When you need accurate valuations, detailed scenarios on the fly, and in-depth expertise and insight into the complex decisions of an option exchange, choose Equity Methods.

"Comprehensive Underwater Option Exchange Management with No Surprises"

Excellence at Your Service

If the complexities of an option exchange are beyond the expertise or resources at your company, Equity Methods offers a comprehensive suite of services and a complete team of experts to assist your option exchange from exploration to final reporting—or just in the places you need us along the way.

We take great pride in our dedication to delivering this full suite of excellence, and we employ only the best in their field to ensure your option exchange is on track with your goals, without surprises.

Our Comprehensive Team

• Trusted Partners and Advisors (aka “The Poets and Philosophers”)
• Valuation Experts (aka "The Quant Jocks")
• Accountants (aka "The Bean Counters")
• Project Managers
• Financial Reporting Advisors
• Compensation Consultants
• Legal Consultants

Exploring Your Option Exchange

"The secret to a successful underwater option exchange is, first and foremost, listening to your goals upfront."

• You may be wondering if an option exchange is the right course of action.  We suggest you start by reading the document, "Are Underwater Exchanges Right For Your Company?"

• Curious about the steps involved in an option exchange? Our interactive Option Exchange Timeline is an invaluable tool for understanding the process of an option exchange from start to finish.

• Want to know the inner details of an option exchange?  Learn more in the white paper, "Underwater Option Exchanges: Baseline Theory and Implementation Approaches".

• If you enjoy learning through webinars, we offer downloads of recorded sessions at our News & Events page.  We recommend starting with "Option Exchanges for Restricted Stock".

• From the same News & Events page, you can also download presentations from our recent events in San Jose, San Diego and Palo Alto.

Leading the Way

Since the inception of FAS 123R, Equity Methods has been at the forefront managing the nuances of equity compensation and has used its experiences to create its industry-leading team of experts dedicated to the success of your option exchange from the initial exploration, to the final accounting and reporting.

In most cases, the window of opportunity for an exchange is limited. Contact us today.  We'll help you analyze your current position for an exchange and listen to your needs to ensure you have the right plan of action in place.

(480) 998-3515 x4

Equity Methods

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