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Rachel Flaskey - 40 Under Forty Honoree
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.
Chartwell's 2016 Intern Day
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!
Chartwell Advises Paper Machinery Corporation on the Transition to 100% Employee Ownership
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.
The Importance of Communicating Value to Employees
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.
Common Errors Found in Valuation Reports
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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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.