Jump to navigation
Who We Serve
> Ownership Advisory
> ESOP RO & Sustainability
> Executive Comp & Benefits
> Capital Reserve Planning
> Mergers & Acquisitions
> Capital Markets
> Financial Restructuring
> Fairness Opinions
> Solvency Opinions
> Corporate Planning
> ESOP & ERISA
> Estate & Gift
> Equity Compensation
> Financial Reporting
Agriculture & Food and Beverage
Architecture & Engineering
Business & Consumer Services
Construction & Building Materials
Consumer Products & Retail
Healthcare & Life Sciences
Industrials & Manufacturing
Technology & Telecommunications
Transportation & Distribution
You are here
Strategic Considerations of a Contributory ESOP Podcast
Chris Staloch and Joe Skorczewski recently teamed up with the American Council of Engineering Companies to discuss how to use an ESOP to drive company performance in the latest episode of the Engineering Influence podcast.
How to Encourage Loyalty Among Your Leadership Team
Vice President Rachel Flaskey discusses the different types of equity compensation plans that can be narrowly focused to certain individuals within a company, typically key members of the leadership team.
Should You Releverage Your ESOP?
Managing Director Tim Cleary compares the three methods of handling ESOP repurchase obligation and addresses the circumstances under which releveraging may be a viable strategy.
Tina DiCroce Featured in Recent OEOC Short Take Video: The Evolution of ESOP Sustainability
Vice President Tina DiCroce recently participated in a discussion about “The Evolution of ESOP Sustainability” via an Ohio Employee Ownership Center short take video.
Chartwell Promotes Six Team Members
We are pleased to announce the promotion of six Chartwell team members to Senior Analyst in our Minneapolis office!
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.