Corporate Planning

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  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning Valuation
    Corporate Advisor

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

  • Corporate Planning
    Valuation Client

Ask the expert
Contact Steve Nelson for more information on Corporate Planning

Chartwell provides thorough and defensible valuation analyses for a variety of purposes, including management and board planning and in conjunction with buy/sell agreements and S-Corp conversions.

Types of securities we value include: 

  • Common and preferred equity investments
  • Debt securities
  • Derivatives, such as convertible securities, warrants, and options
  • Synthetic equity, such as stock appreciation rights (SARs) and phantom stock

Cool Air - CP

Corporate Planning
Valuation Client

Egan Field Nowak

Corporate Planning Valuation

Corporate Advisor

Enova - CP

Corporate Planning
Valuation Client

Parasole - CP

Corporate Planning
Valuation Client

Scoular - CP

Corporate Planning
Valuation Client

Schwing - CP

Corporate Planning
Valuation Client

WEG - CP

Corporate Planning
Valuation Client

WelshCo - CP

Corporate Planning
Valuation Client

WSB - CP

Corporate Planning
Valuation Client

Steve Nelson, ASA

Steve Nelson, ASA
Managing Director

PRESENT POSITION

Steve leads Chartwell’s Valuation and Transaction Opinions practice.  He has provided financial advisory services to privately held companies for over 25 years and is an expert on valuation issues related to Employee Stock Ownership Plans.  He also advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues, mergers & acquisitions, divestitures, and general corporate related purposes.  Steve has performed valuations as a court-appointed appraiser and provided expert witness testimony. His opinions have consistently withstood scrutiny by the Internal Revenue Service and the Department of Labor.

 

MEMBERSHIPS & DESIGNATIONS

Steve is an active member of both The ESOP Association and the National Center for Employee Ownership, as well as a member of the Valuation Advisory Committee of The ESOP Association.  He has written articles and made various presentations on valuation and ownership transition for a variety of professional groups and boards of directors.  Steve is designated as an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers, and is a past President of the Twin Cities Chapter of the ASA.   He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

 

PRIOR EXPERIENCE & EDUCATION

Prior to joining Chartwell in 2002, Steve was part of the valuation services group at Hawthorne Financial Advisors.

 

Steve holds a Bachelor of Arts degree in finance from the University of St. Thomas.