The timeframe for an underwater option exchange is often limited to a small window of opportunity while the process usually remains complex with many tough decisions to be made in a short frame of time.

Explore the phases of an Underwater Option Exchange Timeline and discover what it takes to retain and motivate top talent by unlocking lost value in their equity compensation while demonstrating to shareholders that the transaction is value-enhancing for them as well, all within the small window of opportunity.

Free Reports and Initial Consultation
When you are finished exploring, contact us today.

We can listen to your needs, help you analyze your current situation, discuss common challenges and pitfalls, and make sure you have the right plan of action in place. All for free.

And when you call, we will send you our free Option Exchange Reports containing proprietary data from hand-collected results from all tender offers in the past 4 years, along with surveys administered to issuing companies.

The Equity Methods Difference is the Equity Methods Team
You will rarely find an option exchange company that has the “Poet and Philosophers,” the “Quant Jocks,” and the “Bean Counters” all on one team. Our breadth and depth of experience is concentrated equally in program design, exchange ratio development (valuation), modification accounting and financial reporting. And the backgrounds of our staff reflect this as our consultants include some of the industry’s most well-known equity compensation experts, PhDs in finance and accounting, and even a former controller.

Bottom line: Option exchanges are our passion and your success is our goal. Please give us a call - we love to talk about option exchanges and we'd love to talk to you about yours.

Equity Methods’ industry-leading team of experts work in conjunction with your team from the tough choices in the Assess and Design phase, to the closing of the books in Modification Accounting.