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The ESOP Insider: From Lazear Capital

Episode 4: ESOPs in The Big Apple, And a Wrap Up

Season 1, Ep. 4
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In the final episode of Season 1, Rudy Caligari, co-founder of Edge Auto Rentals, New York City's largest independently owned car rental company servicing the entertainment production industry. Listen in as Rudy discusses his journey of implementing an Employee Stock Ownership Plan (ESOP), shares the unique advantages that an ESOP provided Edge, and unpacks the process of setting the plan up with Lazear. We’ll also hear from Lazear founder, Bruce Lazear, on the fit for and power of ESOPs and the insight the firm has gathered from doing hundreds over the years.

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  • Introducing: The ESOP Insider

     02:37
    Welcome to The ESOP Insider, a new podcast series from Lazear Capital.Lazear is a leading investment bank in the Employee Stock Ownership Plans (ESOPs). With a track record of brokering hundreds of ESOPs—we bring an inside look that cuts through the noise. Let’s face it: there is a lot of noise out there! Our aim is to simplify the complex world of ESOPs by giving our listeners the insiders perspective, whether you're just beginning to explore this option or are in the midst of selling your business. This series is designed not only to provide high-level view but also to delve deep into the strategic, financial and personal goals of owners that have pursued an ESOP.Join us as we hear from ESOP industry experts and business owners who have first-hand experience on the ESOP journey.

  • 1. Episode 1: ESOP 101 With Ted Lape

     21:18
    On part 1/4 of The ESOP Insider, we get an introduction to all things ESOP with industry expert Ted Lape, partner at Lazear Capital. Ted gives the insiders view on everything you need to know about ESOPs, why they're so popular and more.To see the full transcription and show notes, visit https://www.lazearcapital.com/episode-1-esop-101/

  • 2. Episode 2: Ownership Transfer, Hourly Employees, Bootstrap Careers

     22:57
    Episode 2 of the ESOP insider we interview ASI Roofing founder to see how their ESOP went to work for them by helping pay the way for employee retention, succession planning and strategic growth tool for challenging economic times.To see the full transcription and show notes, visit https://www.lazearcapital.com/episode-2-ownership-transfer/

  • 3. Episode 3: ESOPs as a Retention Strategy

    26:19
    In episode 3, we look at how ESOPs work in a company whose greatest assets are its employees with AXIA Consulting. Hear from Paul Grove, AXIA co-founder, and Justin Browder, current CEO, about AXIA's journey and the role of ESOPs in their growth strategy as a leading business and technology consulting company. They discuss their intentional growth strategies through a shared ownership mindset and the impact that their ESOP has had on the firms growth and in retaining their best asset: the AXIA team.To see the full transcription and show notes, visit https://www.lazearcapital.com/episode-3-esops-retention-strategy/
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