Lazear Capital Partners

Ownership transitions that achieve your goals.

Investment bank in Columbus, OH (show on map)

Expert advisors in ESOPs, 1042, and M&A, helping business owners maximize value and create lasting legacies.

About

Founded in 1999, Lazear Capital Partners is a national ownership transition advisory firm specializing in Employee Stock Ownership Plans (ESOPs), Section 1042 transactions, and mergers and acquisitions. With a multidisciplinary team of tax attorneys, CPAs, CFAs, commercial bankers, private equity professionals, and MBAs, Lazear combines deep expertise and goal-centered planning to maximize financial outcomes while aligning with clients' personal and professional aspirations.

The firm's proprietary 1042 strategy has saved clients over $1 billion in capital gains tax, and its ESOP solutions provide significant tax advantages and employee ownership opportunities.

Proprietary 1042 tax strategy

Multidisciplinary expert team

Goal-centered planning approach

Services

ESOPs

Employee Stock Ownership Plans offering significant tax advantages, employee ownership, and flexible involvement for business owners.

Tax-efficient exit strategy Employee ownership Customizable involvement for owners

1042 Tax Solutions

Strategic tax planning to minimize capital gains on ESOP transactions, saving clients millions.

Proprietary 1042 strategy Maximized tax savings Comprehensive financial structuring

Mergers & Acquisitions

Expert guidance on valuation, structuring, negotiation, and execution of M&A deals.

Valuation expertise Tax structuring Negotiation support Transaction execution

Credentials & Certifications

ESOP Expertise

Since 1999

1042 Tax Strategy

Since 2005

M&A Advisory

Since 1999

Frequently Asked Questions

What is an ESOP and how does it benefit business owners? +

An Employee Stock Ownership Plan (ESOP) allows business owners to sell their shares to employees, offering significant tax advantages and creating a lasting legacy through employee ownership.

How does Lazear’s 1042 strategy save clients money? +

Lazear’s proprietary 1042 strategy minimizes capital gains tax on ESOP transactions, often saving clients over $1 billion in aggregate tax liabilities.

What sets Lazear apart from other ownership transition advisors? +

Lazear combines deep expertise in ESOPs, 1042, and M&A with a multidisciplinary team of tax attorneys, CPAs, CFAs, and private equity professionals, ensuring goal-centered planning and comprehensive solutions.