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.
Lazear Adds Industry Veteran Rich Gioia to Lead Western New York Market
- May 6, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in ownership transitions through ESOP and M&A advisory, is expanding its [...]
Lazear Advises Florida Luxury Marine Dealership, Viage Group, Through ESOP Transition
- May 1, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in ownership transitions, is pleased to announce its role as the [...]
Why Employee-Owned Companies Catch Buyers’ Eyes — and How One Just Sold for $1B
- April 9, 2025
When business owners transition their companies to an Employee Stock Ownership Plan (ESOP), they’re often thinking about legacy, employee impact, [...]
Lazear Transitions TechSource to Employee-Owned Company with ESOP Formation
- April 7, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in middle-market ownership transitions through Employee Stock Ownership Plans (ESOPs) and [...]
Time Is Running Out to Capture the 2024 Pre-Close Contribution Deduction
- March 14, 2025
For business owners considering an Employee Stock Ownership Plan (ESOP), timing is everything—especially when it comes to securing the 2024 pre-close contribution [...]
Lazear Advises Richard Heath & Associates, Inc. on Sale to Resource Innovations
- February 28, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in middle-market ownership transitions through Employee Stock Ownership Plans (ESOPs) and [...]
Lazear Selected to Lead New Jersey Businesses in Transitioning to Employee Ownership
- February 27, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in middle-market ownership transitions through Employee Stock Ownership Plans (ESOPs) and [...]
5 Strategies to Move Your Succession Plan Forward in 2025
- February 4, 2025
5 Strategies to Move Your Succession Plan Forward in 2025[TW1] [TW1]H1 Tag 5 Strategies to Move Your Succession Plan Forward [...]
Lazear Expands ESOP Advisory with Nashville Presence with the Addition of Glenn Shorey
- November 12, 2024
NASHVILLE, TN – Lazear Capital Partners (Lazear), a premier investment banking firm specializing in employee stock ownership plans (ESOPs) and [...]
A Seller’s Guide to Financial Reporting
- November 12, 2024
At Lazear we guide Sellers, and often their CFO or Finance lead, through each stage of an exit transaction. Preparation [...]
Lazear Expands Florida Operations with Expertise with Eric Vogt
- October 15, 2024
TAMPA, FL – Lazear Capital Partners, a leading investment banking firm specializing in employee stock ownership plans (ESOPs) and middle-market [...]
Four Considerations for Construction Companies Exploring or Undertaking an ESOP
- October 15, 2024
An Employee Stock Ownership Plan (ESOP) is a great solution for owners of construction companies looking to diversify their personal [...]
Lazear Captial Celebrates 25 years of Creativity & Innovation
- October 1, 2024
Lazear Capital Partners, a leader in ESOPs (Employee Stock Ownership Plans) and Merger & Acquisition advisory services is celebrating 25 [...]
You Only Sell Your Business Once: Preparing for a Seamless Transition
- October 1, 2024
Selling a business is a significant milestone in any owner’s journey. Yet, many owners underestimate the importance of preparation, often [...]
The ESOP Path for Women-Owned Businesses
- August 28, 2024
Consider this: nearly 40% of U.S. businesses (over 14 million) are women-owned, generating more than $2.5 trillion in annual revenue [...]
Succession Planning and Legal Entity Structures: Ensuring a Smooth Transition
- July 30, 2024
Identifying the right legal / tax entity structure is crucial for any business. Legal entity structuring involves deciding the type [...]
Lazear Capital Expands into NY Metro with Ashley Sarokhan as Market Leader
- June 1, 2024
Originally Published in New York Business Journal Lazear Capital Partners, a leading investment banking firm, is expanding into the New [...]
Succession Planning: What happens to your employees after the succession plan is enacted?
- April 30, 2024
At some point in a Company’s life cycle the topic of succession planning will arise. For some businesses this succession [...]
The Unlock: 3rd Annual Banking Insight Report
- March 28, 2024
Dive into our Third Annual 2024 Banking Report, where you’ll learn what commercial lenders are thinking about this year and [...]
- March 6, 2024
Episode 4: ESOPs in The Big Apple, And a Wrap Up Rudy Caligari (00:00): Lazear really, really were an amazing [...]
- March 6, 2024
Episode 3: ESOPs as a Retention Strategy Paul Grove (00:00): Our assets are our people and our people have legs, [...]
- March 6, 2024
Episode 2: Ownership Transfer, Hourly Employees, Bootstrap Careers Dave Phillips (00:00): … because it is a very complex process, and [...]
- February 28, 2024
Episode 1: ESOP 101 With Ted Lape Host (00:01): From Lazear Capital, this is the ESOP Insider. In this four-part [...]
Navigating Your Construction Company’s Transition: Why an ESOP is a Smart Exit Strategy
- February 23, 2024
As a construction company owner, you’ve weathered some of the toughest economic storms. From market volatility, inflation, and supply chain [...]
The Unlock: Banking on a Good Partner
- February 19, 2024
Prioritizing a bank with a strong reputation in your local or regional business community, or relying on recommendations of other [...]
