Rick Allen

Managing Partner

Weston, Connecticut

Professional Profile

Call Me When

Call Me When... A company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors

Contact Method

cell or email


  • Consultant
  • Professional Certifications

    Functional Expertise

  • Board of Directors (for profit)
  • Board of Directors (not for profit)
  • Due diligence
  • Equity
  • Family business
  • Finance
  • Financial Modelling
  • Private equity
  • Transaction advisory
  • Turnarounds
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Manufacturing
  • Non-profit
  • Wholesale/Distribution
  • Client Results


    Connecticut - Hartford

    Member Since

    Member for 4 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX