We are dedicated to providing logical, clear, and defensible ESOP valuations.
Our financial advisory expertise is evidenced by relationships with 500+ annual ESOP valuation clients across the country. For over 30 years, companies in a wide range of industries have trusted Chartwell opinions of fair market value for ESOP and ERISA compliance.
Areas of Valuation Expertise
- Annual valuations
- ESOP transactions
- Trustee advisory
- Employer stock held in 401(k) plans
- Other ERISA benefit plans
ESOP Client Experience
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