Brent Allen is an independent Financial & Business Advisor, supporting individuals and businesses in developing growth and wealth management strategies to effectively navigate the complexity of building a solid financial future and legacy. He advises small business owners and Senior Management on strategic business development ideas including joint ventures and financing structures. Brent also assesses client business plans and financial needs, facilitating introductions to investors for early and later-stage funding. Additionally, he facilitates introductions to large corporates for partnerships or M&A.Brent started his advisory business in 2014, leveraging 18 years of experience as a Vice President, Senior Financial Advisor with Merrill Lynch. He provided personal investing, business investing, estate planning, philanthropy, educational and retirement strategies. Brent developed and delivered goal-based plans for client achievements. He excelled in retirement financial advisory services and business advisory services. Brent's passion is to help entrepreneurial clients grow businesses with access to capital, education and business development resources.Brent has partnered with clients on small business growth, identifying and pursuing expansion opportunities. For one client, Brent provided strategy, acquisition finance and financial advice over a five-year period, helping a Franchisee grow annual sales from approximately $3.5M to $12M+. For another client, Brent facilitated introductions to eight investors, helping an entrepreneur establish a small business venture with $2.25M funding secured. For a third client, Brent help establish a joint venture to pursue business growth via a new vertical customer segment which could drive business value from $20M to $100M+.Prior Professional experience includes Morgan Stanley Dean Witter Reynolds Inc., GLW Associates Inc., International Business Development, and Cravath Swaine & Moore LLP.
Listed skills include Wealth Management, Strategic Planning, Investments, Mergers And Acquisitions, and 20 others.