OUR SERVICES
Your Goals Become Our Mission
Ownership transition is a moment of profound possibility. That’s why we begin our relationship by embracing your financial and personal goals. With our multidisciplinary expertise, we create a customized plan that ensures you’re setting up a strong foundation for the future.
Personalized Innovative Plans that
Help You Foster Wealth That Enriches Your World
ESOPs can be an ideal exit strategy for business owners looking for very significant tax advantages, a way to elevate their employees, and an option for remaining as active in the business as they desire.
Business owners selling to an ESOP can realize considerable value to the shareholders, the company, and the participating employees by leveraging Section 1042 Capital Gains Tax deferral strategies.
What Sets Lazear Apart
OUR DEEP EXPERTISE
We’ve been leaders in ESOPs and Mergers & Acquisitions since 1999. We’ve led
hundreds of transactions with billions of aggregate market value, with a depth of analysis and a thorough approach.
OUR MULTIDISCIPLINARY APPROACH
OUR GOAL-CENTERED PLANNING
We start each client engagement by integrating your whole self, uncovering your personal and professional aspirations to ensure our transition plan maximizes your wealth’s meaning along with its potential.
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We love sharing the game-changing value of ESOPs and developing succession plans that align with what matters most to you.
