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.

Luke Jaeger

Luke is a member of Chartwell’s valuation and transaction opinions team, providing valuation and financial advisory services related to employee stock ownership plans, mergers & acquisitions, financial reporting, and other closely held business needs. He is skilled at cash flow modeling, corporate due diligence, public and M&A market analysis, and evaluating the industry and economic conditions that impact a company’s operations.

Luke is passionate about mentoring the next generation of finance professionals and co-leads Chartwell’s new analyst training and development program. He began his career at Chartwell as a participant in the firm’s internship program.


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