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Closely-held & Family-owned Businesses

We understand the challenges facing closely-held businesses today and strive to understand and enhance your unique situation.


Is your business new to the community? Is it well-established with plans for short-term growth? It doesn’t matter to us. Whatever your situation, Leone, McDonnell & Roberts, Professional Association can help your business reach the next level. Our team has extensive experience serving all types of closely-held businesses, from small to family-owned, which provides us the ability to review your situation with a much broader perspective, helping your business maintain prosperity and longevity in the marketplace.

We understand the broad array of challenges facing closely-held businesses today, and we strive to understand the complexity of your unique situation. To help overcome your challenges, and reach your business’ full potential, we have dedicated a specialized group of professionals to work specifically with businesses just like yours.

Our closely-held business team can assist you with:

  • Audits, reviews and compilations of financial statements
  • Accounting services
  • Accounting software assistance for both QuickBooks and Peachtree products
  • Benchmarking/trend analysis
  • Estate planning
  • Financial planning
  • Hiring and compensation consulting
  • Investment advisory services
  • Mergers and acquisitions
  • Strategic planning
  • Succession planning
  • Tax planning
  • Tax return preparation
  • Technology consulting
  • Wealth management