Empowering Business Owners with Tailored Financial Solutions
Strategic Financial Planning for Business Owners
You’ve built your business. At Steeplechase Capital Partners, we help business owners accumulate, manage, and preserve the wealth they’ve worked hard to create; through growth, transition, and beyond.
Specialty Services for Business Owners
Business ownership comes with complex financial decisions. We work alongside you to help align your business strategy with your personal financial goals, both now and in the future.
Business & Transaction Planning
- Business analysis and strategic planning
- Succession and exit strategy planning
- Guidance before, during, and after a transaction
- Liquidity event and recapitalization analysis
Tax & Capital Strategy
- Tax-advantaged and proactive tax planning
- Creative financing and capital optimization strategies
Risk, Banking & Retirement Solutions
- Buy/sell agreements and key person insurance
- Business banking coordination
- Retirement plans (401(k), ESOPs, and more)
Need more?
If your needs extend beyond our direct scope, we leverage a trusted network of legal, tax, and banking professionals to ensure nothing is overlooked.
Why Choose Steeplechase Capital Partners?
Ready to Preserve Your Business Legacy?
Schedule a complimentary, no-obligation consultation with Brian Russo or Trevor Johnson. We primarily work with established business owners in Pennsylvania, New Hampshire, and the Vail, Colorado area who typically have $3M+ in investable assets.
