Nicholas J. Heinz, ASA, Senior Vice President of Mercer Capital, will panel “Nuts and Bolts of Employee Stock Ownership Plans (“ESOPS”)” with Leah Singleton, Counsel at Alston & Bird, LLP, and moderator Julian A. Fortuna, of Taylor English Duma, for the Atlanta Bar Association’s Tax Law Section Luncheon on October 19, 2015.
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 across the nation.
Augmenting our direct ESOP expertise on behalf Plan Trustees and sponsor companies is Mercer Capital’s considerable breadth of industry and scenario experience garnered from hundreds of non-ESOP engagements every year. Mercer Capital’s practice diversity benefits our ESOP clients by offering real world experience beyond that of most practitioners in the field.
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.