Stock-Based Compensation in an Acquisition: A Checklist of Key Considerations

A merger or acquisition has countless moving pieces. Stock-based compensation is a critical one. It requires cross-functional collaboration among HR, accounting, tax, legal, and stock plan administration as they consider their options for:

  • Information gathering and due diligence
  • Conversion treatment
  • Data administration and employee communication
  • Valuation and financial reporting

Use our checklist to help your team navigate the key considerations when assuming equity awards from an acquired company.

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