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We provide companies of all sizes with financial reporting services for stock-based compensation.
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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

Service Leaders

Amit Tekwani

Managing Director and Financial Reporting Practice Leader

Amit Tekwani

Managing Director and Financial Reporting Practice Leader

Amit Tekwani directs the financial reporting practice at Equity Methods. He has served as a consultant in both the valuation practice and the financial reporting practice, having assisted over 150 companies…

Contact me

480.428.3325

amit.tekwani@equitymethods.com

Arjun Sathya

Director, Financial Reporting Services

Arjun Sathya

Director, Financial Reporting Services

Arjun brings a background in finance and engineering to Equity Methods’ financial reporting services. Arjun is known for his quick and accurate responses to ad hoc requests from Equity Methods clients. As an Associate Director,…

Contact me

480.428.3413

arjun.sathya@equitymethods.com

Benjamin Clow

Senior Manager, Financial Reporting Services

Benjamin Clow

Senior Manager, Financial Reporting Services

Benjamin is a Senior Manager within Equity Methods’ financial reporting group. He helps develop and execute equity compensation financial reporting solutions for some of Equity Methods largest clients, including several…

Contact me

480.428.3338

benjamin.clow@equitymethods.com

Boxian Kolb, CPA

Director, Financial Reporting Services

Boxian Kolb, CPA

Director, Financial Reporting Services

“I’m passionate about my clients.”

Boxian leads several of Equity Methods’ largest and most complex financial reporting engagements. She is passionate about her clients, and regarded within and outside the firm as an outstanding project…

Authored Insights

FASB’s Amendments to ASC 718 as per Accounting Standards Update No. 2016-09

Accounting Implications for Awards with a Change in Control, IPO or Regulatory Approval Provision that Affects Vesting

Contact me

480.428.3326

boxian.kolb@equitymethods.com

Daniel Hunninghake, CPA

Managing Director, Financial Reporting Services

Daniel Hunninghake, CPA

Managing Director, Financial Reporting Services

“The best part of my job? Working with smart, driven people — within Equity Methods and amongst our clients.” Daniel Hunninghake is a director in Equity Methods’ financial reporting practice.…

Authored Insights

The Intrepid Tax Leader

Accounting for Awards in a Business Combination

Equity Award Modifications: Connecting the Theory to Practical Cases

Get Ready for Big Changes in Deferred Tax Accounting

Equity Compensation in Corporate Transactions

Tax Accounting for Equity Compensation Awards

Tax Settlement Forecasting: The Best Response to Income Statement Volatility

Contact me

480.428.3328

daniel.hunninghake@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

Senior Manager, Valuation Services

James Lecher, CEP

Senior Manager, Valuation Services

James Lecher, CEP, is a Senior Manager 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

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

Josh Williams

Senior Manager, Financial Reporting Services

Josh Williams

Senior Manager, Financial Reporting Services

Josh Williams is a Senior Manager with Equity Methods’ financial reporting practice. In his current role, Josh oversees delivery of ongoing reporting services for a number of the firm’s clients…

Contact me

480.428.3412

joshua.williams@equitymethods.com

Matt Gabrielson

Senior Manager, Financial Reporting Services

Matt Gabrielson

Senior Manager, Financial Reporting Services

Matt is a Senior Manager within Equity Methods’ financial reporting group, where he works with both public and private companies to help solve their equity compensation problems. In his current…

Authored Insights

Expense Forecasting and Flux Analysis: Insight Beyond Compliance

Changing Stock-Based Compensation Financial Reporting Solutions: What You Need to Know

Contact me

480.269.8628

matt.gabrielson@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

Nick Faris

Senior Manager, Financial Reporting Services

Nick Faris

Senior Manager, Financial Reporting Services

Nick is a Senior Manager in the custom financial reporting group at Equity Methods, where he works with companies to help find solutions to a variety of complex equity compensation…

Contact me

480.428.3298

nicholas.faris@equitymethods.com

Radostin Kanev

Director, Financial Reporting Services

Radostin Kanev

Director, Financial Reporting Services

“It all seems impossible until it is done. Somehow, we always get it done.” As a director at Equity Methods, Radostin Kanev handles the intricacies of many of the firm’s…

Authored Insights

Equity Awards in a Spinoff: Don’t Forget About the Data

Early Adopters Report for ASU 2016-09

FASB ASC 718 Revisions Survey Results

2018 State of the Union in Equity Compensation: Finance and Accounting Track

2017 State of the Union in Equity Compensation: Finance and Accounting Track

Contact me

480.428.3334

radostin.kanev@equitymethods.com

Raenelle James

Managing Director, Financial Reporting Services

Raenelle James

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…

Authored Insights

Best Practices in 10K Disclosures for Complex Equity Awards

Spinoffs: Equity Compensation Accounting Challenges

Enough on Compliance… Now Let’s Discuss Management Accounting

Contact me

480.428.3320

raenelle.james@equitymethods.com

Siddharth Thaker

Senior Manager, Financial Reporting Services

Siddharth Thaker

Senior Manager, Financial Reporting Services

Siddharth is a Senior Manager within Equity Methods’ financial reporting group, where he helps clients with their complex equity compensation problems. In his current role, Siddharth provides ongoing reporting services…

Contact me

480.428.1180

siddharth.thaker@equitymethods.com

Takis Makridis

President & CEO

Takis Makridis

President & CEO

“It’s an honor to serve our clients. And one way to honor them is to make it easy to work with us.” Takis Makridis is responsible for the strategy, service…

Authored Insights

CEO Entry and Exit: 10 Compensation Strategies

Best Practices in Performance Goal-Setting

Converged or Deconverged: Comparing IFRS 2 and ASC 718

6 Steps to Design a Relative Total Shareholder Return Award

Total Shareholder Return: How Long Is Long Enough?

Contact me

480.428.1203

takis.makridis@equitymethods.com

Therese Sebastian, CEP

Director, Valuation & HR Advisory Services

Therese Sebastian, CEP

Director, Valuation & HR Advisory Services

As a 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 M&A…

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

Yuxi Chen, CPA

Senior Manager, Financial Reporting Services

Yuxi Chen, CPA

Senior Manager, Financial Reporting Services

Yuxi Chen is a Senior Manager in the Financial Reporting Group at Equity Methods. She works with Fortune 500 and Fortune 100 companies, specializing in recharge and tax-mobility reporting, IFRS…

Authored Insights

EPS Hot Topics for Equity Compensation

Tax Accounting for Equity Compensation Awards

Equity Compensation Reporting for Multinational Companies

Contact me

480.428.1174

yuxi.chen@equitymethods.com