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 Advisory

Articles Articles
> Is My Goodwill Still "Good"? > The Pros and Cons of ESOPs
How to Assess Your Company's 'Sellability' Should You Releverage Your ESOP?
How to Start Assessing Your Company's Value > Using Compensation Studies Wisely - Executive and Director Compensation in ESOP Companies
4 Tips for Compiling a List of Buyers for Your Business > Alternative Financing Sources in ESOP Transactions
Know the Difference Between Asset Sales and Stock Sales When Buying a Business White Papers
How to Encourage Loyalty Among Your Leadership Team Managing ESOP Capital During Economic Instability
Management Teams and Business Risk: Are They Connected? > ESOP Distribution Policy: Choices, Consequences & Compromises
Does the Tax Cuts & Jobs Act Influence the Value of My Business? > Using the Three R's to Optimize Your ESOP
Valuation Discounts in Estate & Gift Tax Transfers > A Smart Hedge Against Future Capital Claims: The Evolution of Capital Reserve Planning
Purchase Price Allocation: An Overview & Update Webinars
> Valuation Issues - Executive and Director Compensation in ESOP Companies > Measure, Manage, & Master Repurchase Obligation Series
  > Current Trends in Advanced Equity Planning Series
  Podcasts
  > Strategic Considerations of a Contributory ESOP

Industry Content

COVID-19 Content

Newsletters Presentations
The Blueprint: Trends in the Construction Industry (Q3 2020) > Plan Opertions During COVID-19
> The Keystone: Trends in the Architecture & Engineering Industry (Q2 2020) > Overcome Your Cash Flow Challenge
  > Dealing with ESOP Contributions When Cash is Tight
  > How the Pandemic Might Affect Repurchase Obligations
  > Pandemic Impacts on Executive Compensation
  COVID-19 Webinar Presentations
  Podcasts
  > Beyond COVID - Keeing Your ESOP on Track

 

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