Infinite Equity

Unlock the Full Potential of Your Equity Program??? Empower your employees and streamline equity management with Infinite Equity’s innovative tools. Join us on December 10th at 11:00 AM PT / 2:00 PM ET for a 30-minute live demo to see how you can: ? Empower your participants to confidently select their equity awards through an intuitive interface, real-time modeling, and automated communication through MyEquityChoice. ?? Enable participants to make informed decisions by modeling pre- and post-exchange values through MyOptionExchange. ? Equip your employees to take action with more transparency during critical moments like liquidity events and IPOs through MyStockMarketplace. Don’t miss your opportunity to see how Infinite Equity’s tools can revolutionize your equity compensation program, enhance value for employees, and drive efficiency for your teams in this exclusive webinar led by Jon Burg and Robyn Shutak, CEP, FGE, NDEF. Your equity program’s next evolution is here—save your spot today! https://lnkd.in/g-tM9xym #livedemo #equitycompensation #infiniteequity #technology #webinar

Infinite Equity is thrilled to partner with Corpora, a digital 83(b) election services leader. "Through our partnership, we’re combining top advisory with innovative tools to elevate equity compensation,” said Robyn Shutak, CEP, FGE, NDEF Partner at Infinite Equity. Corpora’s CEO, Stepan Khzrtian added, “This partnership delivers unmatched value for companies navigating equity compensation complexities.” Stay tuned for more updates!

??? Attention Companies with Teams in Israel????? ?? ? ?Big changes are coming to equity compensation reporting! Starting January 2025, new rules from the Israel Tax Authority will transform how stock allocation plans are reported. Key updates include:? ?? Mandatory online reporting?? ???Quarterly & annual reporting requirements?? ??Comprehensive plan questionnaires?? ?? Increased regulatory oversight? Non-compliance risks employee tax benefits under Section 102 and exposes your company to audits and delays.? Stay ahead of the curve. Read our latest blog for actionable guidance on navigating these changes: https://lnkd.in/eZk2Bqcu #globalcompliance #israel #infiniteequity

In this episode of Talking with Terry, Terry Adamson, FGE, CEP continues his conversation with Robyn Shutak, CEP, FGE, NDEF to dive deeper into choice programs and how they empower employees by giving them flexibility in their equity compensation. From 401(k)s to Employee Stock Purchase Plans, offering choice is not just a benefit—it’s a strategic tool for driving engagement and retention. Don’t miss out on this insightful discussion on the growing trend of incorporating choice into equity programs and how your company can benefit. #employeechoiceprograms #infiniteequity #talkingwithterry

Infinite Equity is thrilled to announce the appointment of Travis Chamberlain as Managing Director. With over 25 years of experience in valuation and financial consulting, Travis joins Infinite Equity to further strengthen our valuation expertise and client service across various industries, with a notable focus on the technology sector.? ?? Travis’s deep knowledge in business valuations, intangible assets, derivatives, and securities in complex capital structures aligns perfectly with Infinite Equity’s commitment to providing advanced, insightful advisory services. Throughout his distinguished career, he has led valuation projects for purposes including financial reporting, tax, mergers and acquisitions, private equity investment, IPO readiness, and capital budgeting.? ?? A nationally recognized leader in valuation, Travis frequently speaks at industry conferences and professional organizations, and has authored numerous articles for leading journals. He served on the AICPA Task Force that drafted the *Practice Guide for Determining Fair Value of Portfolio Company Investments of Venture Capital and Private Equity Firms and Other Investment Companies*. Additionally, he served as a Subject Matter Expert on the Appraisal Practices Board’s panel for Valuing Contingent Consideration and is currently contributing to the AICPA Task Force responsible for drafting and updating the *Practice Guide for Valuation of Privately-Held-Company Equity Securities Issued as Compensation*.? ?? We are honored to welcome Travis Chamberlain as Managing Director,” said Daniel D. Coleman, Partner at Infinite Equity. “His vast expertise and leadership in the field of valuation, particularly within complex financial structures and the tech industry, will be instrumental as we continue to drive value for our clients.”? ?? Travis holds a degree in Accounting from Ball State University, is an Accredited Senior Appraiser (ASA) by the American Society of Appraisers, a licensed CPA, and holds the Accredited in Business Valuation (ABV) credential from the AICPA.? ?? Please join us in welcoming Travis to Infinite Equity. His experience and insights will be invaluable as we pursue our mission to deliver unmatched valuation and consulting solutions.? ?? For more information about Infinite Equity and its services, visit?https://lnkd.in/ek9-Hyxp.?

Are you a public company executive puzzled by stock ownership guidelines? From the nuances of unvested RSUs to the specifics of hardship exemptions, our blog elucidates 5 essential tips for seamless compliance and stronger shareholder synergy. Discover more by clicking the link below: https://lnkd.in/eebpRMSb #stockownership #equitycompensation #infiniteequity

We’re thrilled to welcome four talented professionals to the Infinite Equity family! Please join us in celebrating the arrival of: ?? Leann Aguilera (Heng), MBA?- Senior Consultant, Plan Design ?? Stacy Tracey, CEP?- Senior Stock Plan Administrator ?? Kelsey Fisher?- Senior Associate Stock Plan Administrator ?? Erin Avery?- Associate Stock Plan Administrator We’re excited to have Leann, Stacy, Kelsey, and Erin onboard, each adding to our commitment to providing top-tier service to our clients. Welcome to the team! ?? #welcome #team #infiniteequity

Last week, 14 members of our team traveled from across the country Denver, Colorado, for a transformative leadership meeting. Against the backdrop of snowy landscapes, we dedicated two days to strategic discussions, aligning on key priorities, and setting ambitious goals that will shape our path forward. We are incredibly grateful to Ryan Ross, CEP, FGE and his wife for graciously hosting our team at their home for a memorable dinner crafted by a local chef—a perfect close to our productive and inspiring sessions. #infiniteequity

Relative TSR Modifier Programs are designed to align executive incentives with shareholder value creation, and by considering various factors, companies can implement effective programs that drive performance. Take a more detailed look at the considerations and accounting implications of TSR Modifier Programs in our latest article, linked below. https://lnkd.in/eahtxWTw #relativetsr #equitycompensation #modifierprograms #totalshareholderreturn #tsrmodifierprograms

Did you know that viewers retain 95% of a video’s message compared to just 10% from reading text? With video traffic projected to constitute 80% of all mobile data traffic by 2025, video is an indispensable tool for modern communication. Learn how you can use videos to simplify complex concepts like ESPP taxation and performance awards. Ultimately ensuring that your employees understand and appreciate their equity plans. Explore more here? https://lnkd.in/gqVcqdsY #videoeducation #participantcommunication #employeeeducation