Koltin Consulting Group

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).

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

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

• Management consulting services
• Mergers acquisitions advisory
• Private equity advisory
• Talent representation
• CPA firm consulting

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others, Infrastructure

Revenue model

1. 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.
2. M&A/Private Equity Advisory: Advisory fees for mergers, acquisitions, and private equity transaction guidance for accounting and financial services firms.
3. Talent Representation: Placement and recruitment services for partners, managers, and leaders in the professional management area of accounting firms.
4. Keynote Presentations and Workshops: Speaking fees for keynote addresses and presentations at industry conferences, professional associations, and CPA societies.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core 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

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Pointe Advisory (now part of Stout)coreStrategic or Co-development Partner · 1 March 2024Collaborative 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 EquitycoreStrategic or Co-development Partner · 1 July 2023Collaborated 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

Direct 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

• Xtwitter.com/AllanDKoltin
• YouTubeyoutube.com/channel/UC_qP5jbKB_q4f244psv7_dg/videos
• LinkedInlinkedin.com/company/koltin-consulting-group-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Koltin Consulting Group