Nicholas J. Heinz, ASA (Nick) leads Mercer Capital’s corporate employee stock ownership plan practice and Andrew K. Gibbs, CFA, CPA/ABV (Andy) leads Mercer Capital’s financial institutions employee stock ownership plan practice.They will be attending the upcoming annual conference of the National Center for Employee Ownership (NCEO). The conference is April 24-26 at the Westin in Seattle, Washington. If you are attending as well, let them know.
The NCEO is a nonprofit membership and research organization that was founded in 1981 to provide most objective and reliable information possible on employee ownership at the most affordable price possible.
Mercer Capital’s ESOP Services
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. ESOP services include:
- 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
