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.
M&A demands sophisticated financial expertise. From valuation and tax structuring to negotiation and execution, we guide buyers and sellers with strategic, comprehensive solutions.
What Sets Lazear Apart
DEEP EXPERTISE
Since 1999, we’ve been at the forefront of ESOPs and Mergers & Acquisitions, leading hundreds of transactions with billions in aggregate market value. Our deep expertise means clients benefit from thorough analysis and a strategic approach that delivers optimal outcomes.
MULTIDISCIPLINARY APPROACH
Recognizing that no single discipline holds all the answers, we’ve built a unique in-house team of experts made up of tax attorneys, CPAs and CFAs, commercial bankers, credit underwriters, private equity and valuation professionals, MBAs, and more. Simply put: we bring a well-rounded perspective to every transaction.
GOAL-CENTERED PLANNING
We begin every client engagement by understanding the full picture—your personal and professional goals—so that our transition plan not only maximizes financial potential but also aligns with what matters most to you.
Lead with insight, plan with purpose
Unlock the true value of your life’s work by subscribing to The Unlock by Lazear, a monthly newsletter offering tips on succession planning, aligning exit strategy with team culture, and maximizing tax planning opportunities.
Let's get started
Every ownership transition starts with a vision—one that goes beyond finances to secure a legacy, empower a team, and define success. At Lazear, we’ve spent 25+ years helping business owners navigate this journey, ensuring their next chapter reflects their purpose and maximizes value.
Lead with Insight, Plan with Purpose
Unlock the true value of your life’s work with The Unlock by Lazear, a monthly newsletter offering tips on succession planning, aligning exit strategy with team culture, and maximizing tax planning opportunities.
Let's Get Started
We love sharing the game-changing value of ESOPs and developing succession plans that align with what matters most to you.
Let's Get Started
We love sharing the game-changing value of ESOPs and developing succession plans that align with what matters most to you.
