We are dedicated to providing logical, clear, and defensible ESOP valuations.
Our expertise is evidenced by relationships with hundreds of ESOP clients across the country. For over 25 years, clients in a wide range of industries have trusted Chartwell opinions of fair market value for ESOP and ERISA compliance.
Areas of Expertise
- Annual valuations
- ESOP transactions
- Trustee advisory
- Employer stock held in 401(k) plans
- Other ERISA benefit plans
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