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...

Filter by

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

Understand Chartwell’s holistic approach to sustainability analysis versus the historic view of sustainability, elements of effective sustainability planning, what you...

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 to Sustain ESOP Ownership

How can you use a capital reserve to mitigate the risk of capital calls? Why establish a capital reserve? Who...

Webinar

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

Learn about each of the three repurchase methods and how they work. How does each strategy impact employee benefits, shareholder...

Webinar

Optimizing ESOP Distribution Policy

What options are available when designing an ESOP distribution policy? What are the consequences of different distribution practices? How can...

White paper

Using the Three R’s to Optimize Your ESOP

For a moment, imagine this: your company is contemplating a major capital expenditure which will have material impact on cash...

Webinar

Projecting ESOP Repurchase Obligation

What is the true definition of ESOP repurchase obligation? Why and how to plan for RO, steps involved in forecasting...

Resources

Is an ESOP Right for My Business?

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 to Sustain ESOP Ownership

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

Optimizing ESOP Distribution Policy

Using the Three R’s to Optimize Your ESOP

Projecting ESOP Repurchase Obligation

Want to know more? Let’s talk.