Employee Stock Ownership Plans and the Family Business

>>Click here to download the slide deck<<

Additional Resources

• How ESOPs Work

• Why You Should Create an Employee Stock Ownership Plan

• Valuation Discounts and Premiums in ESOP Valuation | Appraisal Review Practice Aid for ESOP Trustees

• Correlation of Value | Appraisal Review Practice Aid for ESOP Trustees

• The Market Approach | Appraisal Review Practice Aid for ESOP Trustees

• Analyzing Financial Projections as Part of the ESOP Fiduciary Process | Appraisal Review Practice Aid for ESOP Trustees

• Mercer Capital's ESOP Advisory Services

Speaker

Timothy R. Lee, ASA

Timothy R. Lee is the firm’s Managing Director of Corporate Valuation services and a senior member of the firm’s Transaction Advisory Group. Tim provides valuation and corporate advisory services for purposes including mergers and acquisitions, ESOPs, profit-sharing plans, trust & estate planning and compliance matters, corporate planning, and reorganizations. He also has extensive experience in working with both sellers and buyers in merger and acquisition advisory engagements. Tim assists clients through all phases of the sales process, from conducting strategic alternatives analysis to determine if selling is indeed the best option, to structuring, negotiating, and closing transactions.