Mercer Capital’s Timothy R. Lee, ASA will attend The ESOP Association’s 2024 Employee Owned Conference on November 13-15, 2024 in Las Vegas, Nevada.
The Employee Owned Conference, attended annually by more than 2,000 employee-owners, thought leaders, and professional advisors, is the largest ESOP conference in the world. This year’s conference program is designed to help attendees adapt to the ever-changing business landscape through insightful speakers, innovative ideas, the latest industry updates, technical content, and a focus on current events.
Tim is a Managing Director at Mercer Capital serving on the firm’s transaction advisory, corporate valuation, and family business service groups. He is a longstanding board member of Mercer Capital and has over 30 years of diverse experience specializing in mergers & acquisitions, ownership succession, ESOPs, trust & estate matters, buy-sell matters, dispute resolution, and corporate planning. In 2011, Tim co-authored A Reviewer’s Handbook To Business Valuation: Practical Guidance To The Use And Abuse Of A Business Appraisal, with L. Paul Hood, Jr., JD, LLM (John Wiley & Sons, Inc.). He has made numerous publishing contributions in the form of book chapters, issue briefs, white papers, and newsletter articles to various organizations including The ESOP Association, NCEO, Business Valuation Resources, The National Beer Wholesalers Association, and the American Society of Appraisers Education Foundation. His most recent efforts include chapter contributions to ASA Educational Foundation publications including Shannon Pratt’s Valuing A Business (2022 6th ed. McGraw Hill,) and Shannon Pratt’s The Lawyer’s Business Valuation Handbook, Third Edition (2024, ABA Book Publishing).
Tim has lectured on valuation and corporate finance topics to various industry trade associations and appraisal organizations. He is a long-term member of the ESOP Association’s Valuation Advisory Committee and has experience with ESOP feasibility assessment and structuring, plan year valuations, plan terminations, and sell-side engagements – providing independent valuation advisory support and fairness opinions.
Tim has significant experience in numerous industries including the construction trades, equipment dealerships, building materials, merchant wholesalers, transportation, hospitality & multi-family real estate, professional service providers, food & beverage, fuel marketing, and others. His clients are primarily middle market and large enterprises with significant operating and financial complexity.
