ComStock Advisors offers expert advice on employee benefit plans, such as Incentive Stock Option Plans (ISOs), Profit Sharing Plans, and Equity Based Compensation.
Incentive Stock Option Plans, or ISOs, are used to provide an additional incentive to employees. ISOs provide incentives to employees to grow shareholder value as the payoff is created by the increase in the company’s stock value.
ComStock Advisors provides advice regarding the valuation impact of an ISO Plan. Our services help companies determine the estimated volatility of the options and the impact of key variables, such as the number of options to be issued, the term of the option, and the strike (or exercise) price. We advise companies regarding the potential value of the benefit granted and the value implications from changes in the key assumptions.
Sponsors of these plans require valuation advice when the plans are created, and periodically thereafter, to determine the fair market value of the financial instruments. ComStock Advisors provides valuations of equity and equity-like securities for both qualified and non-qualified employee benefit plans.
Profit sharing plans that hold employer stock and have no public market for the shares require a valuation. ComStock Advisors specializes in the valuation of companies’ stock for this purpose.