Advisory

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Chartwell’s Advisory practice is devoted to creating healthy, sustainable, and growing organizations.  We do this by creating a framework to help Stakeholders make critical ownership and executive leadership decisions.  These decisions frequently surround topics of ownership succession, executive retention, and organizational leadership.  A question that we explore in depth with each of our clients is, “What events or developments could keep your organization from maximizing its long term potential?”  Identifiable risks can often be reduced or moderated through developing a sound understanding of the issues, and analyzing proper strategies to either maximize the outcome or minimize the risk. We believe this to be the most effective way to gain an advantage over any problem, and to then pursue the most favorable path forward.

Ownership Advisory

Executive Compensation and Benefits

Risk Mitigation

Paul Halverson, ASA