Partner
Bill Allen
CPA/ABV, CFE
Bill works with business owners and attorneys on valuation matters tied to transactions, disputes, and significant business decisions. His experience includes business valuations, due diligence, forensic accounting, and litigation support, along with ownership transition planning for closely held businesses. He helps clients navigate acquisitions, succession planning matters, and other complex financial events that require thoughtful analysis and strategic insight.
Education
Le Moyne College, Bachelor of Science, Accountancy
Community
Tonawanda American Little League, President
Frank Lloyd Wright Fontana Boathouse at West Side Rowing Club, former Treasurer
Professional
American Institute of Certified Public Accountants
Association of Certified Fraud Examiners
NYCPA – The New York State Society of CPAs
Ask Me About
Transaction advisory services
Most Recent Insight
2026 Changes to SOP 50-10 Will Take Effect in October
What is SOP 50-10? Small Business Administration (SBA) Standard Operating Procedure (SOP) 50-10 memorializes the SBA’s loan origination policies and procedures governing the 7(a) and 504 loan programs. SOP 50-10 is a living document that is revised when the SBA issues new guidance and requirements. Version 8.1 of SOP 50-1 will be effective on October […]