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Profile of Paul Halverson
 

Paul Halverson

 
Advisor, MD - Chartwell Capital Solutions Inc.
 
Paul Halverson Email :
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Company Name : Chartwell Capital Solutions Inc.
 
Company Website : www.chartwellfa.com
 
Company Address : 527 Marquette Ave. S
17th Fl. Rand Tower, Minneapolis, MN,
United States,
 
Paul Halverson Profile :
Advisor, MD - Chartwell Capital Solutions Inc.
 
Paul Halverson Biography :

Mr. Halverson has provided financial advisory services to privately-held companies since 1987. He is recognized as a leading authority on business valuation, particularly with respect to ownership transition issues. He has extensive experience assisting business owners in the transfer of ownership to family members, management teams and third parties. A substantial portion of his work relates to Employee Stock Ownership Plans and providing independent financial advisory services to ESOP Trustees and other corporate fiduciaries. Mr. Halverson has been involved in structuring several complex transactions involving ESOPs. Mr. Halverson is a nationally recognized speaker on business valuations. He has been featured at various events including The ESOP Association, the National Center for Employee Ownership and the American Society of Appraisers. Mr. Halverson is an active member of The ESOP Association, where he serves as a member of the Valuation Advisory Committee. He is also a member of the National Center for Employee Ownership, the American Society of Appraisers and the Institute of Business Appraisers. Mr. Halverson is an Accredited Senior Appraiser and Certified Business Appraiser. He is a past President of the Twin Cities Chapter of the American Society of Appraisers. Mr. Halverson holds a Bachelor of Arts degree in finance, with honors, from the University of St. Thomas.

 
Paul Halverson Colleagues :
Name Title Email

Wilfred Becker

Advisor, MD Please login

Amir Berenjian

Advisor, Analyst Please login

Nicholas Braun

Advisor, Analyst Please login

Jon Goetze

Advisor, MD Please login

Theodore Hansen

Advisor, CFO Please login


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