Lazear ESOP | M&A Advisors

You’ve probably heard that 75% of owners profoundly regret selling within one-year post-transition. But why? The reasons for this regret range from loss of identity and purpose, to hiring a bad sell-side advisor and wondering if money may have been left on the table. Most people are surprised to know, however, that above all of these concerns - the most common issues cited is dissatisfaction with how their former employees were treated post sale. Read this month’s Unlock by Lazear to see how ESOPs can help owners side-step this common regret. #employeeownership #esop #successionplanning

Are you in Tampa for The National Center for Employee Ownership (NCEO) Annual Employee Ownership Conference this week? The Lazear team is out and about - let's connect! #employeeownership #esop Jeremy Garrett Andrew Fullenkamp Troy Starr Stephen Hilborn Tyler Kennedy

We're excited to announce that we've opened our 11th office to serve the New York Metro! Market Leader and Managing Director Ashley Sarokhan will represent the firm in the space. Ashley is an experienced banker, relationship manager, and advisor. After starting her career on Wall Street and participating in extensive credit and leadership training, she turned her attention to the needs of middle-market businesses, structuring optimal financing and treasury management solutions. The firm welcomes Ashley and looks forward to serving business owners in the tri-state area. #esop #employeeownership #investmentbanking

Have you caught The #esopinsider podcast yet? Search 'ESOP Insider' on your favorite podcast app or click the link below to listen, rate and subscribe! https://lnkd.in/gdrTVTgQ

Congratulations to the entire Blythe Development Co team of your new era of #employeeownership - we're honored to have advised on your ESOP! This is big news for the #charlotte metro and the #contracting industry!

Thanks again to the great group at AWCI for having Stephen Arnold and I present to its members. Great discussion all around! #construction #ESOP

Have you caught The #esopinsider podcast yet? Search 'ESOP Insider' on your favorite podcast app or click the link below to listen, rate and subscribe! https://lnkd.in/gdrTVTgQ

We invite you to listen, subscribe, rate, and review The ESOP Insider wherever you listen to podcasts! SUBSCRIBE & LISTEN HERE: https://lnkd.in/gdrTVTgQ There's a lot of noise out there when it comes to #esops, and frankly a lot of incorrect or incomplete information. That's why we created The ESOP Insider by Lazear Capital. In this four-part podcast series, we break down everything you need to know about ESOPs through the real-life experiences of successful #esop companies.

Dive into Lazear's 3rd Annual 2024 Banking Report, where you'll learn what commercial lenders are thinking about this year and how the 2024 #commercialbanking landscape is coming into view. Subscribe to Lazear's Unlock newsletter to have insights like this delivered directly to your feed! #investmentbanking #successionplanning #esops

We look forward to meeting up with anyone headed to First Financial Resources FFR Symposium March 24-27 in Laguna Beach. Lazear Managing Director Steven Deis and Director Troy Starr will see you there!