We develop plans to actualize your business and people strategies.
Chartwell partners with clients to develop a clearly articulated compensation philosophy that aligns with their ownership philosophy. We recognize that annual incentives and long-term incentive plans (LTIPs) must bridge the two philosophies and drive your overall strategic plan.
The foundation of our compensation consulting involves a sophisticated approach to market benchmarking to ensure base pay, annual bonus, and LTIPs are appropriate given your corporate goals. We have the ability to:
- Utilize pay data relevant to privately-held companies
- Assess base pay, bonus, and LTIP values and the mix of these pay components
We specialize in developing bonus designs that:
- Promote line of sight between efforts and outcomes
- Support attainment of annual operating plan
- Reinforce company culture
In situations where long-term incentive plans are appropriate tools to attract, retain, and motivate key leaders, these plans are developed to best support your ownership philosophy and strategic plan. We have significant experience with:
- Tailoring LTIP designs that reflect stakeholder priorities
- Developing iterative financial analyses to ensure LTIP supports business and people strategies
- Consulting on key LTIP issues (eligibility, vesting, distributions, IRC §409A, etc.)
CFO & DIRECTOR,
EMERY SAPP & SONS, INC.
“As a maturing 100% ESOP company, we first used Chartwell to review our executive compensation plans to help get our plans realigned with our company goals. We were so impressed with their work that we asked them to also assess our ESOP sustainability. We always thought of ourselves as a forward- thinking organization, but Chartwell’s study opened up our eyes to different alternatives. We followed that up with a capital structure modeling review.
Chartwell most impressed me with (1) their knowledge of the subject matter and of the ESOP industry, (2) the facts they brought to the study to help form and back up their suggestions, and (3) their ability to listen to our needs and help fashion their recommendations to fit them best. The Chartwell team are now our 'go to' consultants.”
From the Experts
“My highest satisfaction comes when clients say that our work structuring their executive compensation program helped them achieve their goals. The “how” (pay levels, incentive structures) is pretty easy. The “why” is the challenge and the reward.”
Matt Keene, Managing Director
“I enjoy working with companies to articulate their unique compensation philosophies and using my background in financial analysis and optimization to help companies get the most out of their executive incentive programs.”
Ashleigh Newlin, Director
“Over 15 years of advising companies on executive compensation, I can attest that every business has unique challenges and goals. I enjoy working with clients to design customized compensation programs that meet the needs of both the company and their senior talent."
Katie Lind, Vice President