Understanding and evaluating the advantages and disadvantages of available ownership transition alternatives is the cornerstone of our services.  By dedicating the time to understand your personal and financial objectives, we identify potential alternative strategies which may fit your unique situation.  We then evaluate your company, assess its value drivers, and develop a future value trajectory estimate.  Using this analysis, our professionals can identify and highlight the outcomes of pursuing alternative transition paths.  Armed with this knowledge, you can make an educated decision as to the ideal transition strategy for your situation.  Chartwell will be there every step of the way, providing thorough analysis and assisting with the details and decisions that come with the transfer of your business.

Ownership Transition Expertise:

ESOPs

Family Business

Management Transfer

Mergers & Acquisitions