A key factor in the success of any privately held business with more than one owner is the establishment and maintenance of a sound buy-sell agreement.  The effectiveness and clarity of the agreement can play a significant role in the success or failure of the business when an unforeseen event occurs, such as the loss of an owner or a shareholder dispute.  A thorough and defensible valuation analysis is a key part of ensuring unanticipated events are handled in an appropriate and fair manner for all parties.  For more than 20 years, Chartwell has provided business valuation opinions in support of numerous successful buy-sell agreements.  

Knowing the unintended consequences of buy-sell agreements gone stale, our professionals can review your current agreement and work with legal counsel to update your agreement so it meets your unique business needs.  Completing our diligent valuation process on a recurring basis not only serves to reduce conflicts when a triggering event occurs, but also serves as a benchmark to analyze your success in creating shareholder value.