infrastructure
Revenue model
- Management Consulting Services: Fees for strategic consulting engagements including practice management, governance advisory, compensation design, succession planning, and retreat facilitation for CPA firms and professional services organizations.
- M&A/Private Equity Advisory: Advisory fees for mergers, acquisitions, and private equity transaction guidance for accounting and financial services firms.
- Talent Representation: Placement and recruitment services for partners, managers, and leaders in the professional management area of accounting firms.
- Keynote Presentations and Workshops: Speaking fees for keynote addresses and presentations at industry conferences, professional associations, and CPA societies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Koltin Consulting Group product offering
Product offeringCore offering
Koltin Consulting Group is a boutique professional services firm providing strategic consulting, mergers and acquisitions advisory, and talent representation to CPA firms and professional services organizations. Its core offerings include practice management consulting (governance, partner compensation, succession planning), M&A and private equity transaction advisory, and executive/partner placement services, primarily serving Top 500 national, regional, and local accounting firms.
Product overview
Koltin Consulting Group operates as a professional services consulting firm offering three interconnected service lines: Management Consulting, M&A/Private Equity Advisory, and Talent Representation. Management Consulting provides strategic planning, governance, compensation design, succession planning, and executive coaching. M&A/Private Equity Advisory guides firms through acquisition, merger, and private equity transactions. Talent Representation handles placement of partners, managers, and leaders within the professional services sector. The firm primarily serves Top 500 CPA firms and other professional and financial services organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Management Consulting Advisory services covering strategic planning, governance and firm management, partner compensation, leadership succession, firm growth and profitability, succession planning, retreats, and managing partner coaching for professional services firms. Designed for Top 500 CPA firms and other professional services organizations seeking strategic guidance from a trusted advisor.
- M&A/Private Equity Advisory
- Talent Representation
Quantifiable outcome
- 160+ accounting firm mergers facilitated
- +2 more outcomes
Companies that use Koltin Consulting Group
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles3 records
Koltin Consulting Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Koltin Consulting Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Pointe Advisory (now part of Stout)coreCollaborative partnership producing thought leadership whitepapers including 'Future Impact of Generative AI on Professional Services' and 'How PE Investment Theses Are Changing'. Both firms combine expertise to generate industry insights benefiting accounting profession clients.
- Pointe Private EquitycoreCollaborated to produce the whitepaper 'Investing in Accounting Firms – How to Assess the Attractiveness of an Accountancy', providing guidance on evaluating accounting firm investments.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
Koltin Consulting Group competitors and assessment
Company assessmentDirect peers
- Boomer Consulting: Boomer Consulting is a management consulting firm that serves CPA firms and accounting organizations with practice management, leadership development, and technology advisory - directly comparable to KCG's management consulting line. Both firms target Top 100/500 CPA firms with strategic and operational advisory services.
- Drucker & Scaccetti: Drucker & Scaccetti is a national tax, financial, and business consulting firm focused on serving the accounting profession, law firms, and other professional services organizations. It provides succession planning, partner compensation, and firm strategy consulting directly comparable to KCG's offerings.
- ConvergenceCoaching: ConvergenceCoaching provides management consulting, partner coaching, and succession planning services to CPA firms across North America. It competes head-to-head with KCG on the management consulting and human capital side of the CPA advisory market.
- Stout (including Pointe Advisory): Stout is a global advisory firm whose Pointe Advisory practice (a documented KCG partner) provides M&A and consulting services to accounting and professional services firms. Stout offers directly overlapping M&A advisory, deal structuring, and PE transaction advisory for the same target client base.
- Accounting Practice Sales: Accounting Practice Sales is a specialized M&A intermediary matching buyers and sellers of accounting practices. It overlaps directly with KCG's M&A advisory line for the accounting profession, particularly on smaller and mid-market transactions.
- INSIDE Public Accounting: INSIDE Public Accounting is a research, publishing, and consulting organization serving CPA firms, and its annual survey of firms is the source of KCG's "Most Recommended Consultant" award. IPA and KCG both serve Top 500 CPA firms with benchmarking, research, and peer-driven advisory content.
Broad incumbents
- Baker Tilly US: Baker Tilly is a top-10 US accounting and advisory firm that is both a KCG client (multiple M&A transactions) and a broader competitor offering consulting, M&A advisory, and now its own PE investment arm. As a large incumbent, it provides overlapping advisory services across the same client base.
- FTI Consulting: FTI Consulting is a global business advisory firm with a strong corporate finance and M&A segment serving middle-market transactions. While not CPA-firm-specific, it competes for high-value professional services M&A mandates and is frequently engaged on the larger, more complex deals that anchor KCG's market.
- Huron Consulting Group: Huron Consulting Group is a large professional services firm offering strategy, operations, and financial advisory to multiple industries. Its broad portfolio and scale make it a competitor for high-end management consulting and M&A advisory mandates that KCG also targets, particularly in financial services.
- Moss Adams: Moss Adams is a top-15 US CPA firm that is PE-backed and offers management consulting and transaction advisory services. It sits in the same Top 500 CPA market as KCG's clients and is itself a participant in the PE-CPA consolidation trend, making it both a market peer and a strategic reference point.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Koltin Consulting Group social profiles
Digital presenceKoltin Consulting Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Koltin Consulting Group leadership team
Management profileNumber of profiles
Profiles5 records
Koltin Consulting Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Koltin Consulting Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Koltin Consulting Group
What does Koltin Consulting Group do?
Koltin Consulting Group is a boutique professional services firm providing strategic consulting, mergers and acquisitions advisory, and talent representation to CPA firms and professional services organizations. Its core offerings include practice management consulting (governance, partner compensation, succession planning), M&A and private equity transaction advisory, and executive/partner placement services, primarily serving Top 500 national, regional, and local accounting firms.
Is Koltin Consulting Group a public or private company?
Koltin Consulting Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Koltin Consulting Group founded?
Koltin Consulting Group was founded in 1998. It employs 1 to 10 people.
Where is Koltin Consulting Group based?
Koltin Consulting Group is headquartered in Chicago, United States, in the North America region.
How does Koltin Consulting Group make money?
Four revenue lines are on record. Management Consulting Services are the primary driver. The others are M&A/Private Equity Advisory, talent Representation and keynote Presentations and Workshops.
Who are Koltin Consulting Group's main competitors?
Direct peers on record are Boomer Consulting, Drucker & Scaccetti, ConvergenceCoaching, Stout (including Pointe Advisory), Accounting Practice Sales and INSIDE Public Accounting. Broad incumbents are Baker Tilly US, FTI Consulting, Huron Consulting Group and Moss Adams.
Does Koltin Consulting Group have an API?
No public API is recorded for Koltin Consulting Group.
What industry is Koltin Consulting Group in?
Koltin Consulting Group's product category is Management Consulting Services. Its primary akta.pro industry code is BPAHACAA, Strategy & Corporate Development Consulting, with a secondary code of BPAHACAF, Financial Management & Performance Improvement Consulting. Its NAICS code is 54161 and its SIC code is 8742.