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  • Reporting

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

    • Reporting Overview
    • End-to-End Financial Reporting
    • ESPP Design and Financial Reporting
    • Forecasting & Budgeting
    • International Recharge Support
    • Tax Reporting
    • M&A and Spin-Out Transactions
    • Small Plans
    • Compensation Diligence & Equity Strategy for Private Equity
  • Valuation

    Get fair value measurement and modeling for all sorts of equity-based awards and securities, whether business as usual or special circumstances.

    • Valuation Overview
    • Total Shareholder Return (TSR) Awards
    • Pay vs. Performance Valuation
    • Post-Vest Holding Periods
    • Award Modifications
    • AwardTraq
    • Complex Securities Valuation

      • Contingent Consideration (Earnouts)
      • Contingent Payouts
      • Convertible Securities
      • Equity Allocation
      • Warrants
    • Stock Options

      • Modified Awards
      • Assumed Awards
      • Private and Newly Public Companies
      • Plain Vanilla Options
    • Forfeiture Rate Analysis
    • Business 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.

    • Equity Management Overview
    • Stock Administration Support
    • Stock Administration System Changes & Financial Reporting Reconciliation
    • RFP and Vendor Evaluation Support for Stock Administration Systems
  • 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.

    • HR Advisory Overview
    • Modifications, Key Hires & Departures
    • Employee Stock Purchase Plan (ESPP) Design
    • Proxy Visualization & Quantitative Disclosure
    • Award Design & Redesign
    • Pay vs. Performance Disclosure
    • Private Company Long-Term Incentive Design
    • Participant Communication & TSR Tracking
    • Pay Equity Services
    • Clawbacks
    • Compensation Solutions for a Down Market
    • CEO Pay Ratio

      • Pay Ratio Disclosure
      • Pay Ratio Analytics
    • Compensation Diligence & Equity Strategy for Private Equity
  • Resources

    Dive into our library of publications on a wide range of stock-based compensation topics.

    • Tax Reporting for Stock-Based Compensation
    • TSR Essentials
    • Pay Equity
    • Employee Stock Purchase Plans (ESPPs)
    • CEO Pay Ratio
    • Modifications
    • Pay Versus Performance
    • Clawbacks
    • Knowledge Center
  • About Us

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

    • About Us
    • What We Do
    • Meet the Team
    • News & Events
    • Careers at Equity Methods
  • Contact Us
  • Knowledge Center
  • Careers
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  • Knowledge Center
  • Careers
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Search Results

Blog Post

Top 10 Equity Compensation Issues for 2025

It’s a new year, there’s a new administration in Washington (including a new SEC chair), and a flurry of regulation is sitting in the rear-view mirror. Uncertainty blankets the road…

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Blog Post

Private: Our Reaction to Rounds Two and Three of the SEC’s C&DIs on Pay vs. Performance

On September 27, the SEC issued a second batch of Compliance & Disclosure Interpretations (C&DIs) on pay vs. performance (PvP). Then, in a surprising turn of events, the SEC on…

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Blog Post

How the SEC’s Latest C&DIs Impact Pay vs. Performance Disclosure Practices

Updated December 1, 2023 On September 27, the SEC issued a second batch of Compliance & Disclosure Interpretations (C&DIs) on pay vs. performance (PvP). Then, in a surprising turn of…

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Blog Post

The Equity Methods Hiring Process

1. Reflect on your career goals and what’s important to you. The first step on your journey through our process starts with you. The most fruitful career exploration starts with…

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Blog Post

Valuation Update: SPAC-Related Securities

…get the numbers right for these warrants and a number of other SPAC-related securities as well. A SPAC, or blank check company, issues equity for the sole purpose of acquiring…

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Blog Post

Accounting and Valuation of SPACs

2021 has been deemed the year of the special purpose acquisition company, or SPAC. These blank check companies aimed at bringing a private company to market face a number of…

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Blog Post

Summarizing the CARES Act’s Impact on Executive and Equity Compensation

…the company, there would be no way to set a limit on go-forward compensation under the rules. However, a blank check seems unlikely in the final rules. How is compensation…

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Blog Post

Three Objections to TSR Awards (and What You Can Do About Them)

…value is even more tenuous), but their standard three-year form may not always be optimal. Wrap Up Our goal in this article has not been to provide a blanket defense…

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Campus Candidates

Careers Careers A Few Things About Us Equity Methods serves companies across the United States and around the globe from our headquarters in sunny Scottsdale, Arizona. We provide high-impact consulting…

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Blog Post

Public Reaction to ASC 718 Revisions Reveals Companies’ Strategic Priorities

…compliance challenges that have been perplexing companies for so many years. There are a few open questions companies are struggling with in regard to this proposed revision. Can a blanket…

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Services
  • Reporting
  • Valuation
  • Equity Management
  • HR Advisory
Resources
  • Modifications
  • Pay Equity
  • Knowledge Center
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