Valuations of Equity-Based Compensation

Business owners often issue equity-based compensation as a very effective management tool for attracting, motivating and retaining key employees.  Common forms of equity compensation include restricted stock, stock options, stock appreciation rights and profits interests.

Our appraisals have been a valuable component for the successful implementation and financial reporting compliance (ASC 718) and income tax compliance (IRC Section 409A) requirements of employee equity compensation plans and include:

• Valuations related to the initial issuance of equity securities to key employees.

• Valuations related to the repurchase of equity securities from employees upon their departure from the company.

• Annual updates of our appraisals of business enterprise value and equity value for compensation and internal planning purposes.

PDR Valuation Advisors, Inc.

3681 West Brandon Way
Doylestown, PA 18902
Telephone: (215) 489-5008
pdrvaluation@comcast.net