White paper

Is an ESOP Right for My Business?

As the most common structure for broad-based employee ownership, ESOPs are found in publicly-traded and closely-held companies of every size and across every industry. It is no surprise why this retirement plan has gained popularity among business owners, management, and employees. For shareholders, ESOPs are a valuable liquidity mechanism that...

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Podcast

The Evolution of ESOP Sustainability

Tina DiCroce participated in an Ohio Employee Ownership Center Short Take video to talk about the evolution of ESOP sustainability. This 14-minute podcast...

Newsletter

The Keystone: Q2 2020

Amidst the backdrop of a volatile stock market and significant economic uncertainty, transactions in the AE industry are still moving...

Newsletter

Private Placement Market Update: Q2 2020

We hope that you are managing the current crisis both personally and in your business. COVID-19 has had an obvious...

Article

Is My Goodwill Still Good?

Important to an analysis of your company’s goodwill is an understanding of what effect the COVID-19 pandemic and resultant economic...

White paper

Managing an ESOP-Owned Company’s Capital During Economic Instability

Nearly every business has been affected in some fashion by the abrupt economic downturn, associated job losses, and capital markets...

Article

Valuation Issues in ESOP Companies

ESOP companies contemplating the implementation of an equity compensation or executive compensation plan must look carefully at its impact on...

Article

Using Compensation Studies Wisely

ESOP company leaders face all the usual challenges in setting executive compensation as well as a few that are unique....

Newsletter

Private Placement Market Update: Q1 2020

We hope that you are managing the current crisis both personally and in your business. COVID-19 has had an obvious...

Webinar

Considerations in Sustainability Planning

Ryan Graham and Tina DiCroce discuss Chartwell’s holistic approach to sustainability analysis versus the historic view of sustainability, elements of effective sustainability planning,...

White paper

ESOP Distribution Policy: Choices, Consequences & Compromises

The employee stock ownership plan (“ESOP”) distribution policy—the policy which dictates the timing, method, and form in which participants receive...

Webinar

Mastering Repurchase Obligation: Positioning to Sustain Long-Term ESOP Ownership

Paul Halverson explains how to use a capital reserve to mitigate the risk of capital calls: Why establish a capital reserve?...

Webinar

Decoding The Three R’s: Recycle, Redeem, Releverage

Ryan Graham and Ashleigh Newlin define define each of the three repurchase methods and explain how they work. They will discuss how each...

Resources

Is an ESOP Right for My Business?

The Evolution of ESOP Sustainability

The Keystone: Q2 2020

Private Placement Market Update: Q2 2020

Is My Goodwill Still Good?

Managing an ESOP-Owned Company’s Capital During Economic Instability

Valuation Issues in ESOP Companies

Using Compensation Studies Wisely

Private Placement Market Update: Q1 2020

Considerations in Sustainability Planning

ESOP Distribution Policy: Choices, Consequences & Compromises

Mastering Repurchase Obligation: Positioning to Sustain Long-Term ESOP Ownership

Decoding The Three R’s: Recycle, Redeem, Releverage

Want to know more? Let’s talk.