THE LAZEAR WAY
Creativity & Innovation
Lazear was founded in 1999 by leading succession planning professionals who wanted to bring a creative and collaborative approach to ownership transition. Today, we are one of the leading ESOP and Merger & Acquisition teams nationwide. Our multidisciplinary team has helped hundreds of business owners maximize their wealth by creating custom plans for their future.
We Combine Deep Expertise with Creativity
for Unparalleled Results
Creativity & Innovation are at the core of our DNA at Lazear. Everything we do, every outcome we deliver, centers on these core ideas. With our unwavering focus on creativity and innovation, we strive to unlock new possibilities and drive meaningful outcomes for our clients.
Can Tax Structuring Be Innovative? Yes.
Many companies are not eligible for the tax benefits offered to ESOPs in the Tax Code. Our team of tax strategists have created innovative solutions that reorganize your company in such a way as to become eligible for those same tax benefits. Our solutions save our clients many millions of dollars in a typical transaction.
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.
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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.
