Chartwell provides valuation, transaction and consulting services for employee stock ownership plans (ESOPs). Nationally renowned in ESOP planning and transaction execution, we guide principals, companies and fiduciaries through the complex financial and valuation implications of the financial, regulatory and tax aspects of ESOP transactions.

Structuring and Feasibility

Starting with a detailed feasibility analysis and the input of other corporate advisors, Chartwell can help determine if an ESOP is suitable for your company from a company, shareholder and employee perspective.

Transaction Structure and Execution

We have both the valuation expertise and ESOP-specific knowledge to help structure transactions that maximize benefits as both an ownership transition vehicle and an employee retirement plan. Chartwell has helped clients through hundreds of transactions over the past several years.

Fairness Opinions

Chartwell provides independent opinions as to the fairness of a proposed transaction to ESOP fiduciaries throughout the country.  We are continually engaged in the valuation of businesses and their securities in connection with transactions involving employee stock ownership trusts.

Annual Valuation and Advisory Services

We provide annual valuation and ongoing advisory services with the same careful attention to detail provided in your original ESOP transaction. Our in-depth analysis is reliable, objective and independent.

Capital Structure and Sustainability Analysis

Analyzing the repurchase obligation as it relates to a company's ESOP and the implications of decisions surrounding those obligations are important components of any ESOP company's strategic planning. Chartwell provides detailed capital structure analysis and the impact different repurchase strategies have on cash flow and stakeholders.