|Employee Stock Ownership Plans & Ownership Transition|
Your Ownership Consulting Partner
Chartwell Capital Solutions is a financial advisory firm providing corporate finance, ownership consulting and valuation services to privately held businesses. Our firm has a unique specialization in designing and executing successful ownership transitions, like employee stock ownership plan.
There is no more important event in a company’s life cycle when an entrepreneur or business owner decides it is time to consider divesting all or partial ownership of their 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 personal and financial benefits of owning and building a successful business enterprise. 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 a solutions based transition plan formulated with integrity and quality. We maintain the 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 these areas of expertise. Our only bias is to see the successful execution of your transition plan. We are your ownership consulting partner.