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Chartwells Announces West Coast Expansion

In a move to further its West Coast presence, Chartwell Capital Solutions is excited to announce the addition of Pamela Steverango who will lead the firm’s new San Francisco office. Pamela, the former President and owner of Valuation Analysts, Inc., will expand Chartwell’s investment banking, ownership transition consulting and business valuation services to the west coast region, effective January 1, 2010.

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The Keystone

In 1999, Norm Wenck, the founder and CEO of Wenck Associates, Inc. (“Wenck”, or the “Company”) was faced with the dual task of planning for his leadership succession as well as the ownership transition of the Company.

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Press Release: Chartwell Expands to the West Coast!

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Investment Factors for Financial Buyers

Private Equity firms face difficult decisions when deciding to invest in or acquire a private business. When going to market, firms typically position themselves in the most favorable light, and their owners are understandably optimistic about the future of their business.

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Client Spotlight: Biomark

Located in Boise, Idaho, Biomark provides radio frequency identification (“RFID”) or Passive Integrated Transponder (“PIT”) tag products and related services to the fish, wildlife and livestock markets. PIT tags are used in the tagging of fish for identification by biologists and governments mainly in environmental programs and studies.

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Ownership Transition: Plan for the Future to Maximize Your Alternatives

According to the U.S. Census Bureau, there are approximately 1.2 million privately owned businesses in America with 10 or more employees. Fueled by the aging of the baby boom generation, it is estimated 40% to 60% of these businesses will change hands over the next decade.

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Economic and Market Turmoil: What Impact Does That Have on My Business?

Valuation Theory. First, a bit of theory. The value of a business is dependent upon internal company factors, as well as external market factors that are beyond the control of an individual business.

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Ownership Transition Insight: Focus on Family Transfers

As business owners near the exit point for their investment, they are faced with alternatives which may include the sale of the business to third parties, management or their employees, or they may desire to have family members assume an ownership role in the business.

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Exit gracefully & prosperously

Expect the unexpected. A well-planned exit strategy can help owners extract cash from their businesses, addressing a variety of transfer scenarios. These may include voluntary transfers such as retirement, gifts to family members, donations to charities, stock compensation plans for managers, or mergers or acquisitions.

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