News

June 2016
Vice President Rachel Flaskey has been selected by the National Association of Certified Valuators and Analysts (NACVA) as a 2016 40 Under Forty honoree in recognition of her contributions to the business valuation profession and her community! Rachel is an authority within the business valuation industry and will continue to be a valuable member of Chartwell’s team and an asset to our clients for many years to come.
June 2016
As part of Chartwell's ongoing educational outreach program, we recently hosted a group of students from local colleges in our Minneapolis office. The students met with our professionals and learned about career options in finance. Learn more about Chartwell's 2016 Intern Day!
June 2016
Chartwell is pleased to announce Paper Machinery Corporation (“PMC” or the “Company”) has completed the transition of 100% of the Company’s stock to its employees (the “transaction”) through a newly established Employee Stock Ownership Plan (“ESOP”). Chartwell acted as the exclusive financial advisor to PMC throughout the transaction, providing comprehensive counsel on the transition to ESOP ownership and securing the related senior and mezzanine financing utilized to provide liquidity to the shareholders.
May 2016
Every year, ESOP participants receive statements and learn the value of their account, but do they understand how they can influence this value? Learn how communicating value is an important step in the process of developing ESOP participants into employee owners.
May 2016
Errors in valuation reports can be costly. Minimize the risk by hiring a firm with extensive valuation experience and become familiar with common mistakes. Rachel Flaskey collaborated with Sageworks to present a practice aid on 14 common errors found in valuation reports.

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