Select Engagements Corporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate Planning Valuation Corporate Advisor Corporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation ClientCorporate PlanningValuation Client« PrevNext »Ask the expertContact Steve Nelson for more information on Corporate PlanningSteve Nelson > > Chartwell provides thorough and defensible valuation analyses for a variety of purposes, including management and board planning and in conjunction with buy/sell agreements and S-Corp conversions. Types of securities we value include: Common and preferred equity investments Debt securities Derivatives, such as convertible securities, warrants, and options Synthetic equity, such as stock appreciation rights (SARs) and phantom stock Accuprompt - CP Corporate PlanningValuation Client Company logo: Benchmark Logistics - CP Corporate PlanningValuation Client Company logo: Cafe Imports - CP Corporate PlanningValuation Client Company logo: Cool Air - CP Corporate PlanningValuation Client Company logo: Egan Field Nowak Corporate Planning ValuationCorporate Advisor Company logo: Enova - CP Corporate PlanningValuation Client Company logo: Evolving Solutions - CP Corporate PlanningValuation Client Company logo: Genesis Health Clubs - CP Corporate PlanningValuation Client Company logo: Infrastructure Engineers - CP Corporate PlanningValuation Client Company logo: Maximum Solutions - CP Corporate PlanningValuation Client Company logo: Parasole - CP Corporate PlanningValuation Client Company logo: Phillips & Temro - CP Corporate PlanningValuation Client Company logo: RIE Coatings - CP Corporate PlanningValuation Client Company logo: Scoular - CP Corporate PlanningValuation Client Company logo: Schwing - CP Corporate PlanningValuation Client Company logo: Valley Queen - CP Corporate PlanningValuation Client Company logo: WEG - CP Corporate PlanningValuation Client Company logo: WelshCo - CP Corporate PlanningValuation Client Company logo: WSB - CP Corporate PlanningValuation Client Company logo: Steve Nelson, ASA Steve Nelson, ASA Managing Director Dallas, TX 612-230-3131 steve.nelson@chartwellfa.com V-card PRESENT POSITION Steve leads Chartwell’s Valuation and Transaction Opinions practice. He has provided financial advisory services to privately held companies for over 25 years and is an expert on valuation issues related to Employee Stock Ownership Plans. He also advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues, mergers & acquisitions, divestitures, and general corporate related purposes. Steve has performed valuations as a court-appointed appraiser and provided expert witness testimony. His opinions have consistently withstood scrutiny by the Internal Revenue Service and the Department of Labor. MEMBERSHIPS & DESIGNATIONS Steve is an active member of both The ESOP Association and the National Center for Employee Ownership, as well as a member of the Valuation Advisory Committee of The ESOP Association. He has written articles and made various presentations on valuation and ownership transition for a variety of professional groups and boards of directors. Steve is designated as an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers, and is a past President of the Twin Cities Chapter of the ASA. He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. PRIOR EXPERIENCE & EDUCATION Prior to joining Chartwell in 2002, Steve was part of the valuation services group at Hawthorne Financial Advisors. Steve holds a Bachelor of Arts degree in finance from the University of St. Thomas.
Steve Nelson, ASA Steve Nelson, ASA Managing Director Dallas, TX 612-230-3131 steve.nelson@chartwellfa.com V-card PRESENT POSITION Steve leads Chartwell’s Valuation and Transaction Opinions practice. He has provided financial advisory services to privately held companies for over 25 years and is an expert on valuation issues related to Employee Stock Ownership Plans. He also advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues, mergers & acquisitions, divestitures, and general corporate related purposes. Steve has performed valuations as a court-appointed appraiser and provided expert witness testimony. His opinions have consistently withstood scrutiny by the Internal Revenue Service and the Department of Labor. MEMBERSHIPS & DESIGNATIONS Steve is an active member of both The ESOP Association and the National Center for Employee Ownership, as well as a member of the Valuation Advisory Committee of The ESOP Association. He has written articles and made various presentations on valuation and ownership transition for a variety of professional groups and boards of directors. Steve is designated as an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers, and is a past President of the Twin Cities Chapter of the ASA. He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. PRIOR EXPERIENCE & EDUCATION Prior to joining Chartwell in 2002, Steve was part of the valuation services group at Hawthorne Financial Advisors. Steve holds a Bachelor of Arts degree in finance from the University of St. Thomas.
