Running a professional services firm these days isn’t easy. You not only must have clear strategic vision, highly competent people, strong leadership skills and the agility to take advantage of quick-moving opportunities. You also need the assistance of experts who know your profession, understand your challenges and can guide you to greater success.

PDI Global’s experienced advisors excel in helping firms like yours realize more of their profit potential. Our consulting group is led by Allan D. Koltin, CPA, a nationally recognized authority on the professional services industry who has been rated "Most Influential in the Profession" by Accounting Today for the past ten years and "Most Recommended Consultant" by Inside Public Accounting for the past five years.

Allan and his team are ready to work with you to develop and implement solutions that achieve your goals in these and other areas:

• Strategic planning, including firm and partner retreats
• Governance and leadership, including upward evaluation surveys
• Mergers and acquisitions, including firm selection and deal negotiation
• Firm profitability, including billing and pricing strategies
• Partner compensation, including performance incentives
• Succession planning, including exit strategies
• Firm and partner retreats, including pre-retreat surveys
• Managing partner coaching, including leadership development

We would welcome the opportunity to put our deep experience and industry expertise to work for you. Please let us know how we can make running your firm not only easier, but also more satisfying and enriching. You can reach Allan Koltin at 800.227.0498 ext. 1930.

“I can’t say enough how pleased I am with the consulting services we’ve received from PDI Global. The upward evaluation leadership survey they did for us showed us what we needed to do to move our firm forward. Allan Koltin is an outstanding advisor who combines a personable style with a keen understanding of what makes firms successful. He has been tremendously helpful in coaching us to make the difficult decisions necessary to realize our strategic vision."

Michael Epstein, Managing Partner
Fuller Landau, Chartered Accountants and Business Advisors
Toronto, Canada