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.
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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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Newsletter

The Blueprint: Q1 2021

Although 2020 was a strange year in every respect, the construction industry proved to be extremely resilient as evidenced by...

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Webinar

Understanding ESOP Account Segregation

Learn how segregation works and the available options for implementing segregation, the benefits of segregation, as well as common concerns,...

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Podcast

Selling Your Company: Private Equity, Strategic Buyer, or ESOP?

This 6-minute Ohio Employee Ownership Center Short Take video talks about considerations for selling your business, reviews three common exit...

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Newsletter

Private Placement Market Update: Q4 2020

While 2020 will be a year that most will never forget, capital markets recovered strongly during the second half of...

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Newsletter

Architecture & Engineering Industry Trends: Q4 2020

There are many strategic considerations when exploring the ESOP as an ownership transition plan to drive company performance. Accordingly, there...

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Newsletter

The Blueprint: Q3 2020

Welcome to the inaugural edition of The Blueprint! Over the past 25 years, Chartwell’s broad range of services have afforded...

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Article

Alternative Financing Sources in ESOP Transactions

There are various alternative financing sources for transactions involving ESOP-owned companies. Transactions can be related to initial ESOP transactions, partial-to-full...

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Podcast

Beyond COVID: Keeping Your ESOP on Track

This 90-minute episode of the Ohio Employee Ownership Center Owners at Work podcast discusses the impacts of COVID-19 on repurchase and sustainability,...

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Podcast

Strategic Considerations of a Contributory ESOP

This 20-minute episode of the American Council of Engineering Companies Engineering Influence podcast addresses some of the tools that companies can use when thinking...

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Webinar

Using Compensation Tools for Success & Sustainability

What is the role of compensation in sustaining your leadership team and your company? Through two case studies, learn about...

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Newsletter

Private Placement Market Update: Q3 2020

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

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Podcast

The Evolution of ESOP Sustainability

This 14-minute Ohio Employee Ownership Center Short Take video talks about the evolution of ESOP sustainability, including a basic understanding of...

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