35th Annual Ohio Employee Ownership Conference update
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2024 Annual Ohio Employee Ownership Conference
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Chartwell Financial Advisory, Inc.
230 South Broad Street, 17th Floor
Philadelphia
,
PA
19102
215-279-8558
http://www.chartwellfa.com
Key Contacts:
Tina Langlois
Services Offered:
●
Compensation
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Equity Compensation
●
ESOP Buyout
●
ESOP Plan Design
●
Fairness Opinion
●
Feasibility Studies
●
Financial Planning
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Lending
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Repurchase Obligation
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Risk Management (for protecting ESOP account values)
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Succession Planning
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Transaction Planning
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Valuation
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Working Capital Strategies
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Complete Listing
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Capital Markets Services
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Sustainability Studies
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Business Transitions
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ESOP Financing
●
Management (Consultant to)
