Sign In

Bernie Leone

Lead Entrepreneur Advisory at WithumSmith & Brown

Bernie Leone is a seasoned professional serving as the Lead of Withum's Entrepreneur Advisory Services Group.12 He is a licensed certified public accountant (CPA) with over 35 years of experience working with diverse entrepreneurial companies, CEOs, and business owners across various industries.2

Key aspects of Bernie Leone's career and expertise include:

  1. Current role: Lead for Withum's Entrepreneur Advisory Services, focusing on ownership issues, succession planning, strategic initiatives, and transaction planning.12

  2. Previous experience:

    • Over 30 years at Ernst & Young (EY), where he held leadership roles including Office Managing Partner and Regional Director of EY's Entrepreneurial Service Practice.1
    • NY Managing Partner at Tatum, an executive services firm.1
    • Ran his own consulting business serving entrepreneurs.1
  3. Specializations: Strategic and transaction advice, financing, management succession, IPOs, and working with privately-held businesses, private equity groups, and family-owned businesses.2

  4. Education:

    • BS in Accounting from NYU, where he was a member of Beta Alpha Psi (Accounting Honors) and Beta Gamma Sigma (Business Honors).1
    • Attended the Tuck Executive Program at Dartmouth.1
  5. Achievements:

    • Helped establish the Entrepreneur of the Year Program.1
    • Named to the list of "Who's Who" in New Jersey Business Leaders by NJBIZ.2
  6. Additional activities: Active speaker, author of articles and co-author of books on business and accounting subjects, with an emphasis on entrepreneurship and early-stage businesses.2

Bernie Leone is known for his expertise in addressing the needs of business owners throughout various stages of their company's lifecycle, from start-ups to mature, established businesses.12

Highlights

Oct 24 · withum.com
New York, NY
Aug 28 · withum.com
Bernard Leone
Bernard Leone

Related Questions

What are Bernie Leone's main responsibilities in the Entrepreneur Advisory Services at Withum?
How has Bernie Leone's career evolved from his time at EY to his current role at Withum?
What specific challenges does Bernie Leone help entrepreneurs overcome in his advisory role?
Can you provide examples of successful projects Bernie Leone has led at Withum?
What qualifications and certifications does Bernie Leone hold that make him an expert in his field?
Bernie Leone
Bernie Leone, photo 1
Bernie Leone, photo 2
Add to my network

Location

New York City Metropolitan Area