Managing Partner

Allen Ayers, CPA, CVA, MST, CFP®

Allen assists clients with personal, business and estate planning, financing, business valuation & litigation support.

Allen holds a Master’s Degree in Taxation from the University of Baltimore Law School. He is a Certified Financial Planner® and a Certified Valuation Analyst.

Allen has performed expert witness testimony in several Maryland Circuit and District courts as well as the Federal Court under the Federal Rules of Procedure. In his 30 plus years of experience he has performed accounting, valuation and CFO services for a wide range of industries including professional services, government contractors, intellectual property, automobile and motorcycle dealerships, retail and wholesale sales and real estate development and construction contractors.

Allen is a former member and past Chairman of the Maryland Association of Certified Public Accountants Forensic, Valuation and Litigation Support Committee. He currently sits on the Board of the Maryland Society of Accountants and Tax Preparers. He is an Eagle Scout and has sat on the boards of several local and national non-profit groups.

Special Tax Skills

  • Income Tax and Asset Protection Planning for High Net Wealth Individuals
  • Divorce tax planning and distributions of the Marital Estate in Matrimonial Dissolutions
  • Specializing in Partnership, S Corporations and other “flow-through” entities
  • Government Contactors-audit, planning and compliance documentation
  • Intellectual Property-lost earnings, goodwill, damages
  • Professional Services-profitability analysis, benefit planning, tax and exit planning services
  • Gift and Estate tax planning for Individuals and Businesses
  • Business Start-ups: Choice of Entity – Formation and Structuring
  • Real Estate Development and Construction Contractors
  • Distribution, Wholesale and Retail services
  • Retirement planning

Consulting Skills

  • Business Valuation and Litigation Support
  • Exit Planning and Tax Planning Strategies for business owners
  • Forensic and Fraud examination services-asset tracing, record re-creation, damages, lost profits
  • Traditional and non-traditional business financing
  • Expert Witness Testimony and Litigation Support

Accounting Skills

  • Profitability Analysis/Strategic Planning
  • Cash flow budgeting, benchmarking and forecasting
  • Accounting Software implementation and conversion
  • Tax and regulatory compliance
  • Financial Statement presentation for bank and alternative financing
  • Business plans for start-ups, budgeting and forecasting

Professional Organizations

  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA)
  • National Association of Certified Valuation Analysts (NACVA)
  • Maryland Society of Accountants and Tax Preparers (MSATP)
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