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Alex Petrone

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Director
561.953.1506
 

Alex has more than twenty years of experience working with closely held private businesses and their owners to provide comprehensive business and financial planning as well as succession and estate planning. He has extensive experience with business valuations and mergers and acquisitions.

Additionally, Alex is well versed in working with partnerships, limited liability companies and S Corporations as well as providing, audit, review and compilation financial statement services.

Alex holds the designations of Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner®, and Accredited in Business Valuations. He is an active member of the Florida Institute of Certified Public Accountants (FICPA), American Institute of Certified Public Accountants (AICPA), and Financial Planning Association.

Alex earned a Bachelor of Business Administration in Accounting and International Business from Florida Atlantic University.