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About Us * About Us * What We Do * Meet the Team * News & Events * Careers * Contact Us * Knowledge Center * Careers * Contact Us * Knowledge Center * Careers * Contact Us Search STOCK COMPENSATION SOLUTIONS FOR A COMPLEX WORLD. From the most sensitive transactions to ongoing execution, we help leading companies make their stock compensation programs work better. Learn About Our Services Visit Our Knowledge Center TRENDING mimoWebcast Equity Award Modifications in the Real World articleBlog Post Clawbacks: Updates From the Field articleBlog Post A Tale of Two Views: Opportunities and Challenges for Compensation in 2024 descriptionIssue Brief Demystifying the DLOM: Discounts for Lack of Marketability for Post-Vest Holding Requirements BOLD IDEAS. FLEXIBLE SOLUTIONS. REPORTING Equity Methods provides financial reporting services for stock-based compensation to companies large and small. Our clients range from multiple Fortune 50 companies with hundreds of thousands of participants to small… About Reporting VALUATION Equity Methods provides businesses with fair value measurement and modeling for all sorts of equity-based awards and complex financial instruments,… About Valuation HR ADVISORY Equity compensation is in the midst of a sea change. Scrutiny is high from inside and out, and companies need… About HR Advisory FEATURED INSIGHTS Dive Into Our Knowledge Center: Discover Industry Insights and Articles descriptionIssue Brief DEMYSTIFYING THE DLOM: DISCOUNTS FOR LACK OF MARKETABILITY FOR POST-VEST HOLDING REQUIREMENTS Explore how and why post-vest holding requirements are built into a compensation program, when a valuation discount for lack of marketability is allowed, and some commonly accepted ways to estimate a discount. Read More articleNews & Events DAVID OUTLAW COAUTHORS PAPER ON EQUITY GRANT PROCEDURES David Outlaw recently coauthored an article with White & Case LLP titled “Equity Grant Procedures and Guidelines for the Granting of Equity Awards.” He offers practical guidelines and procedures to… Read More articleBlog Post THE TIMES THEY ARE A-CHANGIN’: PAY EQUITY AND COHORTS DURING TURBULENT ECONOMIC TIMES A turbulent labor market can throw a serious wrench into attempts to achieve pay equity. Here’s why, and how to isolate key areas of concern. Read More mimoWebcast MARKET AND PERFORMANCE AWARD ACCOUNTING BEST PRACTICES Join us as we unpack the accounting treatment and financial reporting process implications for market and performance awards. This webcast will cover the basics all the way through advanced topics. Whether you’re new to ASC 718 financial reporting or a longtime pro, be sure to sign up for this important discussion. Watch Now articleBlog Post HOW THE SEC’S LATEST C&DIS IMPACT PAY VS. PERFORMANCE DISCLOSURE PRACTICES On September 27, the SEC issued a second batch of C&DIs on pay vs. performance. Then, on November 21, the SEC modified certain C&DIs from both its September 27 and February 10 releases. We summarize each interpretation provided by the SEC and share our reactions. Read More articleBlog Post 7 FREQUENTLY ASKED QUESTIONS ON OPTION EXCHANGE PROGRAM DESIGN Discover some of the key trends and best practices from our data and experience shepherding clients through the option exchange process. Read More articleBlog Post DISAGGREGATING FASB’S PROPOSED INCOME STATEMENT DISCLOSURE UPDATE Learn about the FASB’s proposed income statement disclosure update, including next steps and how you can begin preparing. Read More mimoWebcast STOCK COMPENSATION UNDER THE MAGNIFYING GLASS Stock compensation is coming under the magnifying glass from multiple vantage points in response to investors, analysts, and governance agencies pressing for more detailed reporting. Join us as we explore various tailwinds prompting expanded disclosure and scrutiny of stock compensation. Watch Now articleBlog Post RE-VIEWS AND RE-VISIONS: EVALUATING CHANGES TO YOUR RETIREMENT ELIGIBILITY (RE) PROVISIONS Explore three critical decision points to expect as you review the retirement eligibility provisions of your equity plans. Read More mimoWebcast CLAWBACKS: READY, COMPLY, EXECUTE By December 1, 2023, virtually