Paul Halverson Email & Phone Number

Chartwell is a national leader in financial advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle market companies.Chartwell’s Advisory practice is devoted to creating healthy, sustainable organizations. We do this by advising management, boards of directors, and shareholders on the long term impact of critical decisions facing the company. These decisions frequently surround topics of ownership succession, executive retention, and organizational leadership. A question that we explore in depth with each of our clients is, “What events or developments could keep your organization from maximizing its long term potential?” Identifiable risks can often be reduced or moderated through developing a sound understanding of the issues, and analyzing proper strategies to either maximize the outcome or minimize the risk. We believe this to be the most effective way to gain an advantage over any problem, and to then pursue the most favorable path forward.

Listed skills include Business Valuation, Mergers And Acquisitions, Esop, Valuation, and 26 others.

• 

  Managing Director

  Chartwell Financial Advisory, Inc.

  Nov 1995 - Present - Greater Minneapolis-St. Paul Area

  - Advising privately held middle market companies on the long term impact of critical decisions facing the company.- Leading authority on business valuation, particularly with respect to ownership transition options- Extensive experience in structuring complex transactions including the transfer of ownership to Employee Stock Ownership Plans, third parties, family members, and management teams