Dennis Locke

Dennis has been active in business valuation for over 30 years. He has served as financial advisor to over 150 ESOP-owned companies across a broad range of industries for numerous purposes including transaction opinions, annual plan administration, corporate planning, and litigation support. Dennis is a well-known presenter to business owners, accountants, attorneys, and bankers on topics such as financial management, business valuation, and estate planning.

Professional Certification

Dennis is a Chartered Financial Analyst (CFA) and is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. He is a member of the CFA Society of Seattle, the Institute of Chartered Financial Analysts, and the American Society of Appraisers. Dennis has testified as an expert witness in business valuation cases and has been published in recognized industry publications.

Professional Experience

Prior to Chartwell, Dennis was founder and Managing Director at Legacy Equity Valuations. Before starting Legacy from 2019 to 2023, he spent 25 years as a Partner at Moss Adams LLP where he led the ESOP valuation practice.