Doug is a Managing Director with Lazear, leading the Dallas market while extending his expertise to business owners nationwide. 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 among the owners, the company, their advisors, and the Lazear team to help plan, execute, and ensure successful outcomes while achieving all 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 served as Director of Business Development for CBIZ Valuation Group, providing business valuation and tangible asset appraisal consulting services. Prior to CBIZ, he spent 15 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 $2 billion in defined benefit plan investments, and also spent several years as a financial analyst for Andersen Consulting, now Accenture.

Doug earned both a BBA with honors in Finance and a B.A. 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.