Ryan Graham

Director / Chartwell

Ryan has been assisting privately held business owners and management teams in analyzing the financial impact of transactions and the ongoing repurchase obligation for ESOP companies since 2004. He is recognized nationally as a leader in repurchase obligation forecasting, and helped develop the online repurchase liability modeling software used by hundreds of ESOP companies annually. Ryan also has significant experience in analyzing the sustainability of ESOP companies. In addition, he has extensive experience modeling the benefit levels


Recycle, Redeem, Releverage, and Re-ESOP: An ESOP Company’s Path Toward a Targeted Benefit Level