all listed companies in the US must have an SEC-compliant clawback policy approved by their board and in operation. Join us as we unpack the new clawback rule and how companies should both prepare and take action in the unlikely and unfortunate event of an accounting restatement. Watch Now mimoWebcast STOCK COMPENSATION DISCLOSURES: LINKING THEORY, RULES, AND BEST PRACTICES Across annual and quarterly financial reports, current reports (8-Ks), and the proxy statement, disclosures tell stories about numerous aspects of an award from the grant date through the final settlement date. Join us as we unpack the key disclosure rules and help you avoid the most common pitfalls. Watch Now mimoWebcast INCENTIVE DESIGN TRENDS AND PREDICTIONS FOR 2024 As award design season kicks off, join us to take stock of incentive design trends from 2023 and predictions for 2024. Drawing from our hand-collected database of S&P 500 proxy disclosures, we’ll look at recent trends in award vehicles, metrics, structures, and more, then unpack the implications for 2024. Watch Now articleMedia EQUITY METHODS – ASU 2023-07 IMPACT ON SEGMENT REPORTING FOR EQUITY COMPENSATION Read More descriptionIssue Brief DEMYSTIFYING THE DLOM: DISCOUNTS FOR LACK OF MARKETABILITY FOR POST-VEST HOLDING REQUIREMENTS Explore how and why post-vest holding requirements are built into a compensation program, when a valuation discount for lack of marketability is allowed, and some commonly accepted ways to estimate a discount. Read More articleNews & Events DAVID OUTLAW COAUTHORS PAPER ON EQUITY GRANT PROCEDURES David Outlaw recently coauthored an article with White & Case LLP titled “Equity Grant Procedures and Guidelines for the Granting of Equity Awards.” He offers practical guidelines and procedures to… Read More articleBlog Post THE TIMES THEY ARE A-CHANGIN’: PAY EQUITY AND COHORTS DURING TURBULENT ECONOMIC TIMES A turbulent labor market can throw a serious wrench into attempts to achieve pay equity. Here’s why, and how to isolate key areas of concern. Read More mimoWebcast MARKET AND PERFORMANCE AWARD ACCOUNTING BEST PRACTICES Join us as we unpack the accounting treatment and financial reporting process implications for market and performance awards. This webcast will cover the basics all the way through advanced topics. Whether you’re new to ASC 718 financial reporting or a longtime pro, be sure to sign up for this important discussion. Watch Now articleBlog Post HOW THE SEC’S LATEST C&DIS IMPACT PAY VS. PERFORMANCE DISCLOSURE PRACTICES On September 27, the SEC issued a second batch of C&DIs on pay vs. performance. Then, on November 21, the SEC modified certain C&DIs from both its September 27 and February 10 releases. We summarize each interpretation provided by the SEC and share our reactions. Read More articleBlog Post 7 FREQUENTLY ASKED QUESTIONS ON OPTION EXCHANGE PROGRAM DESIGN Discover some of the key trends and best practices from our data and experience shepherding clients through the option exchange process. Read More articleBlog Post DISAGGREGATING FASB’S PROPOSED INCOME STATEMENT DISCLOSURE UPDATE Learn about the FASB’s proposed income statement disclosure update, including next steps and how you can begin preparing. Read More mimoWebcast STOCK COMPENSATION UNDER THE MAGNIFYING GLASS Stock compensation is coming under the magnifying glass from multiple vantage points in response to investors, analysts, and governance agencies pressing for more detailed reporting. Join us as we explore various tailwinds prompting expanded disclosure and scrutiny of stock compensation. Watch Now articleBlog Post RE-VIEWS AND RE-VISIONS: EVALUATING CHANGES TO YOUR RETIREMENT ELIGIBILITY (RE) PROVISIONS Explore three critical decision points to expect as you review the retirement eligibility provisions of your equity plans. Read More mimoWebcast CLAWBACKS: READY, COMPLY, EXECUTE By December 1, 2023, virtually all listed companies in the US must have an SEC-compliant clawback policy approved by their board and in operation. Join us as we unpack the new clawback rule and how companies should both prepare and take action in the unlikely and unfortunate event of an accounting restatement. Watch Now mimoWebcast