Keys to Securing Strong Financing in Today's Muddy Banking Environment
Banks seem to be more reluctant to lend money than they were just a short time ago. This is a theme echoed among business owners seeking...
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- Jun 8
- 3 min
DornerWorks Transitions to Employee Ownership, Empowering Engineers to Deliver Exceptional Value
[Grand Rapids, MI – June 6, 2023] - DornerWorks, a leading engineering solutions provider, is excited to announce its transition to an...
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- May 23
- 1 min
Josh Goldblatt tapped to Champion Lazear's Southeast ESOP and M&A Advisory Initiatives
Lazear is pleased to announce that Josh Goldblatt has been appointed to oversee the company's advisory services across the Southeast,...
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- May 15
- 1 min
The Established ESOP Forum: Demystifying ESOP Repurchase Obligation
The Established ESOP Forum: Demystifying ESOP Repurchase Obligation Originally Aired May 11, 1:00 pm Eastern featuring panelists Jeff...
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- May 1
- 1 min
Veteran Senior Living Executive, Suzanne Myers, joins Lazear
Lazear has announced that veteran senior living executive Suzanne Myers will be exclusively engaged by the company to lead its senior...
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- Apr 28
- 3 min
Surety & Bonding: Four Considerations for Companies Exploring or Undertaking an ESOP
An Employee Stock Ownership Plan (ESOP) is a great solution for owners of construction companies looking to diversify their personal...
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- Mar 8
- 2 min
How to Leverage the Secure Act 1.0 and Section 401(b)(2) for 2022 Income Tax Savings
There is still time to realize income tax savings by setting up an Employee Stock Ownership Plan with the Secure Act 1.0 and Section...
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- Feb 1
- 1 min
Read the 2023 Banking Insight Report
From inflation, to rising interest rates, to the uncertainty of recession - the past 12 months have made it increasingly difficult for...
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- Dec 19, 2022
- 2 min
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...
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- Nov 30, 2022
- 3 min
Inflation & Uncertain Times: What Does It Mean for the Value of Your Business?
There is no doubt that inflation is top of mind for most businesses. Any argument around whether it is transitory has been settled....
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- Oct 28, 2022
- 2 min
Ask Us Anything: Are Investment Banking Fees Tax Deductible?
In 2011, the Internal Revenue Service issued Revenue Procedure 2011-29 (Rec. Proc.) which provides a safe harbor election for allocating...
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- Sep 30, 2022
- 2 min
Tax Planning: 5 Things That Could Positively Impact Your 2022 Tax Picture
As we approach the fourth quarter of 2022, and with most 2021 tax returns having been filed, many taxpayers and their advisors are...
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- Sep 13, 2022
- 2 min
Client Success: Gioia Capital scores first exit with sale of Home Power Systems
Lazear Capital Partners is pleased to announce the sale of Gioia Capital’s portfolio company, Home Power / Commercial Power System to...
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- Aug 31, 2022
- 1 min
Why Is the Inflation Reduction Act Good News for ESOPs?
Early this month, the U.S. Government signed into law, the Inflation Reduction Act (the “Act”). Included in the Act are multiple pieces...
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- Jul 25, 2022
- 2 min
Get Ahead of the Latest Changes to Interest Deduction in 2022
Changes to tax law that limit interest expense deductions for businesses underscores that now might be a good time to start thinking...
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- May 26, 2022
- 3 min
Why legislators are turning to ESOPs to solve the retirement crisis
Key Benefits from Congressional Action on Retirement Savings According to the Federal Reserve, 40 percent of American families do not...
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- Apr 27, 2022
- 2 min
How to Leverage the Secure Act 1.0 and Section 401(b)(2) for 2021 Income Tax Savings
There is still time to realize income tax savings by setting up an Employee Stock Ownership Plan with the Secure Act 1.0 and Section...
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- Mar 29, 2022
- 2 min
Growing support for employee ownership in U.S. legislation
Employee ownership remains a bipartisan initiative because of the widely acknowledged benefits to job creation, employee retention, and...
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- Feb 23, 2022
- 2 min
Working on your business while working in your business
Closely held businesses are often lean, efficient and focused on delivering value for customers. As part of this well-oiled machine, many...
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- Dec 16, 2021
- 2 min
End of Year Strategies that Unlock Capital Gains and Tax
Tax time in 2022 may be months away, but New Year's Eve is rapidly approaching. The fourth quarter is when you should consider some...
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