Our consulting expertise allows us to effectively evaluate all ESOP ownership structures
With decades of ESOP financial advisory experience, we can help you navigate the complexities of operating your business and mastering the challenges of your ESOP ownership structure.
Beyond ESOP Sustainability
We believe it is critical to understand your entire financial situation to achieve your goals and optimize your ownership model. That is why we work with our clients to look at the big picture and consider the impact of all debt and equity capital claims on the enterprise, as well as a company’s ability to grow and meet its strategic objectives. The most successful ESOP-owned companies go beyond sustaining the status quo – they seek continued evolution and growth, to ensure both a thriving company and ESOP.
Our complex financial analyses integrate a company’s ownership and compensation programs, including the ESOP, direct and/or synthetic equity ownership, and bonus plans, considering their effects on future value and their influence on overall capital structure. We understand that these programs need to work together in support of the strategic plan. Our ESOP consulting goal is to help companies establish ownership and compensation philosophies and programs that – combined with effective capital allocation strategies – will help them thrive and grow and meet their objectives over the long term.
Uniquely, we have all this expertise under one roof! Why does this matter? Having the relevant financial advisory expertise and resources in-house allows us to consult holistically with a deep understanding of all elements of sustainability, not just one component. This allows us to derive the most creative, thoughtful consulting solutions in the financial advisory market.
The scope of our sustainability study begins with investigation and leads to ideas and implementation through a three-phase approach:
- Phase 1 – Comprehensive Assessment
- Phase 2 – Alternatives Evaluation
- Phase 3 – Implementation
We Know ESOP Repurchase Obligation
Leveraging our deep legacy knowledge of ESOP repurchase obligation software, we have developed the most robust, versatile, and sophisticated ESOP repurchase obligation analysis in the industry.
Our comprehensive, flexible repurchase forecasting tools can handle nearly any unique plan features or strategy. Our consulting team, which includes some of the most nationally recognized experts on repurchase obligation, is well-versed in repurchase planning, allowing us to tackle the most complex ESOP situations.
As part of our broader consulting approach, we take the time to dig into the intricacies of your ESOP’s operations and understand your unique challenges, working closely with management teams to develop reasonable and thoughtful assumptions. Along the way, we strive to deepen our clients’ knowledge and understanding of key ESOP provisions and strategies and the impact certain assumptions and decisions have on near- and long-term outcomes and your company’s objectives.
Ready to Elevate your ESOP Ownership?
Let Chartwell be your trusted partner for all your ESOP consulting needs. Our independent, solutions-based financial advice helps you achieve long-term success. Contact one of our leading professionals today:
- Chris Staloch – Managing Director (Minneapolis, MN)
- Ryan Graham – Managing Director (Minneapolis, MN)
- Matt Keene – Managing Director (Raleigh, NC)
- Tina Langlois – Managing Director (Philadelphia, PA)
- Ashleigh Newlin – Managing Director (Philadelphia, PA)
ESOP Client Experience
Testimonials
Client Spotlight
—Brian Curtin, CEO,
BRPH
“After reviewing the sustainability study, our principals feel much more confident that we’re prepared for our direct and ESOP repurchase obligations. The project was far more comprehensive than repurchase studies we’ve had done in the past.”
—Bill Monaghan, CFO,
LT Corporation
“Chartwell’s board-ready ESOP sustainability study executive summary was outstanding and gave us confidence that our ESOP is sustainable. We’ve worked with other firms before, but their responsiveness, service, and true partnership took this to the next level. We feel prepared for what’s coming.”
—Nick Venturi, CFO,
Morton Buildings
“I was skeptical at first — but the Baseline Analysis was absolutely worth it. Chartwell's fresh perspective pushed us to think critically, and we are now confident we can fund our ESOP and pursue our growth strategy.”
From the Experts
“I really enjoy working with and educating companies of all stages on the ins-and-outs of managing their ESOPs. To know we have helped a company understand all the available options and have recommended a solution that will best help them meet their unique objectives is truly rewarding.”
Tina Langlois, Managing Director
“My career has been devoted to helping ESOP-owned companies sustain their businesses and manage through their unique challenges. It has been an absolute pleasure working with companies across all industries and tailoring custom solutions to help them meet their goals.”
Ryan Graham, Managing Director
“Having first worked with Chartwell as a client, I experienced firsthand the value of thoughtful guidance through complex ESOP decisions. Now, I enjoy being on the other side of the table – helping management teams navigate the ownership considerations I once faced. It’s rewarding to bring that perspective to each engagement.”
Amanda Strickler, Vice President