What is a Purchase Price Allocation? This type of valuation is used for financial reporting purposes and typically allocates the purchase price from a transaction across three main asset categories: net working capital, tangible assets, and intangible assets.
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Lucas Pelner

Lucas is a member of Chartwell’s consulting practice and is experienced in advising companies on a wide range of topics including strategic alternatives, employee stock ownership plans, ESOP transactions, executive compensation, and strategies for long-term sustainability. He works with business owners, management teams, and boards of directors at ESOP companies to provide a holistic perspective of a company’s financial position and future capital claims. 

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