Resources

ENGAGE

Explore the Real-World
Benefits of ESOP
Business Transitions

At Lazear, we seek to engage business owners across the country to share the many benefits
offered by ESOPs. Here you’ll get an insider’s perspective from our team and our clients, with
podcasts, videos, thought leadership, industry news, and more.

FEATURED RESOURCE

Succession Planning: 5 Questions to Ask

Over the years, we've noticed a correlation between how much time a business owner spends reflecting on personal and financial goals and how satisfied they are with the outcomes when…

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Succession Planning: What happens to your employees after the succession plan is enacted?

At some point in a Company’s life cycle the topic of succession planning will arise. For some businesses this succession plan is centered around passing ownership from one generation to…

The Unlock: 3rd Annual Banking Insight Report

Dive into our Third Annual 2024 Banking Report, where you'll learn what commercial lenders are thinking about this year and how the 2024 commercial banking landscape is coming into view.…
Episode 4: ESOPs in The Big Apple, And a Wrap Up Rudy Caligari (
Episode 3: ESOPs as a Retention Strategy Paul Grove (
Episode 2: Ownership Transfer, Hourly Employees, Bootstrap Careers Dave Phillips (
Episode 1: ESOP 101 With Ted Lape Host (

The Unlock: Banking on a Good Partner

Prioritizing a bank with a strong reputation in your local or regional business community, or relying on recommendations of other trusted advisors like your attorney, CPA, or wealth manager can…

Lazear Advises Wright Traffic Control in Acquisition by Genix Holdings

A multi-state Lazear team advised Wright Traffic Control (WTC) on its acquisition by Genix Holdings, a Canadian private investment firm specializing in entrepreneurship, finance, and leadership. Located in Beaver Falls, PA…

From Crisis to Opportunity: The Role of ESOPs in Addressing the Challenges of the “Silver Tsunami”

Studies show that 51% of the current American business market is owned by Baby Boomers, who are set to transition over the next ten years.With over 33 million small businesses…

Employee Stock Ownership Plans Explained

Are you considering an employee stock ownership plan, or ESOP, for your company? Let's take a closer look at how an ESOP works.
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Your ownership transition partners, specializing in ESOPS and Mergers & Acquisitions

Keep in touch

LINKEDIN

YOUTUBE

© 2023 Lazear Capital Partners, Ltd. All rights reserved.

Privacy Policy

LazearLogo-RGB-later-L