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.
Complex Securities Valuation
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.
CEO Pay Ratio
Resources
Dive into our library of publications on a wide range of stock-based compensation topics.
About Us
We’re dedicated to bringing insight, control, and expanded capability to your compensation strategy.
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
Director
Albert Orozco is a Director at Equity Methods. Albert has a long history in Equity Compensation. He started his career with ShareData in 1997 supporting Equity Edge. After ShareData was…
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Full Stack Developer, Technology and Innovation
Alejandro Nungaray is a Software Developer with Equity Methods. He has worked on a broad range of different projects that require abilities to analyze, understand, design and build web applications…
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Senior Operations Manager
Bethany Plapp is a Senior Operations Manager who has been with Equity Methods since January 2019. Bethany brings a diverse background in behavioral health and recreational event planning. She is…
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Senior Marketing Manager
Cristina Ramsey is a Senior Marketing Manager at Equity Methods. Cristina comes from a video production marketing background. She utilizes her diverse knowledge and Adobe suite skills to aid with…
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Head of Information Technology, Technology & Innovation
David Marcus is the Head of Information Technology group. He provides design, build, support and upgrade services for all the Hardware & Software used by the employees, while maintaining MSP…
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Integrated Marketing Specialist
Grant is an Integrated Marketing Specialist at Equity Methods. His work encompasses projects in both the marketing and operations spectrum, including event logistics, email communications, website and facility upkeep, as…
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Accounting Manager
Nayeli Garcia is the Accounting Manager at Equity Methods. She assists in all financial reporting and human resources functions, including month-end close, general ledger maintenance, budgeting, payroll, and tax projects.…
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Software Engineer, Technology and Innovation
Rory Martin brings his background in high-performance computing to develop code and architect solutions to increase the functionality and decrease the time it takes to run Equity Methods’ valuation and…
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Chief Technology Officer
“AI is most powerful when it’s applied responsibly and securely—helping clients navigate complex challenges with greater clarity, confidence, and trust.”
Todd Ellermann is chief technology officer at Equity Methods, where he leads the firm’s product, engineering, and IT operations. In this role, Todd is responsible for advancing technology strategy, product innovation, and potential applications of AI. He’s also responsible for enterprise security compliance…
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Senior Office Coordinator, Administration
Toni Veronese is a Senior Office Coordinator who started with Equity Methods in April 2024. With over 15 years of experience in restaurants, events, and hospitality, she assists team members…
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