ESOP & ERISA

Select Engagements
  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • TD Service Financial Corporation

    ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • Newly formed ESOP
    acquired 100% interest
    Financial Opinion

  • Skogen's Festival Foods

    ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

Ask the expert
Contact Matt Schubring for more information on ESOP & ERISA
Featured Video

ESOP Engagements - Herb Lindberg from Assurance Manufacturing discusses his company's 20-year relationship with Chartwell.

Since 1986, hundreds of clients have trusted our opinions of fair market value for ESOP and ERISA compliance.  Chartwell is a nationally recognized market leader with significant experience providing employee stock ownership plan (ESOP) valuations to trustees and fiduciaries.  Chartwell currently provides annual ESOP valuations for over 240 ESOP companies in diverse industries, across the U.S.  Our clients are some of the most successful and well recognized ESOP companies from across the country.  Our team is actively involved in professional ESOP organizations, ensuring that we are on the forefront of valuation news and trends.  

INSIGHTS

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.  Read more.

TD Service - ESOP

ESOP
Valuation Client

Title text: 
TD Service Financial Corporation

Nina Hale

Newly formed ESOP
acquired 100% interest
Financial Opinion

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 an associate member of the Valuation Committee.  He is a member of the National Center for Employee Ownership and American Society of Appraisers, 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 in finance, with honors, from the University of St. Thomas.

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Featured Video
Youtube Video Text: 
<h2>ESOP Engagements - Herb Lindberg from Assurance Manufacturing discusses his company's 20-year relationship with Chartwell.</h2>