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

Resources

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...

Read more
Filter by
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...

Read More
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,...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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....

Read More

Want to know more? Let’s talk.

Contact us

Back to top