“I am a serial entrepreneur that has started and sold several businesses during my 30-year career. I have worked with both small and large accounting firms, however, I have never received the level of service, knowledge, and industry expertise I obtained from Kelly Allen and his firm. The Level team has a vast knowledge of state and federal tax law, M&A processes, and long-term tax planning. Recently, Kelly helped organize a team that facilitated the acquisition of my latest business by one of the largest private-equity firms in the nation. Kelly’s attention to detail and tireless efforts garnered our team several million additional net dollars. I'm not in the habit of providing testimonials but, in this case, I felt compelled to share why I have the utmost respect and trust in the Level team.“   

Low Cost Interlock, Inc.


Michael Lyon

President / CEO