ESOP Advisory Services
Mercer Capital understands ESOPs because we are an employee-owned firm. Our ESOP was installed in January 2006.
We provide annual appraisals for ESOP trustees as well as fairness opinions and other valuation-related services for ESOP companies and financial institutions. While Mercer Capital prides itself on a stellar history with its ESOP clients, we have participated in significant ESOP litigation engagements concerning a variety of circumstances for outside ESOP clients.
We bring over 25 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.
Mercer Capital provides the following services for ESOP clients:
We provide annual appraisals for ESOP trustees as well as fairness opinions and other valuation-related services for ESOP companies and financial institutions. While Mercer Capital prides itself on a stellar history with its ESOP clients, we have participated in significant ESOP litigation engagements concerning a variety of circumstances for outside ESOP clients.
We bring over 25 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.
Mercer Capital provides the following services for ESOP clients:
- Annual appraisals for Plan trustees
- Fairness opinions
- Financial advisory services for Plan trustees
- Security design and equity allocation
- Litigation support
