Bio

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. Joe leads Chartwell’s architecture and engineering practice, which has grown to serve more than 100 clients over the years. Decision makers seek out Joe for his expertise and experience advising AE firms owned by their employees in financial matters. Joe is passionate about advancing the business of engineering and educating people about the value of employee ownership.