Chartwell's Equity Compensation practice group provides 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.

Incentive Design

Our understanding of general business and transaction structuring expertise is a competitive advantage in consulting with business owners on their management equity incentive plans.  Our complex modeling capabilities allow us to maximize the benefit to both owners and management to create a “win-win” incentive plan.

Deferred Compensation/Option Valuation

We provide valuations for equity compensation purposes as they relate to IRC§409A.  We have worked with numerous clients, including early stage and emerging companies, who are subject to §409A requirements and understand the intricacies of valuing stock options in relation to ASC 718 (formerly SFAS 123R).  Chartwell’s advantage is the experience and analytical sophistication we bring to the valuation process.  We understand the auditor review process and can provide valuable collaboration with accounting professionals.

Deferred Compensation/Option Valuation

Chartwell works with many companies as they transition ownership to key employees or management. We understand the details and complexities of structuring a management buyout transaction. We diligently maintain a sound network of professional contacts to optimize the transaction process.  We are knowledgeable on all the available management transfer options and can provide objective analytical feedback on the best method for our client. Our thorough financial analysis models the impact to current shareholders, the company, and future shareholders. We also take the time to understand the non-financial issues that may impact an owner’s desire or ability to sell to management.