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strategic business advisory
for growth,
exit & legacy

Stat

  • 80%
    of businesses that go up for sale
    never sell.
  • 75%
    of business owners regret selling their business within a year of the completed sale.
  • 50%
    number of business owners who over estimate the value of their business by 50% or more.
  • 50%
    50% up to 50% of potential deals fall through during due diligence because of inadequate business financials.

YOUR BUSINESS IS MORE THAN JUST A VENTURE - IT’S YOUR LEGACY. FOR SEASONED ENTREPRENEURS, WE HELP YOU GROW & MAXIMIZE YOUR COMPANY’S VALUE.

IF YOU'RE PREPARING TO EXIT, WE POSITION YOUR BUSINESS TO ACHIEVE A STRONG OUTCOME WHILE MINIMIZING TAXES, GUIDING YOU THROUGH THE TRANSITION.

Business owners

Maximize business
growth & long-term
value

As a seasoned entrepreneur, you’ve built a successful company, but reaching the next level requires strategic insight. At LeClair Capital Partners, we help you identify growth opportunities, streamline operations, and maximize long-term value. Our partnership ensures your business grows efficiently while aligning with your personal goals. Together, we’ll position your company for sustainable success and prepare for future milestones.

80% of businesses never
sell due to lack of
transferable value

We Help You Structure Your Business for Growth & Ensure it Aligns
With What Future Buyers Value Most.

  • Less than 30% of business owners have a formal exit plan. We partner with you to build a long-term strategy that maximizes your company’s value and prepares you for the future.

  • Business owners who plan 5 years ahead increase their company’s value by up to 50%. Our expertise positions your business for sustainable growth, mergers, acquisitions, and strategic partnerships.

  • Over 50% of business deals fail due to lack of access to capital. We provide guidance on capital access and financial structuring to help you scale effectively and achieve growth milestones.

  • High tax burdens can reduce the value of a business sale by 30-40%. Our tax strategies help minimize your tax exposure, preserving more of your business’s value as it grows.

  • Managing cash flow is one of the top challenges for growing businesses. We help optimize cash flow management to support business growth while keeping operations running smoothly.

  • 70-90% of mergers and acquisitions fail to deliver expected value due to poor integration. We guide you through the M&A process, ensuring successful integration and positioning your business for increased long-term value.

Business exit planning

Exit Planing:

STRATEGIC GROWTH FOR YOUR BUSINESS
& LEGACY

As a business owner, preparing for an exit can feel overwhelming and uncertain. You’re not just thinking about selling – you’re navigating complex decisions around maximizing value, minimizing taxes, and securing your future. At LeClair Capital Partners, we understand that every business and every owner’s goals are unique. Our strategic exit planning process clarifies the path forward, identifying the steps needed to position your business for success, whether your exit is months or years away. Through our proven methodology, we help you enhance business value, so the timing of your exit becomes less critical, and your legacy is protected.

EXIT PLANNING
PROCESS

Exiting your business is a complex and emotional process, filled with challenges like valuing your company, optimizing taxes, and structuring deals to meet both buyer and seller expectations. At LeClair Capital Partners, we guide you through every step with a team of wealth, tax, legal, and investment banking experts who understand both your business and personal goals. From succession planning to risk mitigation, we help you protect what you’ve built, minimize taxes, and ensure a smooth, successful transition that aligns with your vision.
  • Exit Planning

    Exiting your business requires strategic planning to capture the true value of your company. At LeClair, our team of investment bankers, tax specialists, and wealth advisors crafts a customized plan to maximize value, minimize taxes, and prepare you for life beyond the sale.

  • VALUE ENHANCEMENT

    Maximizing your business’s value isn’t just about preparing for a sale - it’s about building value every day. At LeClair, our process helps you identify and enhance key drivers of growth, positioning your company for long-term success and higher market value.

  • POST SALE TRANSITION

    Transitioning your business to a new entity can feel overwhelming, with risks to continuity and value. At LeClair, we navigate the complexities of restructuring, ensuring a smooth transition that protects your business, minimizes tax exposure, and preserves long-term growth.

  • Selling to a Third Party

    Navigating the sale of your business to an outside buyer is complex. At LeClair, we guide you through the entire process, from finding the right buyer to structuring the deal, ensuring you maximize value while minimizing taxes and risks.

