Tim Lee Speaking at 2018 ESOP Association Annual Conference

Tim R. Lee, ASA, managing director, will attend and speak at The ESOP Association’s 41st Annual Conference and 27th Annual Awards Ceremony. The conference is May 24-25 in Washington, D.C. Tim will co-present a session on the topic of “Basic ESOP Valuation.”

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.

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 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