Chartwell's Chicago office has recently moved! Our Chicago team is now located in the newly developed Bank of America Tower.

Individual Ownership

Our holistic approach helps companies focus on their individual ownership goals.

We believe developing and implementing a systematic ownership transition plan for privately-owned companies seeking to remain independently owned is of the highest importance. Our consulting team is dedicated to analyzing the alignment of ownership plans and compensation strategies for the next generation of employees.

Ownership Philosophy

We provide vast experience guiding companies through the myriad of confusing, and often conflicting, issues associated with ownership transition planning. In even the most complex situations, we design effective plans best suited for your needs. We commence our work by helping you clearly articulate an ownership philosophy statement that serves as the foundation around which effective transition plans are developed. Our analysis considers the unification of employee commitment to ownership goals while exploring the ability of existing strategies to meet those goals over the long run.

Transition Planning

Our approach includes comprehensive analyses at both the company and shareholder level, including:

  • Qualitative
  • Quantitative
  • Pre-tax
  • After-tax

Select Experience

From the Experts


Back to top