Wishing you a Happy Thanksgiving from your friends at Chartwell! It is always our mission to serve all of you in the best way possible. No matter what your goals may be, we're here for you! Cheers to time with family, friends, and loved ones this week.
Chartwell Financial Advisory
金融服务
Minneapolis，MN 1,967 位关注者
Chartwell is a national leader in financial advisory working with middle-market companies across the U.S.
关于我们
You make decisions every day that impact the lives of many people. To do so requires exceptional knowledge, wisdom, and confidence. Our mission is to help you by giving you the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry. Chartwell is a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies.
- 网站
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https://www.chartwellfa.com
Chartwell Financial Advisory的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Minneapolis，MN
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Mergers & Acquisitions、Transaction Opinions、Business Valuations、Financial Advisory、Capital Markets、Ownership Transition、Employee Stock Ownership Plans、Financial Restructuring、Compensation Consulting、Corporate Sustainability、ESOP Repurchase Obligation、Executive Compensation Consulting和Financial Restructuring
地点
Chartwell Financial Advisory员工
动态
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In general, construction companies continue to perform well as civil and grid infrastructure funding contributes to EBITDA growth across much of the industry. Connect with Collin Mayer to learn more about Chartwell’s construction expertise and download The Blueprint Q3 2024 newsletter at https://lnkd.in/gwnGyG7i
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Chartwell is pleased to announce Shawmut Design and Construction, a leading $2 billion national construction management firm, has acquired First Finish, a premier full-service hotel renovation contractor. Connect with Matt Clark to learn more about this transaction and read the news release at https://lnkd.in/g8fehgdc
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Join Tina Langlois and Joe Skorczewski to learn more about how companies can navigate the complex terrain of profit distribution while supporting the capital needs of the business. Register today! https://lnkd.in/gKaSRnpM
In the world of business, profit allocation is often viewed through the lens of numbers and spreadsheets. However, its implications extend far beyond the financials. Join Tina Langlois and Joe Skorczewski from Chartwell Financial Advisory to learn more about how companies can navigate the complex terrain of profit distribution while supporting the capital needs of the business. Register today! https://lnkd.in/gKaSRnpM #EmployeeOwnership #Webinar
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Don’t miss Ashleigh Newlin, Tim Cleary, and Tim Lang present about trending topics at The ESOP Association Employee Owned Conference in Las Vegas! Learn more at https://lnkd.in/gZn7jkGU
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Are your profit allocation decisions reactionary instead of deliberate? Tina Langlois and Joe Skorczewski will will dive into the intersection of philosophy, business strategy, and capital allocation during The National Center for Employee Ownership (NCEO) weekly webinar on November 12. Learn more at https://lnkd.in/g6-gFWty
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Joe Skorczewski will present “Ownership Transition: What Path is Right for your Journey?” at DPRCG 2024 Convocation in Atlanta on November 7. Learn more at https://lnkd.in/gjfXsUD3
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Over the past few years, the broader U.S. M&A environment has seen moderate declines, however most AE dealmakers have yet to experience a slowdown. Connect with Joe Skorczewski to learn more about Chartwell’s AE expertise and download The Keystone Q2 2024 newsletter at https://lnkd.in/gV6MJaSy
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Personal goodwill is the intangible asset attributable to an individual based on their reputation, expertise, relationships, or skills. Dan Uitti, CPA outlines the requirements for establishing personal goodwill in Chartwell’s latest article. Read it now at https://lnkd.in/gKz96g-m
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Rachel Buse-Flaskey, Dan Uitti, CPA, and Andrew Cooper will attend the AICPA Valuation Services Conference for forensic accounting and valuation professionals. Learn more at https://lnkd.in/gqY9yvyj
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