Alex Petrone
CFP, PFS, ABV, CPA, Partner

Alex Petrone has more than 20 years of experience working with closely held private businesses and their owners. He provides comprehensive business and tax planning, succession and estate planning, and has extensive experience with due diligence and mergers and acquisitions. 

Alex specializes in working with flow-through entities (partnerships, limited liability companies and S Corporations) and, in addition to tax services, provides comprehensive assurance services. His industry experience includes construction, real estate, manufacturing and distribution, and professional services.


BBA, Accounting and International Business – Florida Atlantic University

Professional Affiliations

American Institute of Certified Public Accountants 

Florida Institute of Certified Public Accountants 

Financial Planning Association


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