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.
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.
About Us

We’re dedicated to bringing insight, control, and expanded capability to your compensation strategy.
Contact Us

Knowledge Center
Careers
Contact Us

Knowledge Center
Careers
Contact Us

About Us

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 40+ Fortune 100 companies. contact us

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

Valuation Services

Andrew Jones

Consultant, Valuation & HR Advisory Services

Andrew Jones

Consultant, Valuation & HR Advisory Services

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

Contact me

(480)-428-4652

andrew.jones@equitymethods.com

Artur Papoyan

Consultant, Valuation Services

Artur Papoyan

Consultant, Valuation Services

Artur is a Consultant in the Valuation and HR Advisory Services group at Equity Methods. In his current role, Artur provides support to team members and clients in custom valuation…

Contact me

(480) 361-6169

artur.papoyan@equitymethods.com

Clayton Nocella

Consultant, Valuation and HR Advisory Services

Clayton Nocella

Consultant, Valuation and HR Advisory Services

Clayton Nocella is a 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 or…

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

James Lecher, CEP

Associate Director, Valuation Services

James Lecher, CEP

Associate Director, Valuation Services

James Lecher, CEP, is an Associate Director in the Valuation Services Group at Equity Methods. In his role, James works with Fortune 500 clients on the valuation of various equity…

Contact me

480.428.1177

james.lecher@equitymethods.com

James Milne

Manager, Valuation Services

James Milne

Manager, Valuation Services

James Milne is a manager for Equity Methods’ valuation practice. He brings a wide variety of practical business experience to the valuation and equity compensation space. James has worked closely…

Contact me

james.milne@equitymethods.com

Jared Nielsen

Manager, Valuation & HR Advisory Services

Jared Nielsen

Manager, Valuation & HR Advisory Services

Jared Nielsen is a Manager with the Valuation and HR Advisory Services groups at Equity Methods. As part of the Valuation practice, he engages in valuation of equity compensation instruments…

Contact me

480.508.4443

jared.nielsen@equitymethods.com

Jason Buyer

Consultant, Valuation & HR Advisory Services

Jason Buyer

Consultant, Valuation & HR Advisory Services

Jason Buyer is a Consultant with Equity Methods, serving on the Valuation and HR Advisory Services teams. Jason assists clients on a range of topics, mainly focusing on the valuation…

Contact me

480.428.3414

jason.buyer@equitymethods.com

Joe Pollastrini

Senior Consultant, Valuation & HR Advisory Services

Joe Pollastrini

Senior Consultant, Valuation & HR Advisory Services

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

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

Josh Schaeffer, PhD

Managing Director, Valuation & HR Advisory Services

Josh Schaeffer, PhD

Managing Director, Valuation & HR Advisory Services

“Securities that raise capital, manage cash flow, and provide performance incentives seem insanely complicated. But they don’t have to be.” Josh Schaeffer is a managing director and practice leader for…

Authored Insights

False Positive, False Negative: Beyond the Surface of Gender Pay Equity

Economic Value Added: What You Need to Know in Anticipation of Greater Emphasis from ISS

Convertible Bridge Notes: An Introduction to Their Uses, Accounting, and Valuation Considerations

Design Features that Drive the Fair Value of a Convertible Security

Employee Terminations: Working Through the Consequences

Pay Ratio Disclosure: A Checklist of Key Considerations

Anti-Dilution Provisions in a Warrant Offering

A Crash Course in Convertible Securities

Diluted EPS for Convertible Debt Securities: A Primer

Contact me

480.428.1175

josh.schaeffer@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…

Contact me

480.428.1176

kiel.greenfield@equitymethods.com

Kyle McCall

Senior Consultant, Valuation and HR Advisory Services

Kyle McCall

Senior Consultant, Valuation and HR Advisory Services

Kyle McCall is a Senior Consultant in the Valuation and HR Advisory practices at Equity Methods. In 2017, he joined Equity Methods as an intern. Now, as a Senior Consultant,…

Contact me

480.306.8814

kyle.mccall@equitymethods.com

Maurya Atluri

Consultant, Valuation Services

Maurya Atluri

Consultant, Valuation Services

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

Contact me

+1 (480)-597-3610

maurya.atluri@equitymethods.com

Mona Pauschenwein

Consultant, Valuation & HR Advisory Services

Mona Pauschenwein

Consultant, Valuation & HR Advisory Services

Mona is a 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 accordance…

Contact me

+1 (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

Nicholas Reitter

Senior Manager, Valuation Services

Nicholas Reitter

Senior Manager, Valuation Services

Nicholas Reitter is a Senior Manager in the Valuation Services Group at Equity Methods. In this role, he works with a wide variety of clients on the valuation of equity…

Contact me

nicholas.reitter@equitymethods.com

Nikhil Guruji, FRM

Senior Consultant, Valuation Services

Nikhil Guruji, FRM

Senior Consultant, Valuation Services

Nikhil Guruji is a Senior Consultant with Equity Methods in the Valuation Services group. Nikhil has a diverse background in quantitative finance, engineering, mathematics, and programming. In his current role…

Contact me

480-306-8835

nikhil.guruji@equitymethods.com

Ritesh Bommareddy

Consultant, Valuation Services

Ritesh Bommareddy

Consultant, Valuation Services

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

Contact me

ritesh.bommareddy@equitymethods.com

Saswati Sen

Manager, Valuation & HR Advisory Services

Saswati Sen

Manager, Valuation & HR Advisory Services

Saswati Sen is a 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 of…

Contact me

480.428.1173

saswati.sen@equitymethods.com

Saumya Patodia

Consultant, Valuation & HR Advisory Services

Saumya Patodia

Consultant, Valuation & HR Advisory Services

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

Contact me

+1 (480)-590-1066

saumya.patodia@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