Succession Planning That Embraces Your Goals
We are your ownership transition partner, specializing in Employee Stock Ownership Plans and Mergers & Acquisitions
We help business owners make goal-focused financial choices that not only maximize wealth but also honor their personal and financial vision for the future.
Discover How Lazear Provides Exceptional Ownership Transition Solutions for Clients
Exploring Lazear: Where Expertise Meets Innovation
Discover how our firm combines deep knowledge and cutting-edge ideas to drive forward and deliver exceptional ownership transition solutions for our clients.
An M&A Alternative
Employee Stock Ownership Plans (or ESOPs) provide a way for owners of privately held companies to create a succession plan by selling their shares to their employees via a newly created retirement plan. ESOPs were created by Congress to encourage owners to sell to their employees and both the sellers and their employees receive very significant tax breaks.
“Lazear Capital quarterbacked this whole thing. I was busy running my business, so they were careful not to overload me. Instead, they slowly pieced it out so I could absorb it as we went along.”
MARSHALL RYAN, UST Founder
UNIFIED SERVICES OF TEXAS, INCORPORATED (UST)
“Lazear Capital really helped us understand the power of the ESOP and what it would do for our employees. They ensured we received a full, fair value with the best bank financing available. They exceeded our expectations.”
D. DICKERSON, UTI Founder
UTILITY TECHNOLOGIES INTERNATIONAL CORPORATION
“The Lazear team were exceptional at understanding our unique business needs and finding a partner to help us execute on our growth prospects. The Lazear Capital team went above and beyond expectation in their commitment to finding us a partner that would safeguard Wimsatt's legacy of service.”
BOB HOFFMAN, Former majority owner
WIMSATT BUILDING MATERIALS
“Through conversations with the Lazear team, we arrived at a wonderful option that maintained our culture and allowed Belden Employees to become owners through an ESOP. Knowing the transitions would feel seamless to our customers was crucial. Our employee owners that will carry on the tradition of great products to the building, masonry, and landscape industry in Michigan.”
TODD BELDEN, 5th generation family-owner
BELDEN BRICK AND SUPPLY
We endeavor to deeply understand your goals so we can offer truly impactful guidance that helps shape your future while building your wealth.
With locations around the country, you’ll have an expert by your side during every step of your ownership transition.
Since 1999, we’ve helped hundreds of clients
maximize their wealth
Resources & News
We want you to feel empowered in your choices. So we’ve created videos and podcasts with clients and team members that explore the real-world benefits of ESOPs. But that’s not all: you’ll also find industry and client news, events, and more.
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.