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Business Consulting

We know what it takes to run a successful organization, because we’ve been doing it for over 40 years.

Overview

We’ve been in business since 1973, growing from a small partnership to the multi-partner, multi-office firm we are today. But enough about our history. You want to learn about our consulting expertise, right? Well, our background is the case in point.

At Leone, McDonnell & Roberts, Professional Association, we know what it takes to run a successful organization, because we’ve been doing it for over 40 years. We can help you do the same. You can rely on our professionals to help your business reach its potential through the implementation of financial and cash management strategies, as well as assistance with certain aspects of organization, production and human resource planning. We can also identify areas which are negatively affecting your profitability and develop practical solutions to help yield optimum results.

We can specifically assist you with:

  • Acquisition and sale assistance
  • Accounting software implementation and support for both QuickBooks and Peachtree accounting software products
  • Compensation planning
  • Screening for executive recruitment
  • Financial analysis
  • Estate, trust and gift planning
  • Strategic planning
  • Succession planning
  • Type of entity selection
  • Valuation report preparation