Select Engagements Estate & GiftValuation ClientEstate & GiftValuation ClientEstate & GiftValuation ClientEstate & GiftValuation ClientEstate & GiftValuation ClientEstate & GiftValuation ClientEstate Tax$250 millionEstate tax and settlement$50 millionOwnership Transition$60 millionGRAT$145 million« PrevNext »Ask the expertContact Steve Nelson for more information on Estate & GiftSteve Nelson > > An independent valuation is essential to successful estate and gift planning and is often required to ensure business interests are transitioned between family members at an appropriate price. Chartwell works with family businesses, estates, and private companies of all sizes in support of family sales, family gifts, transfers to trusts, charitable contributions, and estate tax filings. Our understanding of the typically sensitive nature of these engagements, combined with our broad experience in private company valuation, make Chartwell an ideal advisor for your estate and gift planning needs. Coughlan - E&G Estate & Gift Valuation Client Company logo: Fisher - E&G Estate & Gift Valuation Client Company logo: Kenwood - E&G Estate & Gift Valuation Client Company logo: Nystrom - E&G Estate & Gift Valuation Client Company logo: Mills Fleet Farm - E&G Estate & Gift Valuation Client Company logo: Warner - E&G Estate & Gift Valuation Client Company logo: Biotechnology Estate Tax$250 million Company logo: Contractor Estate tax and settlement$50 million Company logo: Retail Ownership Transition$60 million Company logo: Wholesale Building Supplies GRAT$145 million Company logo: Steve Nelson, ASA Steve Nelson, ASA Managing Director Dallas, TX 612-230-3131 steve.nelson@chartwellfa.com V-card 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.
Steve Nelson, ASA Steve Nelson, ASA Managing Director Dallas, TX 612-230-3131 steve.nelson@chartwellfa.com V-card 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.
