Welcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by a legendary figure in the accounting profession, Allan Koltin.

Allan is the CEO of Koltin Consulting Group and one of the most influential voices in the accounting world. With decades of experience advising top firms on growth, leadership, and mergers, Allan shares insights into what drives success in professional services – more specifically in this episode – the interplay between accounting firms and private equity.

From his early days as the youngest partner at his firm to being ranked among Accounting Today's Top 100 Most Influential People, Allan brings a wealth of knowledge, real-world stories, and forward-thinking advice.

Come listen to an episode chalk-full of value as we really drill down on the ups and down of private equity in the accounting space.

Episode Highlights:

0:00 - Teaser

0:59 - Episode beginning and intro to Allan

7:22 - Allan dives into PE and accounting

14:33 - “How do we move autonomy to accountability?”

18:56 - What PE ownership brings (and takes away)

28:08 - Managing staff and seniors as PE money comes in

34:20 - Who are the true winners and losers?

39:02 - “What is the threshold at which we stop flipping?”

45:20 - Maintaining (and combining) culture

52:30 - Allan’s suggestion to people uneasy with PE

54:51 - Episode wrap-up

ABOUT HOST YURI KAPILOVICH

Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.

Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.

CONNECT WITH YURI KAPILOVICH

LinkedIn: https://www.linkedin.com/in/ykapilovich/

Website: https://www.thefuncpa.co/

CONNECT WITH ALLAN D. KOLTIN

LinkedIn: https://www.linkedin.com/in/allan-koltin-24a8181

Website: https://koltin.com/