Explore how executive death and divorce impact stock holdings and equity awards from a valuation, securities law, plan administration, and tax perspective. Discover how careful planning, modeling, and drafting can be used to help mitigate common pitfalls.
Josh Schaeffer is a director and practice leader for Equity Methods’ valuation practice. Josh brings deep academic and practical experience in economics, finance, and statistics to a range of challenges including valuation and compensation. Josh works closely with finance executives across a broad range of public and private firms. He leads teams in valuing instruments and designing models for a wide array of derivative securities pertaining to compensation agreements, private companies, partnerships, earnouts, and guarantees. He also helps companies assess their median employee compensation for purposes of their CEO pay ratio calculation and assists companies with assessing pay equity among other compensation issues. Josh holds a BS in economics and math from the University of Rochester and a PhD and MBA in finance from the University of Chicago Booth School of Business.