MBA, CLU®
VP of Advanced Design &
Planning
Business valuation
(804) 357-5977
CLU®, ChFC®
Director of Advanced
Markets
CEP®
Business Planning
Consultant
With over a century of combined experience, the Chartwell Capital’s Advanced Planning Center (APC) is ready to provide you with services such
as business valuation consultation, tax valuation, and fair value analysis. In addition to in-house specialists, the APC has unique relationships with top valuators, attorneys and industry experts who offer on demand expertise and solutions.
The APC has created a strategic partnership with Marshall & Stevens in order to provide you with even more cutting-edge support in the business valuations area.
Marshall & Stevens provides a full complement of valuation-related services, from transaction advisory and opinion letters to the valuation of businesses and business assets, both tangible and intangible.
Their professionals recognize the importance of your decision-making as it relates to the valuation of businesses, debt and equity positions, tangible and intangible assets. With multiple offices throughout the United States, Marshall & Stevens has the ability to quickly assemble teams to satisfy
client requirements and assist them in making vital business decisions.
President of Chartwell Capital Advisors
JD, CFP®, CLU®, ChFC®
Global Estate & Legacy
Planning Consultant
Chartwell Capital Advisors
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Copyright 2013 Chartwell Capital.
Company
Chartwell Capital Advisors
The Branch House
2501 Monument Avenue
Richmond, Virginia 23220
Tel. 804.357.5977