Matt Schubring, ASA

Matt Schubring, ASA
Managing Director

PRESENT POSITION

Matt leads Chartwell’s ESOP and ERISA valuation practice.  He has provided financial advisory services to privately held companies for over 15 years and 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.

 

MEMBERSHIPS AND DESIGNATIONS

Matt is an active member of The ESOP Association where he serves as a member of the Valuation Committee.  He is a member of the National Center for Employee Ownership and American Society of Appraisers (ASA), and is designated as an Accredited Senior Appraiser in Business Valuation by the ASA.  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 for The ESOP Association and the National Center for Employee Ownership on employee ownership and valuation issues.

 

PRIOR EXPERIENCE AND EDUCATION

Matt holds a Bachelor of Arts degree, with honors, in finance from the University of St. Thomas.