Chartwell is pleased to announce its acquisition of Atlantic Management Company, a nationally recognized provider of valuation and transaction advisory services. Atlantic has specialized expertise in ESOPs, M&A, and business succession planning.

events

NCEO Webinar – Understanding Sustainability Metrics That Matter

May 5, 2026

Online

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Chartwell is a proud sponsor of this event!

Ryan Graham and Amanda Strickler will recap the highlights of our workshop at the NCEO Annual Preconference and provide a refresher on key insights for ESOP company leaders, including:

  • Predictive dashboard metrics that can signal strains on sustainability or growth
  • Factors that significantly impact ESOP sustainability: corporate growth strategy, compensation philosophy, ownership philosophy, and managing the repurchase obligation
  • How ESOP companies are building knowledge that carries forward to successive generations of leadership

This webinar is limited to NCEO members and is free to attend.


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