Caliifornia M&A Advisors & Business Brokers

Meet the Team

Our seasoned business valuation experts, M&A advisors and business brokers provide great service and reliable results

Jim Leonhard, CVA

Business Appraiser, M&A Advisor

(916) 800-2716

Biography

Jim focuses on the valuation and sales of closely-held small to mid-sized companies. Business owners, shareholders, attorneys, CPAs, fiduciaries, lenders and others seek Jim’s services in valuing and/or selling full or fractional business interests for successful buy-sell planning and transactions, SBA lenders, estate planning, estate, gift and other tax filings, litigation support, succession planning, mergers and acquisitions, management buy-outs, financings, reorganizations, ESOP, bankruptcy, shareholder disputes, and marital dissolutions.

Jim Leonhard’s career, spanning over 40 years, includes founding, operating, growing, selling, buying, and valuing businesses. Prior to joining Exit Strategies Group in 2005, Jim was the founder, CEO and President of two telecommunications consulting firms, one of which he successfully and profitably sold. His previous experience includes work as a leadership advisor to for profit and non-profit organizations; as a partner in a prestigious litigation support consulting firm; as a senior vice president of an international coatings company with profit and loss responsibility for a $20 million business; and as a director of international operations for a division of major chemical company. Earlier in his career, Jim led sales, marketing and technical teams; directed and developed strategic plans; and forged international business relationships.

Industry Experience

Jim’s industry experience encompasses manufacturing, distribution, construction, services, technology, telecommunications, real estate, consulting, transportation and logistics, food and beverage, retail, and more.

Education & Accreditations

  • Masters in Business Administration, Harvard Business School – Boston
  • Bachelor of Engineering Science, Johns Hopkins University – Baltimore
  • Certified Valuation Analyst (CVA)
  • California DRE #01520759

Professional & Civic Affiliations

  • Member, National Association of Certified Valuators and Analysts
  • SCORE mentor
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