The Value of Getting It Right
When your valuations are right, everything else falls into place. Benefit from:
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Faster, more predictable valuation cycles
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Confidence in audits and financial statements
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Clear insight into costs, liabilities, and future impacts
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The flexibility to pivot quickly when award terms or market conditions change
Solutions We Deliver
ASC 718 Valuation
Deliver precise fair-value measurements for RSUs, options, PSUs, SARs, and Profits Interests.
With peer benchmarking, assumption analysis, and expertise in complex award modifications, our valuations are built to satisfy both leadership and auditors.
Waterfall and Exit Scenario Modeling
Transform complex cap tables and exit scenarios into actionable insights. We model potential outcomes and participant payouts so leadership can make informed, strategic decisions that protect value.
Performance Award Fair Value Modeling
Accurately value performance-based equity with advanced modeling, including Monte Carlo simulations. Our approach ensures defensible results, transparent reporting, and alignment with your company’s metrics.
Peer Group Development
Build robust, defensible peer groups using documented, audit-ready methodologies. We provide clear, reliable data to satisfy auditors, regulators, and internal review committees.
More Than Valuation — Strategic, Defensible, Connected
Stock-based compensation valuation isn’t an isolated task. It impacts plan design, financial reporting, participant communications, and governance. We bring it all together, delivering valuations that are not only accurate and defensible but also aligned with your company’s broader equity strategy.
Our team works to the highest standards, meeting Big Four audit expectations, statutory reporting requirements, and investor due diligence.
Simplify Complex Valuations. Strengthen Every Decision.
Related Resources
Masterclass: Advanced Equity Accounting & Modifications for Volatile Markets
In this exclusive webinar, we explore the critical elements of developing a robust and adaptive equity strategy, tailored to the unique challenges faced by private companies.
Accounting for Performance Awards: An Introductory Guide for Equity Compensation Professionals
This guide is designed to help finance leaders, equity administrators, and accounting professionals understand the nuances of recognizing expense, estimating fair value, and vesting conditions for performance awards.
Understanding Volatility in Stock-Based Compensation Valuation: A Guide to ASC 718 and SEC SAB #107
Volatility is one of the key assumptions that goes into the valuation of stock-based compensation. This brief will reference literature from ASC 718, SEC Staff Accounting Bulletin #107, and Infinite Equity’s research.