Our detailed reports withstand regulatory scrutiny from a variety of audiences.
We understand the important role that a properly performed business valuation plays in corporate planning for management teams and boards of directors. We also recognize that an independent valuation is essential to successful estate and gift planning.
Areas of Expertise
- Buy/Sell agreements
- Shareholder buyouts
- Dispute resolution
- Joint ventures
- IRC §409A compliance
- Stock purchase plans
- Estate planning and gifting
From the Experts
“I love that each and 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, Director
“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