Equity Compensation
Drive performance with equity compensation
How does equity compensation drive performance?
When you are ready to bring your business to the next level, aligning your management team with shareholder objectives is critical. Developing executive compensation plans that include employee stock options, restricted stock, phantom stock, profit interests, and other equity compensation can be a very effective management tool. APEX Financial Services can help top performers fairly share in the successful results and drive them to treat the business as their own.
Fairness is critical for success.
All stakeholders, from the plan participants, shareholders, auditors, tax preparers, even the IRS, need to have confidence that the business values and share prices included in executive compensation plans are determined independently, objectively, and fairly. Adhering to the requirements of ASC 718 for financial reporting and IRS Sec. 409 for tax reporting is critical. APEX Financial Services regularly provides Fair Market Value and Fair Value opinions in which all stakeholders can have confidence.
Take stock of your stock options.
Many businesses, from early start-ups to large private and public companies, utilize stock options, restricted stock, and various other forms of equity as part of their overall compensation package. Quality valuation of the various components in equity compensation plans is essential to maximizing employee incentives and the business shareholders’ return on its investment. Still, each Company’s plan and situation is unique. Contact us today to discuss your specific goals, objectives and needs.
Need Help?
We can help you value equity compensation based on your specific business or need.
Complex valuations made simple.
APEX professionals value securities of companies with both simple and complex capital structures with cutting-edge financial appraisal techniques such as Monte Carlo simulations, bi-nominal lattice models, option-pricing models, and probability weighted outcome analyses.
Multiple layers of preferred stock
Convertible debt and equity securities
Options and warrants
Envision strategic alignment.
Strategic alignment of interests among company leadership, employees, and shareholders can be a challenge. APEX has a proven track record of guiding investors, directors, and managers to achieve their dual goals of motivating employees and ensuring shareholders are treated fairly.
Tax and Financial reporting made easy.
Further, APEX can help you remain compliant with IRS 409A regulations and ASC 718 financial reporting requirements.