Select Engagements IRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation ClientIRC 409A / ASC 718Valuation Client« PrevNext »Ask the expertContact Steve Nelson for more information on Equity CompensationSteve Nelson > > Feature Body: Chartwell provides valuation services to companies with equity-based incentive or compensation plans, including those with complex capital structures. Many of these compensation plans are subject to IRC §409A or ASC 718 requirements. We work with privately held and early-stage/emerging companies that offer employee share purchase plans, stock options, stock appreciation rights (SARs), and restricted shares. Chartwell’s experience and analytical sophistication deliver a work product designed to withstand audit, IRS, and SEC review as well as the scrutiny of acquirers and sellers in M&A transactions. 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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, financial fairness, mergers, acquisitions, divestitures, and general corporate matters. Steve has performed valuations as a court-appointed appraiser and provided expert witness testimony. His financial opinions have consistently withstood scrutiny by the Internal Revenue Service and the Department of Labor. MEMBERSHIPS & DESIGNATIONS Steve is an active member of The ESOP Association, where he currently serves on the Valuation Advisory Committee. He is also a member of the National Center for Employee Ownership. Steve 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 (ASA) 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 Chartwell, 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 Steve has been with Chartwell for nearly 20 years and leads the firm’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, financial fairness, mergers, acquisitions, divestitures, and general corporate matters. Steve has performed valuations as a court-appointed appraiser and provided expert witness testimony. His financial opinions have consistently withstood scrutiny by the Internal Revenue Service and the Department of Labor. MEMBERSHIPS & DESIGNATIONS Steve is an active member of The ESOP Association, where he currently serves on the Valuation Advisory Committee. He is also a member of the National Center for Employee Ownership. Steve 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 (ASA) 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 Chartwell, 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.