We are trusted to provide sophisticated,
well-documented valuation analyses.
Chartwell’s financial reporting valuation engagements support an efficient review process for clients and auditors. Our comprehensive suite of financial reporting services is always in compliance with current accounting and valuation standards.
Areas of Expertise
- Equity Compensation
- ASC 718: Accurate, audit-ready valuations for stock-based compensation, including complex capital structures and early-stage companies
- Goodwill & Intangible Asset Impairment
- ASC 350: Thorough goodwill and intangible asset impairment testing, ensuring compliance and transparency
- Debt & Fair Value Measurements
- ASC 820: Independent, defensible fair value analysis for debt instruments and other financial instruments and liabilities
- Purchase Price Allocations
- ASC 805: Robust, supportable allocations for M&A transactions
Why Choose Chartwell?
- Nationally Recognized Expertise: Chartwell has been a national leader for over 30 years in providing sophisticated, well-documented valuation analyses. Our team of credentialed experts delivers tailored solutions that withstand auditor and regulatory scrutiny, supporting clients across a wide range of industries and needs. Specifically, our team includes Accredited Senior Appraisers (ASA), Accredited in Business Valuation (ABV), and CPAs with decades of experience.
- Efficient, Audit-Friendly Process: Chartwell’s comprehensive reports are designed to streamline auditor review and facilitate a smooth financial reporting process, saving you time and resources.
- Tailored, Relationship-Driven Approach: Chartwell takes the time to understand your business, industry, and unique challenges, building long-term partnerships with every client.
Ready to Elevate your Financial Reporting?
Let Chartwell be your trusted partner for all your financial reporting valuation needs. Our independent, solutions-based advice helps you achieve compliance, transparency, and strategic value. Contact one of our leading professionals today:
- Rachel Flaskey – Managing Director (Minneapolis, MN)
- Dan Uitti – Vice President (Atlanta, GA)
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From the Experts
“I love that every one of our clients brings a different set of challenges to the table. At Chartwell, we are not only passionate about finding optimal financial solutions – we bring our clients along on the journey because we care.”
Rachel Flaskey, Managing Director
