Exit and Succession Planning

Ensuring a Seamless Transition for Long-Term Success

At Lazarus, we understand that planning for the future is essential for protecting the value you’ve built and securing a smooth transition for stakeholders. Whether you’re preparing for an exit, transitioning leadership, or setting up a succession plan, we provide strategic legal guidance that aligns with your goals and ensures compliance with U.S. regulatory requirements. Our tailored approach helps you navigate the complexities of exit and succession planning, with a focus on maximizing value and minimizing risk.

How We Can Help

Our firm supports clients through every stage of the exit and succession process, offering solutions that are both tax-efficient and legally sound. We work with founders, executives, family offices, and private equity investors to structure transitions that protect financial interests and ensure long-term stability. Our services include:

  • We help you evaluate exit options, from mergers and acquisitions to IPOs and management buyouts. Our guidance includes assessing the timing, structure, and financial implications of each option to align with your goals.

  • Effective succession planning safeguards the continuity of your business. Lazarus collaborates with you to design a succession plan that addresses leadership transitions, ownership transfers, and strategic continuity, ensuring the long-term success of your organization.

  • We assist in structuring exits and successions to maximize tax efficiency, whether through stock sales, asset sales, or alternative arrangements. Our firm helps minimize tax liabilities and optimize after-tax outcomes, particularly for cross-border transactions with U.S. implications.

  • Clear communication with stakeholders and investors is crucial for successful transitions. We help you manage and structure communications to maintain confidence and alignment, providing support with regulatory disclosures and shareholder agreements.

Why Choose Lazarus?

  • Sector-Specific Expertise

    With experience across high-growth sectors like investment management, FinTech, and technology, we understand the unique challenges involved in exiting or transitioning businesses in these fields.

  • Tailored, Results-Driven Strategies

    We provide customized solutions that are aligned with each client’s specific vision and objectives, helping you realize the highest value from your transition.

  • Clear and Proactive Communication

    We prioritize transparency and timely communication, keeping you informed of every step in the process so you can make confident, well-informed decisions.

Representative Transactions

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The transactions listed above include experience our attorney gained at prior firms.

Move Forward with Confidence

At Lazarus, we provide more than just legal advice. We bring industry-specific insights and a results-driven approach to every stage of your transition, ensuring your succession plan is secure, your tax strategies are optimized, and your legacy is protected. We’re committed to being your trusted advisor at every turn.

With Lazarus, you’re ready for what’s next.