Allen P. Harris

Founder, CIO, Berkshire Money Management

Allen Harris, CEPA, is founder, owner, and chief investment officer of Berkshire Money Management (BMM) based in Dalton, Massachusetts, where he helps clients stay on course with their retirement plans, capitalize on return opportunities, and develop risk control strategies. As a Certified Exit Planning Advisor, Allen builds businesses through strategic planning and finds ways to increase a company’s value as well as the owner’s income. By doing so, he helps to prepare the business to sell for the best possible price. Beyond his professional work, Allen is passionate about the well-being of animals and is dedicated to community engagement through economic revitalization and the arts.

Throughout his career, Allen has skillfully guided clients through challenging periods—recessions, bear markets, technology and commodity bubbles, and the “Great Recession.” Despite these obstacles, Allen and BMM not only ensured clients stayed on course with their retirement plans, but also helped them to both capitalize on return opportunities and risk control strategies.


Build It, Sell It, Profit

Publication Date: March 2018

Many business owners do not know what they need to do in preparation for selling their business. They think of their exit as something they’ll attend to someday, only to arrive at “someday” and discover that they can’t find any interested buyers and won’t be able to retire when they planned.

Have you as a business owner ever asked yourself any of these questions?

• What should I be doing today to build my business
toward maximum value?
• What is my business worth and how do I find out?
• When I sell my business, will I get enough money to
maintain my lifestyle and take the next step in life?

In Build It, Sell It, Profit, Allen Harris will answer these questions and more so you can see just how important it is to get started on the process of planning for the eventual sale or transfer of your business so you can maximize your profits when the time comes.

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