Putting the pieces together

Valuation, accounting and disclosure for equity vehicles

  • FAS Analysis and Recommendations
  • 123R Stock Options
    • Assumption development
    • Model Selection
    • Valuation of Awards
  • Performance Awards with Market Conditions
  • Modification of Equity Awards
  • Accounting and Reconciliation
    • Expensing, Attribution and Forfeiture
  • Tax Reporting , Reconciliation and Forfeiture
  • ESPP
  • Financial Disclosure
  • Proxy Disclosure
  • India FBR
  • Sabbatical Valuations
  • Golden Parachute Valuations (280G Calculations)
  • International Accounting
  • IFRS evaluation of converging standards
  • Pre-IPO Companies
  • Private Companies (no anticipated IPO)
  • Forecasting and Budgeting
  • Quarterly Reporting