We are pleased to announce that Legacy Equity Valuations has joined Chartwell, adding a Seattle presence to the firm.


NCEO – Is an ESOP Right for You?

October 24, 2023 — October 25, 2023

New Orleans, Louisiana


Chartwell is a proud sponsor of this event!

Matt Dennison will present “ESOP Transaction Structures” at this seminar for business owners interested in implementing an ESOP. Topics to be covered include valuation, financing, legal issues, plan design, issues for selling shareholders, and communication of ownership culture.

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