Chartwell recently celebrated our annual summer charity day! Our entire team spent time at Feed My Starving Children.

Matt Schubring

Matt leads Chartwell’s valuation practice. He has provided financial advisory services to privately-held companies for over 20 years for a wide variety of purposes. In addition to providing valuation services for corporate planning, financial reporting, gift and estate planning, and tax planning, Matt is an expert on valuation issues related to employee stock ownership plans and ESOP sustainability. He advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues for ESOPs, mergers & acquisitions, divestitures, and general corporate related purposes. His valuation opinions have withstood scrutiny by the Internal Revenue Service and the Department of Labor.

Professional Involvement

Matt is an active member of The ESOP Association, where he currently serves as a member of the Valuation Advisory Committee. He is also a member of the National Center for Employee Ownership. Matt is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. Matt is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. 

Matt frequently speaks to employee and professional groups, boards of directors, and ESOP trustees. He has also been a featured speaker at national conferences held by The ESOP Association and the National Center for Employee Ownership on employee ownership and valuation issues.

Authored Resources

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