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

Paul Halverson

Paul began his career providing independent business valuation services to privately-held companies and their shareholders. He was introduced to his first ESOP-owned company in 1987 and has since developed an expertise providing ownership transition, financial advisory, and business valuation services to business owners and ESOP trustees.

Professional Involvement

Paul is an active member of The ESOP Association and the National Center for Employee Ownership, where he has been a frequent speaker and thought leader for both organizations.

He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 24, 63, and 79 licenses.

Professional Experience

Paul founded Chartwell in 1995 and has grown the firm into a leading national financial advisory firm serving the middle market with a focus on valuation, corporate finance, and strategic consulting.

Over his 30+ years of experience in the ESOP industry, Paul has led Chartwell’s development from a valuation firm into a full service financial advisory firm offering unmatched professional guidance on all financial aspects an organization may encounter during the lifecycle of ESOP ownership. He currently devotes the majority of his client focus advising companies, boards of directors, ESOP trustees, and business owners on long-range ownership and capital planning matters.

Authored Resources

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