Chuck has over 25 years of professional experience providing financial consulting, business appraisals, ESOP feasibility and transaction consulting, due diligence, and expert witness testimony on business valuation matters.
He has extensive experience with the valuation of business assets and interests for purposes of employee stock ownership plans (ESOPs), providing ESOP feasibility studies, plan design, and implementation consulting services. Chuck has assisted over 100 companies in exploring the feasibility of utilizing an ESOP and implementing an ESOP for business succession purposes. He also participates in estate and gift tax valuations, fairness opinions, allocation of purchase price among acquired intangible assets and goodwill impairment testing, shareholder and partnership disputes, marital dissolutions, acquisitions, divestitures, and mergers.
Chuck has held many local, regional and national offices with the American Society of Appraisers. On the national level, he has been a member of the Board of Governors and the Ethics Committee of the ASA. At the local level, he has held various officer positions including President of the Connecticut Chapter of ASA. He holds a B.S. degree in Business Management from the University of LaVerne and an M.B.A. degree from the University of Hartford's Barney Graduate School of Business and Public Administration.