Lazear Advises Wright Traffic Control in Acquisition by Genix Holdings
- February 5, 2024
A multi-state Lazear team advised Wright Traffic Control (WTC) on its acquisition by Genix Holdings, a Canadian private investment firm specializing [...]
From Crisis to Opportunity: The Role of ESOPs in Addressing the Challenges of the “Silver Tsunami”
- October 23, 2023
Studies show that 51% of the current American business market is owned by Baby Boomers, who are set to transition [...]
Employee Stock Ownership Plans Explained
- October 19, 2023
Podcast Replay: What is an ESOP and How Does It Work?
- April 20, 2023
The Benefits Of An ESOP Exit Planning For Business Owners Ted Lape, a partner with Lazear, explains what an Employee [...]
Podcast Replay: Why are ESOPs so Popular?
- April 2, 2023
The Benefits Of An ESOP Exit Planning For Business Owners Rea CPA Ted Lape, a partner with Lazear Capital, explains [...]
2023 Banking Insight
- April 2, 2023
Today, It’s Harder Than Ever to Predict What’s Next. From inflation, to rising interest rates, to the uncertainty of recession [...]
How to Leverage the Secure Act 1.0 and Section 401(b)(2) for 2022 Income Tax Savings
- March 8, 2023
There is still time to realize income tax savings by setting up an Employee Stock Ownership Plan with the Secure [...]
Succession Planning: 5 Questions to Ask
- December 19, 2022
Over the years, we’ve noticed a correlation between how much time a business owner spends reflecting on personal and financial [...]
Inflation & Uncertain Times: What Does It Mean for the Value of Your Business?
- November 30, 2022
There is no doubt that inflation is top of mind for most businesses. Any argument around whether it is transitory [...]
Ask Us Anything: Are Investment Banking Fees Tax Deductible?
- October 28, 2022
In 2011, the Internal Revenue Service issued Revenue Procedure 2011-29 (Rec. Proc.) which provides a safe harbor election for allocating [...]
Tax Planning: 5 Things That Could Positively Impact Your 2022 Tax Picture
- September 30, 2022
As we approach the fourth quarter of 2022, and with most 2021 tax returns having been filed, many taxpayers and [...]
Why Is the Inflation Reduction Act Good News for ESOPs?
- August 31, 2022
Early this month, the U.S. Government signed into law, the Inflation Reduction Act (the “Act”). Included in the Act are [...]
Get Ahead of the Latest Changes to Interest Deduction in 2022
- July 25, 2022
Changes to tax law that limit interest expense deductions for businesses underscores that now might be a good time to [...]
Why legislators are turning to ESOPs to solve the retirement crisis
- May 25, 2022
Key Benefits from Congressional Action on Retirement Savings According to the Federal Reserve, 40 percent of American families do not [...]
How to Leverage the Secure Act 1.0 and Section 401(b)(2) for 2021 Income Tax Savings
- April 27, 2022
There is still time to realize income tax savings by setting up an Employee Stock Ownership Plan with the Secure [...]
Growing support for employee ownership in U.S. legislation
- March 29, 2022
Employee ownership remains a bipartisan initiative because of the widely acknowledged benefits to job creation, employee retention, and healthy communities. [...]
The Importance of Working on Your Business While Working in Your Business
- February 23, 2022
Closely held businesses are often lean, efficient and focused on delivering value for customers. As part of this well-oiled machine, [...]
End of Year Strategies that Unlock Capital Gains and Tax
- December 16, 2021
Tax time in 2022 may be months away, but New Year’s Eve is rapidly approaching. The fourth quarter is when [...]
Wimsatt Building Materials acquired by SRS Distribution
- October 25, 2021
Lazear Capital Partners (LCP), a leading middle market investment bank and M&A advisory firm, is pleased to announce the successful [...]
Perspective: Is an Employee Stock Ownership Plan Right for You?
- October 19, 2020
Business owners are always thinking about the future of their business, but how often does that thinking include succession planning? [...]
Perspective: ESOP Transactions as a Succession Planning Solution
- October 14, 2020
Originally published on The Columbus Bar Association website There are approximately 77 million Baby Boomers in the United States. [...]
Understanding Qualified Replacement Property (QRP) for a 1042 Election
- April 16, 2020
To defer capital gains taxes under a Section 1042 election, a selling shareholder must reinvest the proceeds from the sale [...]
Why Congress Supports Section 1042 and ESOPs: Economic and Retirement Impact
- April 16, 2020
The U.S. tax code does more than raise revenue—it’s also a tool to shape behavior. From discouraging unhealthy habits through [...]
Maximizing Your ESOP Sale: The Power of a Section 1042 Election
- April 16, 2020
A Section 1042 election under the Internal Revenue Code provides significant tax advantages for shareholders selling their company to an [...]
GreenScapes Landscape Co sells to a ESOP
- January 3, 2020
GreenScapes Landscape Company, Inc. a premier design and build landscape contracting company located in Columbus, Ohio is pleased to announce [...]
