Select Engagements ESOPValuation ClientESOPValuation ClientESOPValuation ClientESOPValuation ClientESOPValuation ClientNewly formed ESOPacquired 100% interestFinancial OpinionESOPValuation ClientSkogen's Festival FoodsESOPValuation ClientESOPValuation ClientESOPValuation ClientESOPValuation ClientESOPValuation ClientESOPValuation ClientAnnual ESOP Valuation Trustee Advisor « PrevNext »Ask the expertContact Matt Schubring for more information on ESOP & ERISAMatt Schubring > >Featured VideoESOP Engagements - Herb Lindberg from Assurance Manufacturing discusses his company's 20-year relationship with Chartwell. Since 1986, hundreds of clients have trusted our opinions of fair market value for ESOP and ERISA compliance. Chartwell is a nationally recognized market leader with significant experience providing employee stock ownership plan (ESOP) valuations to trustees and fiduciaries. Chartwell currently provides annual ESOP valuations for over 240 ESOP companies in diverse industries, across the U.S. Our clients are some of the most successful and well recognized ESOP companies from across the country. Our team is actively involved in professional ESOP organizations, ensuring that we are on the forefront of valuation news and trends. INSIGHTSThe Importance of Communicating Value to Employees Every year, ESOP participants receive statements and learn the value of their account, but do they understand how they can influence this value? Learn how communicating value is an important step in the process of developing ESOP participants into employee owners. Read more about the importance of communicating value to employees. Architectural Nexus - ESOP ESOPValuation Client Company logo: Coborn's - ESOP ESOPValuation Client Company logo: HPM - ESOP ESOPValuation Client Company logo: Jerry's Home Improvement ESOPValuation Client Company logo: King Arthur - ESOP ESOPValuation Client Company logo: Nina Hale Newly formed ESOPacquired 100% interestFinancial Opinion Company logo: PPI - ESOP ESOPValuation Client Company logo: Skogen's Festival Foods - ESOP ESOPValuation Client Title text: Skogen's Festival FoodsCompany logo: Trinidad - ESOP ESOPValuation Client Company logo: Quality Staffing - ESOP ESOPValuation Client Company logo: Quickway - ESOP ESOPValuation Client Company logo: VGM - ESOP ESOPValuation Client Company logo: Walman - ESOP ESOPValuation Client Company logo: Wenck Annual ESOP ValuationTrustee Advisor Company logo: Matt Schubring, ASA Matt Schubring, ASA Managing Director Minneapolis, MN 612-230-3122 matt.schubring@chartwellfa.com V-card PRESENT POSITION Matt leads Chartwell’s ESOP and ERISA valuation practice. He has provided financial advisory services to privately held companies for over 20 years and is an expert on valuation issues related to Employee Stock Ownership Plans and ESOP sustainability. He advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues for ESOPs, mergers & acquisitions, divestitures, and general corporate related purposes. His valuation opinions have withstood scrutiny by the Internal Revenue Service and the Department of Labor. MEMBERSHIPS AND DESIGNATIONS Matt is an active member of The ESOP Association, where he serves as a member of the Valuation Advisory Committee. He is also a member of the National Center for Employee Ownership and American Society of Appraisers (ASA), and is designated as an Accredited Senior Appraiser in Business Valuation by the ASA. Matt is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. Matt frequently speaks to employee and professional groups, boards of directors, and ESOP Trustees. He has also been a featured speaker for The ESOP Association and the National Center for Employee Ownership on employee ownership and valuation issues. EDUCATION Matt holds a Bachelor of Arts degree, with honors, in finance from the University of St. Thomas. Youtube Video Link: https://www.youtube.com/watch?v=YgJn_HHxBL0Youtube Title: Featured VideoYoutube Video Text: <h2>ESOP Engagements - Herb Lindberg from Assurance Manufacturing discusses his company's 20-year relationship with Chartwell.</h2>
Matt Schubring, ASA Matt Schubring, ASA Managing Director Minneapolis, MN 612-230-3122 matt.schubring@chartwellfa.com V-card PRESENT POSITION Matt leads Chartwell’s ESOP and ERISA valuation practice. He has provided financial advisory services to privately held companies for over 20 years and is an expert on valuation issues related to Employee Stock Ownership Plans and ESOP sustainability. He advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues for ESOPs, mergers & acquisitions, divestitures, and general corporate related purposes. His valuation opinions have withstood scrutiny by the Internal Revenue Service and the Department of Labor. MEMBERSHIPS AND DESIGNATIONS Matt is an active member of The ESOP Association, where he serves as a member of the Valuation Advisory Committee. He is also a member of the National Center for Employee Ownership and American Society of Appraisers (ASA), and is designated as an Accredited Senior Appraiser in Business Valuation by the ASA. Matt is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. Matt frequently speaks to employee and professional groups, boards of directors, and ESOP Trustees. He has also been a featured speaker for The ESOP Association and the National Center for Employee Ownership on employee ownership and valuation issues. EDUCATION Matt holds a Bachelor of Arts degree, with honors, in finance from the University of St. Thomas.
