What is a Purchase Price Allocation? This type of valuation is used for financial reporting purposes and typically allocates the purchase price from a transaction across three main asset categories: net working capital, tangible assets, and intangible assets.

Event Category: TEA

Chartwell is a proud sponsor of this event!

Learn about ESOP 101 with Ashleigh Newlin at this event for members of the New England chapter of The ESOP Association who are involved in their organization as a board member or trustee.

Chartwell is a proud sponsor of this event!

Jeff Anderson will present “Valuation Basics” and Tim Lang will present “Top Questions Board Members & Management Should Be Asking About Their ESOP” at this conference and roundtable event for members of the Texas/Oklahoma chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Richard Joseph will present about Administration Committees at this meeting for members of the Rocky Mountain chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Tim Lang will answer “Top Questions the Board & Management Should Be Asking About Their ESOP,” Jeff Anderson will cover “Valuation Basics,” and Marissa Semple will discuss “Diving into Distribution Policy” at this new regional event for members of the Rocky Mountain and Texas/Oklahoma chapters of The ESOP Association. Steve Nelson and Lucas Pelner will also attend.

Chartwell is a proud sponsor of this event!

Learn about “Solicited & Unsolicited Offers” with Wil Becker at this event for members of the Minnesota/Dakotas chapter of The ESOP Association who serve as board members of ESOP-owned companies.

Chartwell is a proud sponsor of this event!

Tim Lang will present “Navigating a New ESOP Transaction: Key Players, Processes, & Negotiation Considerations” at this educational and networking event for members of the Heart of America chapter of The ESOP Association. Ryan Graham, Michael Fischer, and Austin Piech will also attend.

Chartwell is a proud sponsor of this event!

Tina Langlois will present “ESOP 101” and “Plan Design & Funding Decisions Throughout the ESOP Lifecycle” at this event for members of the Pennsylvania/Delaware chapter of The ESOP Association. Michael McFadden will also attend.

Chartwell is a proud sponsor of this event!

Nick Braun will present “Overcoming Challenging Internal Issues” and Adam Hijazi will discuss “M&A Insights for ESOPs: Adapting to Economic & Regulatory Shifts” at this educational and networking for members of the Northwest chapter of The ESOP Association. Olivia Kowalski and Nick Aberle will also attend.


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