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

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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.

ESOPS:

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.

What
Our Clients
Are Saying

It starts
with you

We endeavor to deeply understand your goals so we can offer truly impactful guidance that helps shape your future while building your wealth.

Lazear
is national

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

Vargo-Solutions
Vargo Solutions

Warehouse Management
100% ESOP Sale
Columbus, OH

Wimsatt
Wimsatt

Building Products Distributor
3rd Party Sale
Wayne, MI

Belden-Brick
Belden Brick

Distributor
100% ESOP Sale
Canton, OH

Norwalk-Furniture
Norwalk Furniture

Consumer Home Furnishings
100% ESOP Sale
Norwalk, OH

BlazeHoldings
Blaze Holdings, Inc.

Contractor
100% ESOP Sale
Detroit, MI

AJ-Asphalt
AJ Asphalt

Contractor
100% ESOP Sale
Columbus, OH

TestDouble
Test Double, LLC

IT Professional Services
100% ESOP Sale
Columbus, OH

Ryba-Marine
RYBA MARINE

Marine Contractor
100% ESOP Sale
Cheboygan, MI

Bandit-Industries
Bandit Industries

Manufacturing
100% ESOP Sale
Remus, MI

Romanoff
Romanoff

Electrical Contractor
100% ESOP Sale
Columbus, OH

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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.

Lazear advises clients that operate companies across a wide range of industries. From construction to…
At some point in a Company’s life cycle the topic of succession planning will arise.…
Dive into our Third Annual 2024 Banking Report, where you'll learn what commercial lenders are…
Episode 4: ESOPs in The Big Apple, And a Wrap Up Rudy Caligari (
6 Traits of an Ideal ESOP Candidate
Lazear advises clients that operate companies across a wide range of industries. From construction to...
Succession Planning: What happens to your employees after the succession plan is enacted?
At some point in a Company’s life cycle the topic of succession planning will arise. For some businesses...
The Unlock: 3rd Annual Banking Insight Report
Dive into our Third Annual 2024 Banking Report, where you’ll learn what commercial lenders are...
Episode 4: ESOPs in The Big Apple, And a Wrap Up
Episode 4: ESOPs in The Big Apple, And a Wrap Up Rudy Caligari (00:00): Lazear really, really were an...

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.

© 2023 Lazear Capital Partners, Ltd. All rights reserved.