Each year, Mercer Capital assists scores of companies and financial institutions with annual ESOP valuations, as well as with ESOP installation advisory, disputes, and fairness opinions.

Mercer Capital understands ESOPs because we are an ESOP-owned firm. We provide annual appraisals for ESOP trustees, as well as fairness opinions and other valuation-related services for ESOP companies and financial institutions.

We bring over 30 years of valuation experience to every ESOP engagement. The stability of our staff and our long-standing relationships with clients assure consistency of the valuation methodology and the quality of analysis for which we are known and for which you deserve.

We are active members of The ESOP Association and the National Center for Employee Ownership (NCEO), and our professionals are frequent speakers on topics related to ESOP valuation. Each of the senior analytical professionals of Mercer Capital has extensive ESOP valuation experience, providing primary senior-level leadership on multiple ESOP engagements every year.

Mercer Capital’s ESOP Valuation Services

  • Annual ESOP plan valuation
  • ESOP appraisal review
  • ESOP feasibility valuation
  • Fairness opinions
  • Complex ESOP transactions
  • ESOP dispute resolution
  • ESOP sale or termination opinions
  • ESOP second-stage transactions

Contact a Mercer Capital professional to discuss a valuation issue in confidence.