WHAT WE DO

We Quarterback Deals

Many folks ask me to explain what Chartwell does. A real life example ( of what transpired today) may be more illustrative. We are in the midst of procuring a credit facility for $20 million in capital improvements for a client. We will do the legal work for the facility transaction and the administration of the loan. There are some special tax and accounting considerations associated with these capital needs and allocating their basis and minimizing income in the early years of this project. We will provide the tax and accounting services for the client. The capital improvements will need to be bonded and property and casualty insurance will need to be placed on the new and old assets; we will procure these needs for the client. Hopefully, the client's business will thrive, and if so, Chartwell can offer the client an array of business succession and wealth management and preservation techniques such as non-qualified comp plans that vest new successor ownership in the entity to pay off the original owners and the creation of a grantor trust to minimize  estate taxes. We provide and procure the financial products to fund these plans. We would not be able to do any of this without a deep bench of talented people and trusted affiliated organizations that we have worked with over 25 years. We quarterback financial transactions and the client saves money, sometimes a whole lot of money.