Reporting

We provide companies of all sizes with financial reporting services for stock-based compensation.
Valuation

Get fair value measurement and modeling for all sorts of equity-based awards and securities, whether business as usual or special circumstances.
Equity Management

We provide comprehensive strategic and operational services that streamline your equity compensation program, improving operational continuity, reducing risk, and unlocking new efficiencies.
HR Advisory

Our HR advisory services provide the insight you need to improve program design, grant more equity, and tell a cleaner story in your proxy and financial statements.
Resources

Dive into our library of publications on a wide range of stock-based compensation topics.
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Meet the Team

Equity Methods is a team of finance, accounting, compensation, and technology practitioners. We’re not a CPA firm, brokerage, or board advisory firm. Instead, we help finance, HR, and executive compensation professionals unlock efficiency and make better decisions through flexible stock-based compensation reporting and decision analytics for long-term incentive plans. We also help companies value complex securities they issue or own. We’re pleased to have provided expert ASC 718 services to over 1,000 clients, including 50+ Fortune 100 companies. contact us

Service Leaders Financial Reporting Services Valuation Services Equity Management Services HR Advisory Services Internal Team All

HR Advisory Services

Clayton Nocella

Senior Consultant, Valuation and HR Advisory Services

Clayton Nocella

Senior Consultant, Valuation and HR Advisory Services

Clayton Nocella is a Senior Consultant in the Valuation and HR Advisory Services group at Equity Methods. Clayton primarily supports clients with ASC 718 valuations by using custom Black-Scholes, lattice…

Contact me

(480) 306-8867

clayton.nocella@equitymethods.com

David Outlaw, CEP

Managing Director, Valuation & HR Advisory Services

David Outlaw, CEP

Managing Director, Valuation & HR Advisory Services

“I’m a teacher at heart — always happy to field questions and help clients understand, whether it’s at a high level or deep in the details.” David is a managing…

Authored Insights

Getting Your TSR Design Details Right

Design Attribute Checklist for Relative TSR Awards

Long-Term Incentive Plans: The Universe of Design Possibilities

Equity Award Modifications: Connecting the Theory to Practical Cases

Equity Award Modifications

Five Ways that West Coast Companies Design ESPPs

Equity Compensation in Corporate Transactions

Top 5 Performance Award Accounting Concepts for Compensation Professionals to Know

Contact me

480.428.3305

david.outlaw@equitymethods.com

Dominic Cowler

Director, HR Advisory Services

Dominic Cowler

Director, HR Advisory Services

Dominic is a Director in the HR Advisory Services team at Equity Methods, where he helps organizations design, implement, and operate effective compensation programs. In his role, he works with private and public companies of all sizes and…

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dominic.cowler@equitymethods.com

Ishita Sengupta, PhD

Director, HR Advisory Services

Ishita Sengupta, PhD

Director, HR Advisory Services

Ishita Sengupta is a Workforce Analytics expert with more than 20 years of experience advising organizations across theprivate, public, academic, and non-profit sectors. Her research has been featured in numerous…

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ishita.sengupta@equitymethods.com

Joe Pollastrini

Manager, Valuation & HR Advisory Services

Joe Pollastrini

Manager, Valuation & HR Advisory Services

Joe Pollastrini is a Manager in the Valuation Services Group at Equity Methods. In his current role, Joe provides support to team members and clients in valuing a number of…

Authored Insights

Human Capital Management Disclosure: Looking Back and Ahead

Lessons From Year One Human Capital Management Disclosures

Contact me

480.428.1182

joe.pollastrini@equitymethods.com

Kiel Greenfield

Manager, Valuation & HR Advisory Services

Kiel Greenfield

Manager, Valuation & HR Advisory Services

Kiel Greenfield comes to Equity Methods with a diverse background in economics, data analytics, and management. As a Manager in Valuation Services, Kiel values a number of equity compensation instruments utilizing Monte Carlo…

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480.428.1176

kiel.greenfield@equitymethods.com

Kripa Sara Abraham

Consultant, Valuation & HR Advisory Services

Kripa Sara Abraham

Consultant, Valuation & HR Advisory Services

Kripa is a Valuation Consultant at Equity Methods, where she supports clients and internal team members on custom valuation engagements in accordance with ASC 718. Her work includes applying valuation…

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kripa.saraabraham@equitymethods.com

Kyle McCall

Manager, Valuation and HR Advisory Services

Kyle McCall

Manager, Valuation and HR Advisory Services

Kyle McCall is a Manager in the Valuation and HR Advisory practices at Equity Methods. As a Manager, he assists clients on anything from basic ASC 718 valuation work, award…

Contact me

480.306.8814

kyle.mccall@equitymethods.com

Lien Ta, Ph.D.

HR Advisory Economist

Lien Ta, Ph.D.

HR Advisory Economist

Lien Ta is an Economist in the Valuation and HR Advisory practice at Equity Methods. Lien provides support to team members and clients in custom valuation engagements in accordance with…

Contact me

480-508-4187

lien.ta@equitymethods.com

Mona Pauschenwein

Senior Consultant, Valuation & HR Advisory Services

Mona Pauschenwein

Senior Consultant, Valuation & HR Advisory Services

Mona is a Senior Consultant in the Valuation Services group at Equity Methods. In her current role, Mona provides support to team members and clients in custom valuation engagements in…

Contact me

480.765.2504

mona.pauschenwein@equitymethods.com

Nathan O’Connor

Managing Director

Nathan O’Connor

Managing Director

Nathan O’Connor is a Managing Director at Equity Methods, a consultancy that helps hundreds of public and private companies model, value and account for equity compensation and other complex securities.…

Authored Insights

Highlights from the 26th Annual NASPP Conference

Tricky Equity Compensation Issues Faced by Private and Newly Public Companies

CEO Pay Ratio: 40 Frequently Asked Questions and Answers

Equilar Executive Compensation Summit 2018 Conference Roundup

What You Need to Know: Contingent Consideration (Earnouts) Valuation

NASPP Equity Expert Series – Nathan O’Connor

Contact me

480.428.1205

nathan.oconnor@equitymethods.com

Priya Salagundla

Senior Manager, Valuation & HR Advisory Services

Priya Salagundla

Senior Manager, Valuation & HR Advisory Services

Priya Salagundla is a Senior Manger in the Valuation and HR Advisory Services practices at Equity Methods. In her current role, Priya provides support to clients and team members in…

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priya.salagundla@equitymethods.com

Saswati Sen

Senior Manager, Valuation & HR Advisory Services

Saswati Sen

Senior Manager, Valuation & HR Advisory Services

Saswati Sen is a Senior Manager in the Valuation Services and HR Advisory Services practices at Equity Methods. Saswati leads and provides support in multiple projects focused on the valuation…

Contact me

480.428.1173

saswati.sen@equitymethods.com

Therese Sebastian, CEP

Managing Director, Valuation & HR Advisory Services

Therese Sebastian, CEP

Managing Director, Valuation & HR Advisory Services

As a Managing Director at Equity Methods, Therese supports clients with a wide variety of design, analytics, and valuation solutions for their compensation plans. Her main areas of specialization include…

Authored Insights

The Key to Engagement: Designing an ESPP to Drive Your People Strategy

Five Ways that West Coast Companies Design ESPPs

Hybrid Awards: The Next Generation of Performance-Based Equity

Equity Compensation Amid Regulation, Shareholder Activism, and Tax Reform

Contact me

480.428.3327

therese.sebastian@equitymethods.com