Lex Byers, Jr. has spent decades navigating the complex landscape of federal tax, retirement, and business regulations. With a background as a former government analyst and senior congressional staff member, Lex brings invaluable insight into Washington D.C.’s legislative and regulatory environment. His extensive knowledge allows CannESOT to remain ahead of pending regulatory changes that could impact clients' tax strategies. A member of the National Association of Certified Valuators and Analysts and the American Society of Pension Professionals and Actuaries, Lex is deeply involved in shaping and understanding the best practices for tax mitigation and employee benefits.

At CannESOT, Lex uses his broad expertise to structure transactions that optimize tax savings while ensuring compliance with federal regulations. He has substantial experience in corporate formations, acquisitions, mergers, and ERISA-related matters, making him a key player in the successful implementation of over 300 ESOT and ESOP transactions. Lex’s focus is always on delivering results that enhance business value and protect the financial future of each client.