Heavy Equipment Dealers

Mercer Capital provides heavy equipment dealers, rental operators, and related distribution businesses with independent valuation, transaction advisory, litigation support, and related financial services

Mercer Capital provides independent valuation and related financial advisory services to heavy equipment dealerships and related service businesses. Our services are provided for engagements related to transactions, ownership changes, strategic planning, financial reporting, and dispute-related matters across public and private organizations.

Our professionals have experience valuing equipment dealers with an understanding of OEM relationships, inventory and floorplan financing, aftermarket service revenues, and customer concentration. We deliver rigorous analyses that address operating complexity and withstand review by lenders, owners, and other stakeholders.

What We Do

Services Overview

  • Gift, Estate, and Income Tax Compliance

  • Buy-Sell Agreements

  • Employee Stock Ownership Plans

  • M&A Representation Services

  • Fairness and Solvency Opinions

  • ESOP Advisory Services

  • Quality of Earnings Assessments

  • Portfolio Valuation Services

  • Purchase Price Allocation

  • Impairment Testing

  • Equity-Based Compensation Valuation

  • 280G Golden Parachute Valuation

  • Shareholder Disputes, Corporate Restructuring, and Dissolution

  • Family Law and Divorce

  • Tax-Related Controversies

  • Business Damages and Lost Profits

  • Valuation, Labor, and Contract Disputes

  • Consultation, Testimony, & Support

  • Shareholder Surveys & Education

  • Dividend & Redemption Policies

  • Capital Structure & Capital Budgeting

  • Performance Measurement & Benchmarking

Key Contacts