Since forming Allen Technology Advising in 1998 and then Allen CIO in 2019  we have prided ourselves on the partner relationships we have maintained and nurtured. This list constitutes partners who have proven capable of providing world-class services appropriate for private equity acquisitions.


Shannon Mullins

A BC Consulting Group

A BC Consulting Group is a Microsoft Partner focused on
Microsoft Dynamics 365 implementations. Their staff is made up of accounting, consulting, and development professionals with an average of 18 years experience. Their passion and love is providing quality and expert implementations of Dynamics 365 and power platform, using tools provided by the Microsoft tools already owned by most organizations. Our focus is on straight, fixed projects with quality, organization, efficiency and transparency.

Jon Thompson

Blue Margin

Blue Margin manages data for PE-backed companies to enable real-time visibility into KPIs that align decision-making and elevate accountability across the org chart. Within 3 weeks of launch, their Managed Data Service consolidates disparate data for company-wide visibility into performance, and to take early advantage of the impending disruption from generative-AI analytics.


Scott Smeester

CIO Mastermind

People, processes and technology are changing. CIO Mastermind helps create the environment required for technology innovation to thrive.


John Jordan

Expense Reduction Analysts

John Jordan and I have known each other for many years, and he is a great resource for mid-market companies. He works with business leaders that have a nagging feeling or curiosity that they are overpaying suppliers by meaningful amounts, particularly in these inflationary times.


Dafne Tsakiris

Launch Point

Launch Point streamlines and documents business processes for sustainable growth and high-powered efficiency. They evaluate workflows, approvals, exisiting processes, and out-of-the box software potential.  This allows them to take full advantage of the power of process and technology working effectively together.


Peter Holtgrieve

Partners in Business Excellence

Peter is someone that I love to refer into manufacturing companies.  When it comes to the plant floor, “You don’t know what you don’t know.”  His ability to find poor, inefficient and broken processes isn’t his superpower, it is his ability to work with the company to put in place solutions to eliminate the issues and prevent them from reoccurring.


Randy Pennington

Pennington Group

I have seen Randy get dropped into a business and be able to align himself with leaders at every level to solve business and people challenges. He has spent decades building high-performing teams and guiding culture change. My takeaway from his results is that people like to work more for a business he has helped transform.


Paige Goss

Point Solutions Group

Point Solutions Group is a leading provider of cyber security services. Their role is to understand the criticality of robust cyber security measures in today’s digital age and provide an array of services, including; Governance, Risk Management, Compliance, Offensive Security Projects, and Defensive Security Engagements.


Dirk Dykson

Portocol Business Strategies

Portocol Business Strategies helps business owners increase their business valuation for eventual exit, transition, or sale, by clarifying strategy, growing revenue, and maximizing profit. We guide business owners to accomplish this through:

  1. Creating a culture of performance and accountability
  2. Simplifying systems and processes to enable scale
  3. Developing the next generation of leaders and managers


Dan Smink


Refract ROI is a digital marketing and media company based in Denver. They work with business leaders of companies currently generating $10-25 Million in revenue with an urgent need for predictable, scalable revenue streams to help them transform their businesses and turn them into thriving, growing companies.



The Sales

Joe has been my Sales coach for many years. He works with businesses who, quite simply, want to grow their sales. To do this  the provides focus, direction and discipline to get results.


Ed Schenkein


SInger Lewak provides comprehensive accounting, tax and advisory  services to closely-held and investor-backed companies.


Kelly Condon

Sunflower Bank

Kelly and Sunflower Bank strive to help business owners with ideas and connections that drive profitability and a successful exit.


Paige Wiese

Tree Ring Digital

Paige is a consummate professional that has a well diversified team creating stunning websites along with the services needed to properly  market your business.