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


The ESOP Association – Employee Owned Conference

November 8, 2023 — November 10, 2023

Las Vegas, Nevada


Chartwell is a proud sponsor of this event!

Join us for this annual conference featuring world class speakers who will challenge you to think in new ways about your business, your ESOP, and the competitive advantages of employee ownership. Chartwell’s leading ESOP experts will present several sessions on important topics, including:

Thursday, November 9

  • Ryan Graham – The “2 Rs” of Recycling and Redeeming: A Deep Dive (11:00am)
  • Tina Langlois – An In-Depth Discussion of the Third “R”: Releveraging (2:00pm)

Friday, November 10

  • Ashleigh Newlin – A Proactive Approach to Valuation & ESOP Repurchase Obligation (12:45pm)
  • Tim Lang – Valuation of Holding Companies & Other Current Issues (2:00pm)

Connect with the Chartwell team at booth #56 in the exhibitor pavilion!

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