Managing Director
Chartwell Financial Advisory
Minneapolis, MN
Joe has provided valuation, corporate finance, and consulting services to privately-held companies since 2004. Much of his professional career has been dedicated to providing independent financial advisory services to boards of directors and ESOP trustees. Joe has worked on many M&A transactions, representing both buyers and sellers. He also has experience advising clients on ownership transition alternatives as well as helping mature ESOPs operate sustainably.
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Goldilocks and the Partial ESOPs
Tuesday, April 15, 2025
3:30 PM – 4:30 PM MST