We pride ourselves as financial and valuation experts who create long-term relationships.
Valuation is the core of Chartwell’s business; virtually all of our services include valuation as part of the engagement. Our nationally recognized valuation practice provides independent analyses and comprehensive reports tailored to stakeholders’ unique needs across a wide range of industries. Since the firm’s inception, we have provided thousands of valuations for privately held companies.
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Case Study
Fostering an annual relationship with Assurance Manufacturing
Herb Lindberg from Assurance Manufacturing discusses the company's 25+ year relationship with Chartwell. We have been performing annual ESOP valuations since Chartwell's inception in 1995 and work with over 265 ESOP-owned companies annually.
From the Experts
“At Chartwell, we don’t believe in a cookie cutter approach to valuation. We always take the time to truly understand our clients and what makes each one unique while building a relationship that will last for the long run. We will become your trusted partner. ”
Matt Schubring, Managing Director
“I joined Chartwell thinking that valuing companies would be an interesting way to start my career. Little did I know that this many years later I would have had the opportunity to work with such a variety of employee-owned businesses, with collective learnings from each client’s experience complementing Chartwell’s in-depth analytics.”
Nick Braun, Managing Director
“In my 25+ year career, I’ve worked with a variety of financial advisors and reviewed countless valuation and transaction reports. I can honestly say our combination of expertise and focus on delivering exceptional client results is unmatched in the industry.”
Richard Joseph, Managing Director