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

ESOP Ownership

Our expertise allows us to effectively evaluate the most complex ESOP ownership structures

With decades of ESOP consulting experience, we can help you navigate the complexities of operating your business and mastering the challenges of your ESOP ownership structure.


Our analyses provide a comprehensive assessment of companies’ ability to retain adequate growth capital while meeting ESOP repurchase obligations through expertise in:

  • Developing optimal ESOP funding strategies
  • Modifying plan operating features to achieve strategic objectives
  • Managing active vs. inactive participants
  • Considering “Have vs. Have-not” implications and strategies
  • Analyzing and determining optimal participant benefit levels
  • Operating within the bounds of regulatory compliance limits

Repurchase Obligation

Leveraging our deep legacy knowledge of ESOP repurchase obligation software, we have developed the most robust, versatile, and sophisticated ESOP repurchase obligation analysis in the industry. Our flexible analysis, coupled with deep team expertise, allows us to tackle the most complex ESOP situations.

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