As financial reporting rules increasingly require independent valuation services, you need experienced, objective professionals who can provide sound and well-documented valuation opinions. Chartwell performs business valuations for a variety of financial reporting requirements. Having an informed team of experts who understand the valuation process is critical in providing an accurate and supportable analysis.

Purchase Price Allocation/Goodwill Impairment Testing

Chartwell performs business and intangible asset valuations for purchase price allocation under ASC 805 and valuations for goodwill impairment testing under ASC 360.

Private Equity Portfolio Valuations

Private equity firms are now directly impacted by ASC 820 and its definition of fair value. The exit value emphasis of ASC 820 is of particular interest to the private equity industry as private equity funds have historically valued their investments at cost with little value adjustments being made throughout the lives of the investments. We understand ASC 820 and the influence it has on business valuations, especially as it relates to the private equity community.

Equity Compensation

We provide solutions to business owners seeking to transfer ownership to management or develop an equity based incentive or compensation plan.  We provide consulting services and business valuation services in support of developing and existing management equity incentive plans.