Allan is the Managing Partner and has been with our firm since our inception in 1990. He has worked for 33 years in public accounting, including eight years with our national predecessor firm.
Allan’s client-service responsibilities are primarily in the accounting, auditing, ERISA, financial reporting and business and tax planning areas. He focuses on serving owner-managed businesses in manufacturing, distribution, retail and service industries. His expertise includes Mergers and Acquisition where he’s lead many due diligence projects, succession planning and litigation assistance. In addition to his client responsibilities, Allan is the firm’s Audit Quality-Control Partner