OUR ADVISORY BOARD

L. Gary Boomer
Gary is the CEO of Boomer Consulting, Inc. and is recognized by the accounting profession as the industry’s leading authority on technology and firm management. Gary has been ranked by Accounting Today as one of the 100 Most Influential People in Accounting for over ten years running. He serves as a strategic technology consultant to firms as well as a special adviser to many of the industry’s top CIOs. Gary consults and speaks around the globe about best practices in the integration of technology and firm strategy. He is also an expert on compensation systems and developing a training-learning culture. In addition, Gary serves as a planning facilitator and management coach and serves on many advisory boards. He is the past chairman of the AICPA’s Information Technology Executive Committee and a member of the AICPA Council. He has also served on the AICPA’s Academic and Career Development Executive Committee and the ACUTE Board of Directors. Gary currently serves as the President of the Kansas Society of CPAs and on the accounting advisory board at Kansas State University.

August J. Aquila, PhD
August is the CEO of Aquila Global Advisors, LLC, which specializes in succession planning, mergers and acquisitions, compensation plans and strategic planning. He also heads up Chantrey Capital Advisors, Inc. which specializes in helping privately-held businesses between $4 and $30 millions in acquiring or selling firms. Accounting Today has described August as one of the profession’s key strategic thinkers. In 2003, August was inducted into the Accounting Marketing Association Hall of Fame. His CPA client firms range from revenues of more than $110 million to as small as $1 million. What differentiates August from other advisors is his unending devotion to implementation and his in-depth knowledge and experience in the areas of strategic planning, compensation, succession planning and mergers and acquisitions. August has been involved in more than 150 mergers or acquisitions. He is highly sought after as an advisor for mergers and succession planning and is a frequent speaker at AICPA and State Society meetings on succession.

Allan Koltin
Allan is President and CEO of PDI Global, Inc., a Chicago-based management and marketing consulting firm that specializes in working with professional services firms worldwide. Allan is a nationally recognized speaker and industry analyst and has spoken at hundreds of conferences on the topics of leadership, partner compensation, mergers and acquisitions, human resources, professional practices, auto dealerships, assurance services, federal taxes, business valuation, litigation support, women’s initiatives, and practice management. Accounting Today has recognized Allan as one of the most influential people in the profession in each of the last 10 years.  Allan is a founding member of The Advisory Board, a think tank to professional and financial services firms. Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His specialties include leadership, management, firm profitability, growth, human capital development, and mergers and acquisitions.

Michael I. Daszkal, CPA
Michael co-founded Daszkal Bolton LLP, one of the largest regional CPA firms in South Florida. He continues to lead the firm as Managing Partner, Chairman of the Executive Committee and Partner in charge of the Audit and Accounting Services Department. With over 20 years in the accounting industry, Michael’s expertise transcends many areas of auditing and accounting, including due diligence, mergers and acquisitions, preparation of financial statements, and SEC rules and guidelines. Michael serves middle-market companies, SEC registrants, high growth and emerging companies, high net worth families, private equity and acquisitive companies, and corporate executives.  His industry expertise includes real estate and construction, manufacturing and distribution, financial services, technology and healthcare.

Stephen R. Whitehorn
Steve Whitehorn is the Managing Principal of Whitehorn Financial Group, Inc. (WFGI). WFGI is a long established and well known national consultant to Architect and Engineering firms.  Steve is the creator of The A/E Empowerment Program® that provides practice and risk management solutions, increase profitability and management consulting to design firms.  Mr. Whitehorn is also a noted authority on professional liability insurance and risk management advice for design professionals.  Steve Whitehorn is a graduate of Lafayette College with a degree in Economics and Business.  Mr. Whitehorn has received numerous industry awards and has spoken at various Architect, Engineer and CPA events.