Resources

Chartwell has over 25 years of financial advisory experience and industry knowledge.  Our professionals author content to better help business owners understand our areas of expertise.

Valuation

ESOP

> Is My Goodwill Still "Good"? COVID-19 Webinar Presentations
How to Assess Your Company's 'Sellability' > Measure, Manage, & Master Repurchase Obligation Webinar Series
How to Start Assessing Your Company's Value > Managing ESOP Capital During Economic Instability
> 4 Tips for Compiling a List of Buyers for Your Business ESOP Distribution Policy: Choices, Consequences & Compromises
Know the Difference Between Asset Sales and Stock Sales When Buying a Business Using the Three R's to Optimize Your ESOP
> How to Encourage Loyalty Among Your Leadership Team > Valuation Issues - Executive and Director Compensation in ESOP Companies
> Management Teams and Business Risk: Are They Connected? > Using Compensation Studies Wisely - Executive and Director Compensation in ESOP Companies
Does the Tax Cuts & Jobs Act Influence the Value of My Business? The Pros and Cons of ESOPs
Valuation Discounts in Estate & Gift Tax Transfers  
Purchase Price Allocation: An Overview & Update  
   

AE Industry

Capital Reserve Planning

The Keystone: Trends in the Architecture & Engineering Industry (Q2 2020) A Smart Hedge Against Future Capital Claims: The Evolution of Capital Reserve Planning

 

Interested in a specific article topic you don't see here?  Submit a request to our Contact Us page.