David Outlaw, CEP
Managing Director, Valuation & HR Advisory Services
Reporting
We provide companies of all sizes with financial reporting services for stock-based compensation.
Valuation
Get fair value measurement and modeling for all sorts of equity-based awards and securities, whether business as usual or special circumstances.
Complex Securities Valuation
HR Advisory
Our HR advisory services provide the insight you need to improve program design, grant more equity, and tell a cleaner story in your proxy and financial statements.
CEO Pay Ratio
Resources
Dive into our library of publications on a wide range of stock-based compensation topics.
About Us
We’re dedicated to bringing insight, control, and expanded capability to your compensation strategy.
You Bring the Vision. Let AwardTraq™ Handle the Rest.
Communicate the current value of your TSR awards in a clear, compelling way.
Give participants direct access. Or, use behind the scenes within your own department.
With hundreds of moving parts, it’s all too easy for participants to view relative TSR awards as a lottery ticket. They might receive a grant, get a payout some years later, and have no idea what happened in between. There’s not much incentive in this scenario.
AwardTraq takes the agony out of tracking and reporting for your most complex, computationally intensive awards. Bring simplicity to error-prone relative TSR calculations. Easily update estimates of contingently issuable shares for ASC 260 compliance. AwardTraq can be customized to handle peer firm M&A, delistings, bankruptcies, equity restructurings, and other corporate events that influence your performance benchmarking.
Hundreds of Peer Firms.
Special Dividends, Distributions, and Stock Splits.
Non-standard TSR Definitions and Payout Matrix Designs.
contact usHandle the trickiest reporting elements with this checklist of key stock compensation questions that come up during the busiest time of the year.
Tune in to explore trends in LTIP design, case studies of novel award designs, and the expanding role of ESG in executive compensation.
Relative total shareholder return has had its share of bad press. But most of its problems are avoidable via a methodical, analytics-based design process.
The 2020 stock market was a lesson in why TSR peer groups matter. Here’s how industry factors and correlations can affect payouts for rTSR awards.
Relative total shareholder return (rTSR) is here to stay. Learn more about ways to shape and track the peer list that forms the basis of these awards.
Managing Director, Valuation & HR Advisory Services
“I’m a teacher at heart — always happy to field questions and help clients understand, whether it’s at a high level or deep in the details.” David is a managing…
Read moreGetting Your TSR Design Details Right
Design Attribute Checklist for Relative TSR Awards
Long-Term Incentive Plans: The Universe of Design Possibilities
Equity Award Modifications: Connecting the Theory to Practical Cases
Five Ways that West Coast Companies Design ESPPs
Equity Compensation in Corporate Transactions
Top 5 Performance Award Accounting Concepts for Compensation Professionals to Know
Managing Director, Valuation & HR Advisory Services
As a Managing Director at Equity Methods, Therese supports clients with a wide variety of design, analytics, and valuation solutions for their compensation plans. Her main areas of specialization include…
Read moreChief Information Officer, Technology & Innovation
Paul Leisey is responsible for the efficient and accurate productization of Equity Methods intellectual capital, which includes designing and building the automated technology processes that power end-to-end compliance solutions. Paul’s…
Read moreManaging Director, Valuation & HR Advisory Services
Managing Director, Valuation & HR Advisory Services
Chief Information Officer, Technology & Innovation
Manager, Valuation & HR Advisory Services
Managing Director
“I’m a teacher at heart — always happy to field questions and help clients understand, whether it’s at a high level or deep in the details.” David is a managing…
Read moreGetting Your TSR Design Details Right
Design Attribute Checklist for Relative TSR Awards
Long-Term Incentive Plans: The Universe of Design Possibilities
Equity Award Modifications: Connecting the Theory to Practical Cases
Five Ways that West Coast Companies Design ESPPs
Equity Compensation in Corporate Transactions
Top 5 Performance Award Accounting Concepts for Compensation Professionals to Know
As a Managing Director at Equity Methods, Therese supports clients with a wide variety of design, analytics, and valuation solutions for their compensation plans. Her main areas of specialization include…
Read morePaul Leisey is responsible for the efficient and accurate productization of Equity Methods intellectual capital, which includes designing and building the automated technology processes that power end-to-end compliance solutions. Paul’s…
Read moreJared Nielsen is a Manager with the Valuation and HR Advisory Services groups at Equity Methods. As part of the Valuation practice, he engages in valuation of equity compensation instruments…
Read moreNathan O’Connor is a Managing Director at Equity Methods, a consultancy that helps hundreds of public and private companies model, value and account for equity compensation and other complex securities.…
Read moreHighlights from the 26th Annual NASPP Conference
Tricky Equity Compensation Issues Faced by Private and Newly Public Companies
CEO Pay Ratio: 40 Frequently Asked Questions and Answers
Equilar Executive Compensation Summit 2018 Conference Roundup
What You Need to Know: Contingent Consideration (Earnouts) Valuation