35th Annual Ohio Employee Ownership Conference update

Professional Member Directory

Chartwell Financial Advisory, Inc.

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