Valuation expertise
ESOP & Employee Securities
Valuation support for employee ownership programmes, considering scheme terms, underlying equity and the specific purpose of each share-based award assessment.
An informed perspective
Employee ownership brings together company value, incentive design and the terms of an individual award. We provide valuation support for employee stock options, sweat equity and related securities. Each engagement starts by clarifying what is being valued, the relevant date and the reporting or transaction purpose the work needs to serve.
When this expertise matters.
- Employee stock option plans
- Sweat equity and employee share awards
- Underlying equity valuation
- Share-based payment valuation support
Our approach.
We review the plan documents, award terms and underlying business information before selecting an appropriate method. Where option-based techniques are relevant, the model reflects the instrument's features and the assumptions required for the engagement. We explain the relationship between the value of the underlying shares and the employee award.
A clear, useful conclusion.
The exact scope and deliverables are agreed at the outset. An engagement may include:
- Valuation of the agreed shares or awards
- Analysis of scheme terms and relevant inputs
- A report setting out methodology and assumptions
Every engagement starts with a conversation
Your next decision.
A clearer perspective.
Tell us what you’re considering.
We’ll help you understand the valuation you need.