Chartwell is pleased to announce the promotions of several Chartwell team members across the country. Congratulations on a job well done!

Webinar

Common Mature ESOP Issues & Strategies

Understand common concerns expressed by trustees, boards of directors, and management of maturing and mature ESOP-owned companies. Learn about strategies available within the confines of ESOP plan features and repurchase strategy to get ahead of these concerns, as well as trade-offs to consider prior to amending plan provisions or implementing a new repurchase strategy.

Webinar air date: 4/20/22

Tina Langlois

Tina Langlois

“I really enjoy working with and educating companies of all stages on the ins-and-outs of managing their ESOPs. To know we have helped a company understand all the available options and have recommended a solution that will best help them meet their unique objectives is truly rewarding.”

Meet Tina

Michael Fischer

Michael Fischer

“Assisting employee-owned companies in overcoming complex challenges tied to their ownership program is greatly fulfilling. With its breadth and depth of expertise, Chartwell delivers customized solutions and cultivates a growth-oriented professional environment.”

Meet Michael


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