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How We Help Entrepreneurs

Chartwell brings experienced and focused support to successful entrepreneurial business owners, both establishing and with established wealth.

In over 30 years of experience working with entrepreneurs, domestically and internationally, we find common pressures:

Shortness of time;
Focus on the business, not on overall personal financial well-being;
Lack of a "chief of staff" who can bring balance and long-term perspective to wealth building; and
The application of habitual solutions to new issues and opportunities.

We have been involved in all stages of the entrepreneurial experience, from the establishment of the business to the growth phase with acquisitions, alliances, and divestitures, to the related financial and estate planning for the entrepreneur.  We perform the analysis, planning, and implementation to provide the right solutions to business opportunities.

To do this, we often work in strategic alliances that we have developed over time to offer clients a seamless portfolio of services.

In all of our client work, we employ our extensive knowledge of and experience with US and UK business practices and conditions, regulations, taxation, and finances to help clients grow their businesses and related personal assets.

We solve our clients' issues as though they were our own, which ensures a highly personalized, effective management approach for business owners.

Establishing a Business

 Analysis of business concepts and plans

Identify appropriate targets

Representing you in negotiations

Developing, managing, and closing the deal

Building and structuring appropriate vehicles

Developing financial plans and projections to ensure appropriate returns

Establishing effective operating and governance structures

Handling immigration issues

Managing Business and Related Wealth

Increasing operational effectiveness

Setting performance measures that enhance shareholder value

Ensuring tax-efficient transactions

Reducing costs

Managing and coordinating external advisors

Developing new business opportunities, products, and services

Implementing effective incentives

Managing operating and capital budgets

Serving on Management Committees and Boards

Exit Strategies

Selling a business

Negotiating with buyers

Developing joint ventures and strategic alliances

Leading management buy-outs

Investment advice and liquidity issues

Managing estate issues and gifting

Integrated financial planning