HomeTeam MemberErik L. Allen

Erik L. Allen

Erik L. Allen

Erik L. Allen

CPA, CM&AA
Assurance Partner

Erik joined Boulay in 1992 and became a partner in 2002. He has more than 25 years of experience in accounting, auditing and management consulting and is a Certified Specialist in Mergers and Acquisitions. Erik focuses on financial due-diligence assignments for numerous clients and private equity funds, and he analyzes business operations and provides recommendations for enhancing overall business performance. In addition, Erik oversees audit and other financial reporting engagements for clients in a variety of industries, including ESOP-owned companies.

Erik lives in Shakopee with his family. He enjoys relaxing at the cabin, cheering on the Golden Gophers, watching Minnesota Timberwolves basketball and golfing.

SPECIALTY

INVOLVEMENT

  • BFA Board Member
  • Gustavus Adolphus College Department of Athletics — National Advisory Board Member
  • Gustavus Adolphus College Department of Economics and Management — National Advisory Board, Past Member
  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • ESOP Association
  • Employee-Owned S-Corporations of America
  • Association for Corporate Growth
  • St. John’s Lutheran Church — Council Member

HONORS

  • Gustavus Adolphus College Athletics Hall of Fame Inductee for Basketball

EDUCATION

  • Gustavus Adolphus College — B.A. Accounting
  • Certified Public Accountant (CPA)
  • Certified Merger & Acquisition Advisor (CM&AA)

PERSONAL INTERESTS

  • Relaxing at the cabin
  • Cheering on the Golden Gophers
  • Golfing

GET IN TOUCH

Contact Erik
"Helping clients through difficult transactions or trying times is the most rewarding aspect of my career. Seeing my clients reach their goals and objectives means that we have provided a positive impact on their business."

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RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.