Ashleigh Newlin will present “Strategies for Long-Term ESOP Sustainability: Distributions, Segregation, and Diversification” and Cory Melnick will discuss “Employee Value from Performance to Paycheck to Payout – ESOP Wealth!” at this annual conference for members of the Vermont Employee Ownership Center.
Connect with Rachel Flaskey at the Medtech MVP Venture & Partnering Conference where medtech leaders, investors, and executives come together to tackle business commercialization, investment, and growth.
Join Rachel Flaskey at the MBAC+ Immerse event for senior finance professionals and CPAs working in business and finance.
Tina Langlois will present “Connecting the Dots: Distribution Policy and Repurchase Strategy in ESOPs” and Amanda Strickler will answer “Taking the Helm: What Every New ESOP Leader Needs to Know” at this annual conference focused on employee ownership.
So, your transaction has closed, and your ESOP is up and running. What will it take to assure that the program is operated correctly, effectively, and efficiently? Nick Braun will participate in this management education course for leadership teams at companies that have just implemented a new ESOP or those who have just recently joined a company that has an existing ESOP.
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Rachel Flaskey will present “ASC 805 in Action: A Case Study Exploration of Purchase Price Allocation” at this event for business valuation professionals. Dan Uitti will also attend.
Matt Dennison will attend this networking event for leading deal professionals in the M&A community.
Matt Clark will play in this annual golf tournament supporting All For Kids, a leader in child abuse prevention and treatment for 120 years. Run by a committee of senior executives, partners, and directors of Los Angeles’ business community, the tournament has raised more than $10 million since its inception.
Chartwell is excited to partner with our client Taylor Guitars to donate a GS Mini guitar to the event’s coveted silent auction.
Network with Ryan Rassin at this event for M&A professionals looking to connect with potential deal partners in the private debt space.
Joe Skorczewski will present “Ownership Transition: What Path is Right for your Journey?” at this annual conference for larger AE firms hosted by the Design Professionals Risk Control Group.