Covers
- Option pricing inputs for each grant date
- Breakpoint analysis across share classes
- Discount for lack of marketability analysis
Valuation Services
Equity awards have to be expensed and the inputs are unclear
Stock options and other equity awards need grant-date fair value inputs, and a private company with more than one share class needs a breakpoint view before any of that works.
Analysis support only. We do not issue formal valuations.
Book a callWhat's included
- Option pricing analysis for each grant date
- Breakpoint analysis across share classes
- Discount for lack of marketability analysis
- Inputs and workpapers for the valuation firm or finance team
How it runs
How it's priced: Hourly or weekly capacity
Collect the cap table and grants
We start from the capitalization table, the grant schedule and the plan documents.
Build the inputs
Option pricing, breakpoint and marketability analysis for each grant date.
Hand over
The valuation firm or finance team reviews the inputs and records the expense.
How we keep you updated
- A written status note every week, and a call when something needs one
- You review the draft before anyone else sees it
- A call before findings are shared
- Findings that affect price come with one clear recommendation
What it covers, and what it does not
Does not cover
- The fair value conclusion or any formal valuation: the valuation firm or finance team that records it
- Tax valuations of common stock: a tax valuation provider
Who it's for
At EY I built option pricing, breakpoint and marketability analyses on private company equity. Here that work supports the accounting for equity awards. Tax valuations of common stock are not part of this service.
Sushil Krishnan (Soosh), Founder
More in Valuation Services
Ready to talk through the engagement
A short intro call to see if this is the right work.