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. Since the firm’s inception, we have provided thousands of valuations for companies across a wide range of industries. Our nationally recognized valuation service provides independent analyses and comprehensive reports tailored to stakeholders’ unique needs.
Our dedication to providing logical, clear, and defensible ESOP valuations is evidenced by relationships with hundreds of ESOP clients across the country.
Chartwell’s financial reporting valuation engagements support an efficient review process for clients and auditors.
Tax, Compliance & Planning
Our comprehensive analyses and reports withstand regulatory scrutiny from a variety of audiences.
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, 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