Doug is a Managing Director with Lazear in our Dallas office focusing primarily on Texas and the surrounding southern United States. He helps business owners and their advisors understand business succession options and determine if an ESOP/Employee-Ownership is the right solution and structure to meet the owner’s personal goals.

Doug oversees coordination between the owners, the company, their advisors, and the team at Lazear to help plan, execute and ensure successful outcomes and meet all the agreed-upon objectives. He draws on a wealth of industry knowledge and 25 years of professional experience in financial services, business valuation, financial analysis and wealth management, accounting and general ledger systems, enterprise software, business intelligence, data analytics, insurance/risk management, and tax and audit regulatory compliance.

Before joining Lazear, Doug worked as the Director for Business Development for CBIZ Valuation Group, a business unit of CBIZ, providing business valuation and tangible asset appraisal consulting services. Before CBIZ, he spent fifteen years at a global, multi-billion dollar technology and consulting organization supporting the largest accounting and advisory firms in the southern United States. Doug began his career as an investment advisor for a boutique consulting firm managing over two billion dollars in defined benefit plan investments, as well as several years as a financial analyst for Andersen Consulting, now Accenture.

Doug received both a BBA with honors in Finance and a BA in Mathematics from the University of Texas at Austin.

What does a successful company culture look like to you?

A company is more than just a business all about revenue and expenses. It’s part of the community where it grows. And it’s a critical piece of the lives of their employees, clients and suppliers – helping them to achieve all of their individual goals both financially and personally.