Meet Our Team of Advisors

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 4ESOT 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 4ESOT, 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.

Mark Boehm brings 30 years of experience in retirement and estate planning, income tax mitigation, and asset protection. A graduate of Cornell University and an MBA holder from Southern Methodist University, Mark has built his career on helping owners preserve control while implementing sophisticated tax and ownership structures.

He is a widely recognized expert and has been quoted in publications including U.S. News and World Report, The Boston Globe, and the Dallas Business Journal. At 4ESOT, Mark guides clients in implementing no-dilution ownership strategies using internal funding and defensible plan design.

His dedication to execution and long-term client outcomes has made him a trusted advisor to business owners seeking practical, compliant, and durable ESOT solutions.

Mark Robert Johnson Jr. serves as a strategic consultant at 4ESOT, leveraging his foundational expertise in life, property & casualty insurance and financial services to support clients in navigating complex benefit structures, risk management, and business growth strategies. With a keen eye for entrepreneurial opportunities, he assists in designing tailored solutions that align with clients' operational and fiscal goals, particularly in emerging and regulated industries.

Mark's career began with obtaining his state license as a Life Producer in Michigan in 2014, where he gained in-depth knowledge of life insurance products, underwriting principles, and client-centric financial planning through rigorous training and certification processes. This early immersion provided him with a solid understanding of how insurance integrates into broader employee benefits, executive compensation, and asset protection frameworks. These insights he now applies to help clients optimize their programs for tax efficiency and long-term stability.

Transitioning into entrepreneurship, Mark founded and operated several successful businesses over the subsequent years, honing his skills in a highly dynamic and regulated sector. This hands-on experience equipped him with practical expertise in business formation, regulatory compliance, capital management, and risk mitigation amid evolving legal landscapes. Mark's entrepreneurial journey underscores his ability to identify growth opportunities, manage operational risks, and drive sustainable value, qualities that directly enhance 4ESOT's focus on business succession, captive insurance solutions, and tax-optimized retirement planning.

As a member of the 4ESOT team, Mark collaborates closely with clients' advisors to deliver creative, fact-based counsel that minimizes liabilities while maximizing enterprise potential. His background in both traditional financial services and innovative business ventures positions him as a forward-thinking partner for organizations seeking to thrive in competitive markets.