ESOP Articles
We have compiled a library of articles written by the professionals of Mercer Capital.  This library contains our most recent articles as well as older pieces for your review and information.  If you cannot find the information you seek, please e-mail Barbara Walters Price at priceb@mercercapital.com

How ESOPs Work March 31, 2009


Ask the ESOP Experts: Installing an ESOP March 04, 2009

Fairness Opinions: Q & A From an ESOP Perspective October 02, 2008

Ask the ESOP Experts: The Basics August 01, 2008

ESOP Appraisal for a Cyclical Business September 11, 2007

Valuation: A Vital Element of ESOP Feasibility Assessment March 01, 2007

Reconciling Changes in Value February 19, 2007

ESOP's Fables: Increased Scrutiny for ESOP Fiduciaries February 13, 2007

ESOP Ownership in S Corporations February 13, 2007

The DOL And ESOP Oversight Responsibility February 13, 2007

ESOPs: The Basics and the Benefits February 13, 2007

Valuation Requirements & Fiduciary Responsibilities for Trustees February 13, 2007

The Importance of Fairness Opinions in Transactions Involving ESOPs February 13, 2007

Simple Truths About ESOP Appraisals February 13, 2007

The Use of the Independent Financial Advisor in ESOP Transactions February 13, 2007

The Valuation Process January 04, 2007




Key Contacts

Timothy R. Lee, ASA
901.322.9740
Wendy S. Ingalls, CPA/ABV, CBA, ASA
901.322.9716