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 – Rocky Mountain & Texas/Oklahoma Regional Conference

March 27, 2025 — March 28, 2025

Phoenix, Arizona

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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.


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