Whether a one-time event is planned far in advance like a merger or acquisition or sprung upon you like a resignation of a key executive, these events often have an impact on equity awards. The effect of these events varies depending on the award's plan documents and require thoughtful analysis and calculation. Allow our experience to help you from the smallest modification to the largest business combination, and everything in between, and ensure that your financials and disclosures are appropriately displaying the business impact of one-time events.
From the modification of one award, to option exchanges or repricings, to monumental corporate transactions, Aon's Equity Services team has expertise on all things equity to make these one-time events as simple as possible.
Our common services for one-time events include:
No matter how large or small the one-time event is, our team of valuation, accounting, governance and tax experts is ready to help make it as painless as possible.
One of the key, yet often neglected, items in any corporate transaction is determining the treatment of outstanding employee equity awards. The strategic question is how a company "fairly" treats employees' equity awards to meet corporate objectives while avoiding an administrative nightmare. Aon's Equity Services team works with top finance and human resources leaders at companies to assist in all steps of the corporate transaction lifecycle.
We provide a full suite of advisory services covering:
Corporate transactions are already very stressful to all of those involved. Our ability to provide insight from a compensation philosophy, financial theory, and governance point-of-view will assist any company navigating a corporate transaction with thinking holistically through every decision.
Part of navigating a corporate transaction is determining if the executive team has an excise tax exposure under IRC 280G and 4999. A clear understanding of the liabilities and potential loss of corporate tax deductions that occur as a result of the transaction is important to the acquiring company.
Our team of experts can assist you in navigating this exposure by:
Our team also produces annual tally sheets for board meetings and the proxy termination tables under Potential Payments Upon Termination or Change in Control. Being a full-service firm allows us to address this situation (and more) holistically with experts in corporate governance, equity compensation, executive compensation and health & welfare benefits.
Let us know how we can help and a member of our team will be in touch shortly.
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