Navigate the Changing Regulatory Environment
Despite equity’s many benefits, it also presents challenges. Particularly when it comes time to administer and report this benefit in an ever-evolving accounting and regulatory environment. Equity compensation accounting and reporting rules can be highly nuanced, requiring special expertise that many companies find impractical to maintain in-house.
Infinite Equity is here to bring automation, control, and efficiency to even the toughest cases.
With deep experience across all equity vehicles, including:
- stock options,
- restricted stock awards and units,
- appreciation rights, and
- employee stock purchase programs
Infinite Equity offers a truly end-to-end solution, benefiting companies who offer equity to their employees.
Our Solutions
Our team of experts provide a wide-range of reporting solutions for all award types, requirements, and administration systems.
![IE_Icons_Financial Reporting IE_Icons_Financial Reporting](https://infiniteequity.com/wp-content/uploads/2023/01/IE_Icons_Financial-Reporting.png)
Outsourced Financial Reporting
Infinite Equity can support reporting requirements with a fully outsourced approach covering all types of awards and unique provisions. Solutions are designed to support your expense, tax, earnings per share, and disclosure needs.
![IE_Icons_ESPP Reporting IE_Icons_ESPP Reporting](https://infiniteequity.com/wp-content/uploads/2023/01/IE_Icons_ESPP-Reporting.png)
ESPP Reporting
Reporting for Employee Stock Purchase Plans can be complex and data intensive, and it’s often not fully supported by administrative systems. Infinite Equity offers a range of fully compliant, sustainable ESPP reporting solutions.
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Award Modification
Modification of existing awards is common and can range from basic (e.g., accelerations, extension of exercise periods, and performance goal adjustments) to the more complex (e.g., re-pricing and exchange of underwater options). Infinite Equity’s support includes determining the accounting treatment, calculating the fair value and incremental expense, a signed report, and audit support.
![IE_Icons_Transactional Support IE_Icons_Transactional Support](https://infiniteequity.com/wp-content/uploads/2023/01/IE_Icons_Transactional-Support.png)
Transactional Support for M&A and Spin-Offs
Infinite Equity offers custom solutions for companies involved in M&A or spin-off transactions.
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Reporting System Conversion
Changing administration systems or migrating from spreadsheets is challenging and can have a material impact on financial statements. Infinite Equity combines accounting expertise with knowledge of the most prevalent administrative systems to assist companies through conversion.
![IE_Icons_Award Design IE_Icons_Award Design](https://infiniteequity.com/wp-content/uploads/2023/01/IE_Icons_Award-Design.png)
Award Design
Infinite Equity enables companies to expertly navigate award design with comprehensive understanding of accounting implications to ensure success and avoid grant date “surprises.”
![IE_Icons_Peer Group Development IE_Icons_Peer Group Development](https://infiniteequity.com/wp-content/uploads/2023/01/IE_Icons_Peer-Group-Development.png)
Peer Group Development
Companies may need to establish a peer group to develop valuation assumptions. Infinite Equity recommends an appropriate industry peer group by considering critical factors.
![IE_Icons_Assumption Selection IE_Icons_Assumption Selection](https://infiniteequity.com/wp-content/uploads/2023/01/IE_Icons_Assumption-Selection.png)
Assumption Selection
Companies need defensible and auditable assumptions within their valuation models. Infinite Equity examines available sources and methodologies to determine a recommended approach for each assumption.
![IE_Icons_Fair Value Estimate IE_Icons_Fair Value Estimate](https://infiniteequity.com/wp-content/uploads/2023/01/IE_Icons_Fair-Value-Estimate.png)
Fair Value Estimation
Infinite Equity calculates the fair value of your equity award after selecting the appropriate valuation model (Black-Scholes, Binomial, Monte Carlo, etc.).
![IE_Icons_Auditable Reports IE_Icons_Auditable Reports](https://infiniteequity.com/wp-content/uploads/2023/01/IE_Icons_Auditable-Reports.png)
Auditable Reports
Infinite Equity delivers certified reports and will walk your audit team through the analysis and results to ensure complete sign-off.
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Disclosure Visualization
Infinite Equity provides visibility of the award design’s impact on financial disclosure, including the Summary Comp Table and eventual realized and realizable pay illustrations.