Tim Lee Attending 2019 ESOP Association National Conference

Timothy R. Lee, ASA, managing director, will be attending the 42nd Annual ESOP Conference & AACE Awards Ceremony sponsored by the ESOP Association. The conference is May 22-24 in Washington DC. Tim is attending as a member of the Valuation Advisory Committee. If you are attending as well, let him know.

The ESOP Association, founded in 1978, the largest employer sponsored advocacy and education association focused on retirement savings in America, is a national non-profit membership organization. The Association’s focus is on preserving and promoting employee stock ownership through the ESOP structure. Enhancing laws before Congress and regulatory agencies that govern ESOPs and providing its members with expert educational ESOP programming and information are its main concentrations.

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 35 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.

Services on behalf of ESOP trustees and plan sponsors include:

  • ESOP feasibility assistance and preliminary valuation
  • ESOP appraisal review
  • Fairness opinions for ESOP installations, plan terminations and other material financial events
  • Complex ESOP transactions and financing structures
  • ESOP related litigation and dispute resolution
  • ESOP sponsor company M&A
  • Annual ESOP plan valuations
  • ESOP second-stage transactions