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.
The equity administration function plays a crucial role in efficiently managing the equity incentive program, acting as the backbone of its success and maximizing its value. Organizations need an equity administration function that is strategic, collaborative, risk-oriented, employee-focused, and seamlessly integrated with all other stakeholders, comprehensively fulfilling their needs.
The equity administration program can be particularly challenging to optimally staff. Domain-specific systems knowledge, staffing shortages and imbalances, automation experience, and other factors weigh on function leaders.
contact usOur solutions improve controls, reduce the risk associated with siloed and human-dependent processes, and enhance overall efficiency by leveraging our strength in automation, best practices, and holistic expertise across finance, HR, and legal.
RFP and vendor evaluation support helps companies run a structured, defensible process for selecting a new technology provider. Equity Methods offers a uniquely informed perspective on the strengths and limitations of various stock administration systems. These insights have helped clients make a well-aligned choice that integrates smoothly with payroll, human resources, and financial reporting systems.
We manage the reconciliation process from start to finish, providing clarity around differences in calculation method, analyzing variance drivers, converting report formats, and more.
This article offers compensation leaders practical guidance for transforming their equity administration function into a driver of organizational excellence.
Launching an ESPP touches payroll, legal, treasury, accounting, and HR at once. This piece covers the design decisions, legal groundwork, and system integrations that determine whether it runs smoothly.
IPO prep often overlooks equity administration. We break down five operational challenges, from recapitalization events to lockup releases, that can trip up a smooth transition.
Managing Director, Financial Reporting Services
Arjun is a Managing Director in Equity Methods’ Financial Reporting and Equity Management practice group, where he leads engagements for clients ranging from small private firms to Fortune 500 corporations.…
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Managing Director, Financial Reporting Services
“I love working with clients and tackling their challenges head on. There’s nothing more satisfying than knowing we’ve developed solutions that make their lives easier.” Raenelle James is a managing…
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Director, Equity Management Services
Elizabeth Dodge, CEP is a Director in Equity Methods’ Equity Management Services practice. The founder of Equity Plan Solutions, LLC, a highly respected stock administration boutique, Elizabeth became part of…
Read more Managing Director, Financial Reporting Services
Managing Director, Financial Reporting Services
Director, Equity Management Services
Senior Manager, Financial Reporting Services
Arjun is a Managing Director in Equity Methods’ Financial Reporting and Equity Management practice group, where he leads engagements for clients ranging from small private firms to Fortune 500 corporations.…
Read more
“I love working with clients and tackling their challenges head on. There’s nothing more satisfying than knowing we’ve developed solutions that make their lives easier.” Raenelle James is a managing…
Read more
Elizabeth Dodge, CEP is a Director in Equity Methods’ Equity Management Services practice. The founder of Equity Plan Solutions, LLC, a highly respected stock administration boutique, Elizabeth became part of…
Read more
Jeff Kunkel works as a Senior Manager in the Financial Reporting Services group at Equity Methods, delivering accurate, data-rich reports that exceed client needs. Jeff enjoys identifying client issues and…
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