  • Transitioning a Family Business

    Passing your business to the next generation is filled with emotional and financial challenges. At LeClair, we help you create a seamless succession plan that balances family dynamics, protects your wealth, and ensures the future success of your business.

  • PROTECT THE HIDDEN VALUE IN YOUR BUSINESS

    Your business’s value isn’t just in assets - it’s in relationships, intellectual property, and brand equity. At LeClair, we help you identify and protect these intangible assets, ensuring they contribute to the overall value and future success of your business.

  • Risk Mitigation

    Unexpected risks like lawsuits or business disruptions can threaten everything you’ve built. At LeClair, we implement strategies to protect your business and personal assets, ensuring that you’re prepared for the unexpected while maintaining flexibility for growth.

  • BUILD A COMPREHENSIVE PLAN FOR YOUR FUTURE

    A one-size-fits-all approach doesn’t work for your business. At LeClair, we integrate all aspects of your financial and business life, ensuring that your strategy supports both personal and professional goals, now and in the future.

  • PREPARING YOUR BUSINESS FOR THE NEXT GENERATION

    Planning for leadership transitions is crucial to your business’s longevity. At LeClair, we help you create a seamless succession plan that aligns with your vision, ensuring the right leadership is in place to continue your legacy.

Early entrepreneur

Accelerating Your
Growth with Strategic
Guidance

As an early founder, you’re navigating a complex journey, full of both excitement and uncertainty. At LeClair, our firm as well as our professional network is here to connect you with strategic partners and experts to help accelerate your growth, ensuring your business is positioned for long-term success.

Unlocking Your
Business’s next
stage of Growth

As an entrepreneur or executive in a fast-moving company, navigating growth or preparing for a sale can be overwhelming. At LeClair, we offer strategic guidance to help you scale effectively, navigate transitions, and maximize value. Whether you’re a founder, venture-backed or PE-backed executive, or a business owner preparing for an exit, we connect you with the expertise and network needed to achieve your goals and ensure long-term success.
  • GUIDANCE FOR FOUNDERS AND EARLY TEAM MEMBERS IN HIGH-GROWTH COMPANIES

    As a founder or key team member, you face critical decisions that can shape your business’s future. LeClair connects you with experienced advisors who provide personalized guidance, helping you avoid common pitfalls and make informed choices as your company scales.

  • WEALTH PLANNING

    Your personal wealth is deeply connected to your business’s success. LeClair offers tailored wealth advisory services that align your personal financial goals with your business strategy, ensuring your wealth is protected and positioned for long-term success.

  • BUILDING STRATEGIC RELATIONSHIPS

    Accelerating your company’s growth requires the right connections. LeClair leverages its extensive network to introduce you to industry professionals, potential partners, and fellow entrepreneurs, creating relationships that can help you scale and drive your business forward.

Our clients are ambitious, forward-thinking

Wealth Management

As an investor, we needed more than just a typical wealth management firm - we wanted a partner who could guide us through complex financial and tax landscapes as well as offer exclusive investment opportunities. LeClair Wealth Partners delivered on every front. Their personalized approach to wealth planning, combined with their thorough due diligence on private investments, gave us access to unique opportunities we couldn't find anywhere else. We’ve been impressed by their level of transparency and dedication to helping us protect and grow our legacy, ensuring our family’s future is secure

Early Founders

When it came time to grow my business and plan for a future sale, I knew I needed an advisory partner who understood the complexities of scaling and maximizing value. LeClair Capital Partners helped me every step of the way - from developing a strategic growth plan to optimizing my company’s value in the eyes of potential buyers. Their guidance in navigating both business and personal tax considerations was invaluable. Thanks to their expertise, I’m confident that my company is not only positioned for growth but also for a successful transition when the time comes.

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COMPREHENSIVE
SOLUTIONS FOR FAMILIES
& BUSINESS OWNERS

Your financial journey is complex, whether you’re growing a business, protecting family wealth, or planning for the future. At every stage, you need a partner who understands the challenges you face and provides solutions that align with your goals.

LeClair is here to guide you, offering clarity and expertise across wealth management, business advisory, and exclusive investment opportunities. Together, we’ll help you achieve your vision, ensuring your success today and for generations to come. Take the first step with us and let’s build a future that honors your legacy and drives your continued growth.