What We Deliver
Comprehensive 280G Analysis
Protect deal economics and avoid IRS surprises with clear, defensible parachute calculations. Every disqualified individual is covered, with thresholds and tax implications modeled to eliminate guesswork and risk.
Equity Compensation Expertise
Navigate equity acceleration with confidence. Our valuations align with IRS methodologies, support fair executive treatment, and deliver outputs your auditors and advisors can trust.
Strategic Deal Support
Keep transactions on track with smart scenario modeling, payout optimizations that preserve optics and value, and disclosure-ready deliverables — from termination tables to shareholder approvals.
The Precision Every M&A Deal Demands
When executive pay and equity structures are under the microscope, there’s no room for error.
Gain Expert Guidance
Navigate IRS rules and complex equity structures with confidence — every calculation backed by deep technical expertise.
Ensure Defensible Documentation
Reports and analyses built to withstand the toughest scrutiny from auditors, regulators, and boards.
Accelerate Critical Timelines
Streamlined processes mean accurate results delivered on time, reducing delays and stress during critical deal windows.
Protect Deal Value
Preserve tax deductions, avoid penalties, and keep transactions moving forward smoothly.
Ready to Navigate Your Next Transaction?
Related Resources
Access practical insights on accounting rules and valuation drivers that influence executive pay, equity awards, and deal outcomes.
How Rising Interest Rates Affect Equity Compensation Valuations
While interest rates are one of the key drivers of financial markets, how much do they impact the valuation of equity awards? In this article, we’ll explore how interest rates impact the valuation of stock options (calls), PSUs (based on relative total shareholder return), and RSUs.
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.