Select Engagements Strategic AlternativesClientStrategic AlternativesClientStrategic AlternativesClientStrategic AlternativesClient« PrevNext »Ask the expertContact Tim Cleary for more information on Ownership AdvisoryTim Cleary > > Feature Body: We begin every engagement by understanding your objectives and unique business circumstances. Chartwell prepares a detailed comparison of the quantitative and qualitative considerations of each ownership alternative. As independent advisors, we are unbiased as to the ultimate outcome; our objective is simply to help our client make a fully informed decision. Chartwell provides in-depth financial analysis fully integrating your company’s strategic plan, shareholder liquidity goals, future claims on corporate cash flows, future value trajectory, and shareholder liquidity funding. Chartwell advises boards of directors, shareholders, and management on the benefits and considerations of various alternative liquidity events, which may include: Sale to a financial sponsor (private equity) Sale to a strategic buyer Management buyout Sale to an employee stock ownership plan (ESOP) Dividend recapitalization Status quo (no transaction) Entertainment Partners Strategic AlternativesClient Company logo: Marx Okubo Strategic AlternativesClient Company logo: North Highland Strategic AlternativesClient Company logo: Point B Strategic AlternativesClient Company logo: Service Category: Advisory Tim Cleary Tim Cleary Managing Director Minneapolis, MN 612-351-5926 email@example.com V-card Tim leads Chartwell’s ownership advisory practice, helping privately-held and mature ESOP-owned companies understand, evaluate, design, and implement strategic alternatives for the next stage of the business’ life cycle. He also helps mature ESOP-owned companies establish financial disciplines to assure long-term sustainability. Tim’s legal, tax, and administrative experience allows him to design creative yet practical solutions that optimize benefits for clients. He has been helping privately-held business owners and management since 1987. MEMBERSHIPS & DESIGNATIONS Tim is an active member of The ESOP Association and the National Center for Employee Ownership. He is also a member of the American Council of Engineering Companies (ACEC), where he currently serves on the Affiliate Advisory Committee. Tim is a nationally known speaker and writer on ESOPs. PRIOR EXPERIENCE & EDUCATION Tim started his consulting career as a corporate tax and ESOP attorney. He then led Ernst & Young’s National ESOP Consulting Practice, where he was instrumental in shaping innovative S Corporation ESOP structures. Most recently, Tim led Principal Financial Group’s ESOP Consulting Practice, one of the largest ESOP administration and consulting practices in the country. Tim holds a Juris Doctor degree from William Mitchell College of Law in St. Paul, Minnesota. He also holds a Bachelor of Science degree in government from St. John’s University.