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.

events

The ESOP Association – CFO Summit

June 22, 2025 — June 24, 2025

Park City, Utah

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Chartwell is a proud sponsor of this event!

Dan Kaczmarek will lead roundtable discussions about “Maximizing ESOP Value Through Releveraging” and “Navigating the Economic Landscape: Banking, Rates, and ESOP Strategies” at this inaugural event that will bring together ESOP financial leaders to explore the latest trends, challenges and opportunities shaping the current business landscape.


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