Franklin Alliance Logo

Franklin Alliance has a team of strategic advisors that are CPAs, possess decades of industry expertise, and have a proven track record of operating expertise ​

Rick Dreher, Former CEO​ Wipfli

Biography​

  • BA, Accounting – Lubar College of Business and B.B.A., Master of Taxation - University of Wisconsin - Milwaukee
  • Retired Managing Partner from Wipfli, LLP after 21 years of service (Top 25 CPA & consulting  firm)

Accomplishments

  • 2015’s Most Admired Peers by Inside Public Accounting (2x award winner)
  • Grew Wipfli from $80M to $500M+ during his tenure as CEO
  • Council member for the American Institute of CPAs

Allen D. Koltin, CEO Koltin Consulting

Biography​

  • B.B.A., Accounting - University of Wisconsin - Madison and Milwaukee
  • CEO of PDI Global from 1982 – 2011
  • Current CEO of Koltin Consulting Group

Accomplishments

  • Named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession (2023 – “Second Most Influential”)
  • Inducted into the Accounting Hall of Fame in 2016

Kimi Ellen​, Managing Partner​ Benford Brown

Biography​

  • B.S., Accounting - University of Illinois at Urbana Champaign
  • Former Auditor at Deloitte, Ace Hardware Corporation, and AT&T
  • Current Managing Partner at Benford Brown & Associates

Accomplishments

  • Named by AICPA and CIMA 25 Most Powerful Women in Accounting
  • National Director and Audit Committee Chairman – NABA
  • Leadership speaker at CalCPA Society

Matthew Sussman, CEO ​Alliance Animal​

Biography​

  • B.A. – Cornell University and MBA – Harvard Business School
  • Former Investment Banking Analyst at Citi, Associate at L Catterton, and Director at John Hardy
  • Currently Co-founder and CEO at Alliance Animal Health

Accomplishments

  • Grew Alliance Animal Health to over 200+ nationwide practices
  • Successfully received a growth investment from L Catterton, the largest consumer-focused private equity firm

Randy Crabtree, Managing Partner ​Tri-Merit Tax​

Biography​

  • B.S., Computer Science- Northern Illinois University
  • Founder and President of Tri-Merit Tax for the past 18 years
  • Founder of Bridging The Gap Conference

Accomplishments

  • Named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession in 2023 & 2024
  • Host of Unique CPA Podcast

Jon Segal Tax Partner ​Aprio

Biography​

  • B.A. – Loyola University, Chicago
  • 25+ Years of experience; former CFO of Inc. 500 company
  • Currently Midwest Regional Leader & Tax Partner at Aprio

Accomplishments

  • Grew KRD from 10 employees to 110 over the course of 20 years
  • Successfully sold KRD to Aprio in Jan 2025

Ready to transform your business?

Contact Us                                      ❯
USA Flag

Franklin Alliance LLC is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other nonattest services to clients. Partner Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards.