News

July 2016
Ben Franklin famously said that the only things certain in life are death and taxes. But that’s only because ESOPs weren’t invented yet. While there is a growing appreciation for how ESOPs help boost productivity and build wealth for employees, their power as a tax shelter is sometimes overlooked. Darren Dahl, a contributor to Forbes, writes on the tax advantages provided to business owners selling to an ESOP and their participants, in an article originally published on forbes.com.
June 2016
Chartwell is pleased to announce Vic’s Crane & Heavy Haul, Inc. (“Vic’s” or the “Company”) has completed the transition to 100% employee ownership (the “Transaction”) through a newly established Employee Stock Ownership Plan (“ESOP”). Chartwell acted as the exclusive financial advisor to Vic’s throughout the Transaction, providing unbiased counsel to the shareholders as they evaluated all ownership succession options. Once employee ownership was determined to be the preferred outcome, an efficient financing placement and ESOP transaction process allowed the transition to be completed in less than 60 days on May 31, 2016.
June 2016
Is an increasing adherence to bank regulatory guidance impeding the overall deal environment or are there greater forces affecting transaction flow?
June 2016
Vice President Rachel Flaskey has been selected by the National Association of Certified Valuators and Analysts (NACVA) as a 2016 40 Under Forty honoree in recognition of her contributions to the business valuation profession and her community! Rachel is an authority within the business valuation industry and will continue to be a valuable member of Chartwell’s team and an asset to our clients for many years to come.
June 2016
As part of Chartwell's ongoing educational outreach program, we recently hosted a group of students from local colleges in our Minneapolis office. The students met with our professionals and learned about career options in finance. Learn more about Chartwell's 2016 Intern Day!

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