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.