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.
150 South Fifth Street, Suite 2700
Minneapolis
,
MN
55402
612-230-3125
https://www.chartwellfa.com
Key Contacts:
Greg Fresh
Services Offered:
●
Compensation
●
Equity Compensation
●
ESOP Buyout
●
ESOP Plan Design
●
Fairness Opinion
●
Feasibility Studies
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Financial Planning
●
Lending
●
Repurchase Obligation
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Risk Management (for protecting ESOP account values)
●
Succession Planning
●
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
●
Sustainability Studies
●
Business Transitions
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ESOP Financing
●
Management (Consultant to)
