Bio

Matt leads Chartwell’s valuation practice. He has provided financial advisory services to privately-held companies for over 20 years for a wide variety of purposes. In addition to providing valuation services for corporate planning, financial reporting, gift and estate planning, and tax planning, Matt is an expert on valuation issues related to employee stock ownership plans and ESOP sustainability. He advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues for ESOPs, mergers & acquisitions, divestitures, and general corporate related purposes. His valuation opinions have withstood scrutiny by the Internal Revenue Service and the Department of Labor.