Chartwell Capital Solutions is a financial consulting firm providing business valuation and investment banking services to private businesses.  We specialize in designing and executing successful ownership transition solutions.  

There is no more important event in a company’s life cycle than when an entrepreneur or business owner decides it is time to consider divesting all or partial ownership of the business.  With proper guidance, planning and execution years of hard work and effort can be rewarded.  Whether the potential liquidity event is several years away, or just around the corner, careful and thoughtful planning can maximize the benefits of a transition plan.  Having successfully walked the path with hundreds of owners we understand the unique emotional and financial complexities you face when deciding upon a transition solution.  Let our expertise guide you through the process from start to finish. 

Our cornerstone service is the ability to listen effectively so we can help owners define their personal and financial goals.  These goals can be translated into an actionable plan for a smooth transition.  Realizing no two situations are identical, we maintain expertise to effectively consult on all your transition alternatives including third party sales, ESOPs, management buyouts and family transitions.  Our advice is not limited by our area of expertise.  Our only bias is to see the successful execution of your transition plan.

And that is the focus of our firm: consulting with owners on the best way to create, enhance and ultimately realize the benefit of building a successful business.  We are your ownership transition partner.