Our detailed reports withstand regulatory scrutiny from a variety of audiences.
Chartwell understands the important role that a properly performed business valuation plays in the context of tax treatment, governance compliance, and business planning. Our financial analytical sophistication supports the corporate planning process for management teams and boards of directors, as well as successful estate and gift transitions for business owners. We have significant valuation experience with complex modeling to accommodate audit review and guidance.
Areas of Valuation Expertise
- Buy/Sell agreements
- Shareholder buyouts
- Dispute resolution
- Joint ventures
- IRC §409A compliance
- Stock purchase plans
- Estate planning and gifting
Alternative Investments & Assets Appraisal
- Complex securities
- Portfolio valuation
- Synthetic equity
- Option plans
- Convertible debt
Valuation Client Experience
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
“At Chartwell, we don’t believe in a cookie cutter approach to valuation. We always take the time to truly understand our clients and what makes each one unique while building a relationship that will last for the long run. We will become your trusted partner. ”
Matt Schubring, Managing Director