Chartwell is excited to welcome Michael Coppa to the firm as a Managing Director, focusing on business development and transaction execution activities in the Southeast region of the U.S.


Projecting ESOP Repurchase Obligation


Projecting ESOP Repurchase Obligation

Tina DiCroce and Ashleigh Newlin discuss the definition of ESOP repurchase obligation (RO), why and how to plan for RO, steps involved in forecasting RO, and taking your RO forecast to the next level.

Webinar air date: 2/12/19

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