We are trusted to provide sophisticated, well-documented valuation analyses.
Chartwell’s financial reporting valuation engagements support an efficient, detailed review process for clients and auditors. Our comprehensive suite of financial reporting services is always in compliance with current accounting and valuation standards.
Areas of Valuation Expertise
- Equity Compensation
ASC 718: Accurate, audit-ready valuations for stock-based compensation, including complex capital structures and early-stage companies - Goodwill & Intangible Asset Impairment
ASC 350: Thorough goodwill and intangible asset impairment testing, ensuring compliance and transparency - Debt & Fair Value Measurements
ASC 820: Independent, defensible fair value analysis for debt instruments and other financial instruments and liabilities - Purchase Price Allocations
ASC 805: Robust, supportable allocations for M&A transactions
Why Choose Chartwell For Your Valuation?
- Nationally Recognized Expertise
Chartwell’s team of credentialed valuation experts deliver tailored solutions that withstand auditor and regulatory scrutiny to clients across a wide range of industries and business needs. Specifically, our appraisal expertise includes Accredited Senior Appraisers (ASA), Accredited in Business Valuation (ABV), and CPAs with decades of financial advisory experience. - Efficient, Audit-Friendly Process
Chartwell’s comprehensive valuation reports are designed to streamline auditor review and facilitate a smooth financial reporting process, saving you time and resources. - Tailored, Relationship-Driven Approach
Chartwell takes the time to understand your business, industry, and unique challenges, building long-term partnerships with every client.
Ready to Elevate your Financial Reporting Valuation?
Let Chartwell be your trusted partner for all your financial reporting valuation needs. Our independent, solutions-based financial advice helps you achieve compliance, transparency, and strategic value. Contact one of our leading valuation professionals today:
- Rachel Flaskey – Managing Director (Minneapolis, MN)
- Dan Uitti – Vice President (Atlanta, GA)
Valuation Client Experience
From the Experts
“I love that every one of our clients brings a different set of challenges to the table. At Chartwell, we are not only passionate about finding optimal financial solutions – we bring our clients along on the journey because we care.”
Rachel Flaskey, Managing Director
