Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities.

At Equity Methods, we believe in the power of equity-based compensation to advance a company’s strategy. We tailor reports and the processes that produce them to your specific award type, compliance objectives, reporting requirements, and systems. Since 1998, we have assisted 29 Fortune 100 companies and over 400 clients with their most pressing equity compensation valuation and reporting challenges. From pre-grant Monte Carlo modeling for relative TSR awards to end-to-end financial reporting, we’re dedicated to bringing insight, control, and expanded capability to financial reporting.

The Equity Methods team is proud to have been rated first among financial reporting service providers for client satisfaction and loyalty in the 2020 Group Five Stock Plan Administration Benchmarking Study.

We're seeking collaborative, intellectually curious professionals for a variety of roles. Please apply online at http://www.equitymethods.com/careers.

Human Resources

Equity Methods

Equity Methods' headquarters in Scottsdale, AZ, United States

The Financial Reporting Team at Equity Methods specializes in producing tailored financial reports and processes related to equity-based compensation and complex securities. The team ensures compliance with reporting requirements, enhances reporting capabilities, and provides insights and controls from pre-grant modeling to end-to-end financial reporting. They serve a diverse client base, including numerous Fortune 100 companies, with a focus on maintaining high client satisfaction and loyalty.

Financial Reporting Team

The Valuation Team at Equity Methods specializes in providing comprehensive valuation and financial reporting services for equity compensation and complex securities. They leverage advanced modeling techniques, such as Monte Carlo simulations, to estimate the fair value of various types of equity awards. This team ensures that all valuations are compliant with relevant regulatory requirements and tailored to meet the specific needs of each client. By delivering precise and insightful analyses, the Valuation Team helps clients make informed decisions and maintain robust financial reporting practices.

Valuation Team

The Consulting Team at Equity Methods specializes in providing expert advice and tailored solutions to clients on equity compensation valuation and financial reporting. This involves utilizing advanced modeling techniques like Monte Carlo simulations for relative TSR awards, ensuring compliance with reporting requirements, and enhancing clients' financial reporting processes. Their goal is to deliver insightful, controlled, and capable financial reporting outcomes that align with clients' strategic objectives.

Consulting Team

The Leadership Team at Equity Methods, comprising the VP of Finance, Managing Director, and President & CEO, is responsible for setting the strategic direction of the company, overseeing key financial decisions, and ensuring that the firm maintains its high standards of client satisfaction and service excellence in equity compensation valuation and reporting. This team collaborates to drive growth, innovation, and operational efficiency across all departments.

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Valuation Team

Consulting Team

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