Ownership Advisory

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  • Strategic Alternatives
    Client

  • Strategic Alternatives
    Client

  • Strategic Alternatives
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  • Strategic Alternatives
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Contact Tim Cleary for more information on Ownership Advisory

We begin every engagement by understanding your objectives and unique business circumstances.  Chartwell prepares a detailed comparison of the quantitative and qualitative considerations of each ownership alternative.   As independent advisors, we are unbiased as to the ultimate outcome; our objective is simply to help our client make a fully informed decision.

Chartwell provides in-depth financial analysis fully integrating your company’s strategic plan, shareholder liquidity goals, future claims on corporate cash flows, future value trajectory, and shareholder liquidity funding.

Chartwell  advises boards of directors, shareholders, and management on the benefits and considerations of various alternative liquidity events, which may include:

  • Sale to a financial sponsor (private equity)
  • Sale to a strategic buyer
  • Management buyout
  • Sale to an employee stock ownership plan (ESOP)
  • Dividend recapitalization
  • Status quo (no transaction)

Marx Okubo

Strategic Alternatives
Client

Point B

Strategic Alternatives
Client

Tim Cleary

Tim Cleary
Managing Director

PRESENT POSITION

Tim leads Chartwell's Ownership Advisory practice, helping privately-held and mature ESOP-owned businesses assess and respond to the challenge of driving healthy, sustainable growth. He specializes in helping mature ESOP clients understand, evaluate, design, and implement strategic alternatives. Tim’s legal, tax, and administrative experience allows him to design creative yet practical solutions that optimize benefits for Chartwell clients. Tim has been assisting business owners and management teams through ownership transition since 1987. 

 

MEMBERSHIPS AND DESIGNATIONS

Tim is a nationally known speaker and writer on ESOPs and an active member of The ESOP Association and the National Center for Employee Ownership (NCEO).   Tim also serves on the Advisory Committee of Employee-Owned S Corporations of America (ESCA).

 

PRIOR EXPERIENCE AND EDUCATION

Tim started his consulting career as a corporate tax and ESOP attorney.  He then led Ernst & Young’s National ESOP Consulting Practice, where he was instrumental in shaping innovative S Corporation ESOP structures.  Most recently, Tim led Principal Financial Group’s ESOP Consulting Practice, one of the largest ESOP administration and consulting practices in the country.

 

Tim earned a Bachelor of Science degree from St. John’s University and a Juris Doctorate, magna cum laude, from William Mitchell College of Law in St. Paul.