Sandra Smith
Sandra brings a deep passion for employee ownership to her work, developed over the course of a career dedicated to helping businesses thrive through thoughtful planning, strategic guidance, and meaningful ownership transitions. As a leader of the firm’s valuation and transaction opinions team, she provides financial analysis and valuations that assess corporate risk, industry trends, budgets, and cash flows. She supports companies through ESOP transactions and related accounting, working with management to evaluate post-transaction impacts and provide ongoing consulting for existing ESOPs.
Professional Involvement & Certification
Sandra is an active member of The ESOP Association and the National Center for Employee Ownership (NCEO). She has been a featured speaker at national conferences held by these organizations on synthetic equity/deferred compensation and valuation issues. Sandra also frequently speaks to employee and professional groups, boards of directors, and ESOP trustees.
Sandra is a Certified Public Accountant (CPA) licensed in the state of New Hampshire. She is a Chartered Global Management Accountant (CGMA) as granted by the AICPA. She is also a Certified Valuation Analyst (CVA) as granted by the National Association of Certified Valuators and Analysts (NACVA).
Professional Experience
Prior to Chartwell, Sandra was a Managing Director at Atlantic Management Company. She also spent 15 years in public accounting, where she worked with clients on matters including financial reporting, understanding and implementing changes in accounting guidance, assessing and strengthening internal controls, and succession planning.