STOCK COMPENSATION DISCLOSURES: LINKING THEORY, RULES, AND BEST PRACTICES Across annual and quarterly financial reports, current reports (8-Ks), and the proxy statement, disclosures tell stories about numerous aspects of an award from the grant date through the final settlement date. Join us as we unpack the key disclosure rules and help you avoid the most common pitfalls. Watch Now mimoWebcast INCENTIVE DESIGN TRENDS AND PREDICTIONS FOR 2024 As award design season kicks off, join us to take stock of incentive design trends from 2023 and predictions for 2024. Drawing from our hand-collected database of S&P 500 proxy disclosures, we’ll look at recent trends in award vehicles, metrics, structures, and more, then unpack the implications for 2024. Watch Now articleMedia EQUITY METHODS – ASU 2023-07 IMPACT ON SEGMENT REPORTING FOR EQUITY COMPENSATION Read More descriptionIssue Brief DEMYSTIFYING THE DLOM: DISCOUNTS FOR LACK OF MARKETABILITY FOR POST-VEST HOLDING REQUIREMENTS Explore how and why post-vest holding requirements are built into a compensation program, when a valuation discount for lack of marketability is allowed, and some commonly accepted ways to estimate a discount. Read More See all insights EQUITY AWARD MODIFICATIONS IN THE REAL WORLD Companies modify equity awards for a multitude of reasons, from macroeconomic headwinds affecting an entire industry to circumstances unique to an individual employee. With modifications on the rise, join us for this foundational look at the underlying accounting theory and triggers of complexity in practice. WATCH THE REPLAY > 2024 STATE OF THE UNION IN EQUITY COMPENSATION In this popular webcast, we step back and look at themes we expect to shape the upcoming year. We work through regulatory changes, macroeconomic circumstances, trends in company strategy, and more. Join our annual State of the Union webcast on March 7, now in its 12th consecutive year. WATCH THE REPLAY > THE MANY MEASURES OF STOCK PLAN DILUTION Explore seven different lenses – each of them valid – through which companies can view their equity plan dilution. READ MORE > PAY EQUITY FAQ BOOKLET Pay equity is a critical component of any diversity, equity, and inclusion (DEI) platform. We spent the greater part of a year composing a detailed pay equity booklet capturing common questions and sharing our perspectives. REQUEST THE BOOKLET > CAREERS AT EQUITY METHODS Are you a high-energy, high-commitment professional looking for a career opportunity with a growing company? Check out our Careers site and if you like what you see, we encourage you to submit your application. Our hiring managers will reach out to you if they think that EM could be a good fit. LEARN MORE > > “You can be a leader simply by having an idea and being ready to make it > happen.” > > Therese Sebastian, Valuation & HR Advisory Services NEWS & EVENTS View All News & Events articleNews & Events DAVID OUTLAW COAUTHORS PAPER ON EQUITY GRANT PROCEDURES Read More newsNews CEPI ADVISORY BOARD SELECTS NATHAN O’CONNOR FROM EQUITY METHODS AS CHAIRMAN Read More newsNews UPWORK FRAUD ALERT Read More newsNews EQUITY METHODS SPONSORS MICROSOFT EXCEL COLLEGIATE CHALLENGE 2023 Read More articleNews & Events SEE EQUITY METHODS AT WORLDATWORK TOTAL REWARDS ’24 CONFERENCE Read More groupsConference MARK YOUR CALENDARS FOR EQUILAR’S EXECUTIVE COMPENSATION SUMMIT Read More articleNews & Events DAVID OUTLAW COAUTHORS PAPER ON EQUITY GRANT PROCEDURES Read More newsNews CEPI ADVISORY BOARD SELECTS NATHAN O’CONNOR FROM EQUITY METHODS AS CHAIRMAN Read More newsNews UPWORK FRAUD ALERT Read More newsNews EQUITY METHODS SPONSORS MICROSOFT EXCEL COLLEGIATE CHALLENGE 2023 Read More articleNews & Events SEE EQUITY METHODS AT WORLDATWORK TOTAL REWARDS ’24 CONFERENCE Read More groupsConference MARK YOUR CALENDARS FOR EQUILAR’S EXECUTIVE COMPENSATION SUMMIT Read More articleNews & Events DAVID OUTLAW COAUTHORS PAPER ON EQUITY GRANT PROCEDURES Read More newsNews CEPI ADVISORY BOARD SELECTS NATHAN O’CONNOR FROM EQUITY METHODS AS CHAIRMAN Read More Subscribe to Our Newsletter Hear more from Equity Methods: Your trusted partner in equity compensation excellence. 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