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.

Go Deeper: See More ESOP Benefits

What
Our Clients
Are Saying

“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

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.

SEE OUR SERVICES

Lazear
is national

With locations around the country, you’ll have an expert by your side during every step of your ownership transition.

MEET OUR EXPERTS

Since 1999, we’ve helped hundreds of clients
maximize their wealth

Vargo Solutions

Warehouse Management
100% ESOP Sale
Columbus, OH

Wimsatt

Building Products Distributor
3rd Party Sale
Wayne, MI

Belden Brick

Distributor
100% ESOP Sale
Canton, OH

Norwalk Furniture

Consumer Home Furnishings
100% ESOP Sale
Norwalk, OH

Blaze Holdings, Inc.

Contractor
100% ESOP Sale
Detroit, MI

AJ Asphalt

Contractor
100% ESOP Sale
Columbus, OH

Test Double, LLC

IT Professional Services
100% ESOP Sale
Columbus, OH

RYBA MARINE

Marine Contractor
100% ESOP Sale
Cheboygan, MI

Bandit Industries

Manufacturing
100% ESOP Sale
Remus, MI

Romanoff

Electrical Contractor
100% ESOP Sale
Columbus, OH

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.