Allan is the Managing Director of Business Transition, M&A Advising and Business Valuation. He is a Certified Merger & Acquisitions Advisor (CM&AA) and Certified Valuation Analyst (CVA). He has retired his CPA and Certified Exit Planner certificates.
Client and practice specialties include business owner exit and succession planning, mergers and acquisitions advisory, and business valuations. Allan works with a variety of industries including manufacturing, wholesale distribution, professional services, real estate, construction, technology, and retail.
Allan has presented to various associations on the topics of business owner exit strategies, transition strategies, and business valuations. He was a member of the AICPA and WSCPA, where he was a past Chairman of the WSCPA Business Valuation and Litigation Support Committee.