Estate & Gift

Select Engagements
  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate Tax
    $250 million

  • Estate tax and settlement
    $50 million

  • Ownership Transition
    $60 million

  • GRAT
    $145 million

Ask the expert
Contact Steve Nelson for more information on Estate & Gift
Feature Body: 

An independent valuation is essential to successful estate and gift planning and is often required to ensure business interests are transitioned between family members at an appropriate price.  Chartwell works with family businesses, estates, and private companies of all sizes in support of family sales, family gifts, transfers to trusts, charitable contributions, and estate tax filings.  Our understanding of the typically sensitive nature of these engagements, combined with our broad experience in private company valuation, make Chartwell an ideal advisor for your estate and gift planning needs.

Fisher - E&G

Estate & Gift

Valuation Client

Warner - E&G

Estate & Gift

Valuation Client

Contractor

Estate tax and settlement
$50 million

Retail

Ownership Transition
$60 million

Service Category: 

Steve Nelson, ASA

Steve Nelson, ASA
Managing Director

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.