Equity Consultant and Former Lead of Option Impact at Pave
Miguel Chavez is the founder of Einstein Equity, an equity and equity compensation advisory that helps companies manage equity plans on Shareworks. Previously, Miguel was a Leader at Pave and Shareworks. Miguel has helped 3,000+ VC-backed companies manage their compensation and equity programs.
Areas of Expertise
1.
Equity Plan Administration
Miguel can advise companies on effectively managing and overseeing their equity compensation plans. He can help companies update new grants, support grant acceptance, enter and track terminations, maintain stock plan exercises, track their option pool and more.
2.
Cap Table Reporting
Miguel can advise companies on maintaining accurate and up-to-date capitalization tables. He can help companies with detailed reporting, including ownership percentages, dilution impacts, and scenario analysis for future funding rounds.
3.
Stock-Based Compensation Expense
Miguel can advise companies on the accounting and reporting requirements for stock-based compensation. He can help companies accurately calculate, report, and forecast expenses related to employee stock options and other equity awards.
4.
Audit and Financial Reporting
Miguel can advise companies on preparing for and managing equity ahead of financial audits and reporting processes. Miguel can help companies ensure accuracy, value new grants, analyze modifications, conduct expense analysis, handle monthly reconciliation of equity-related accounts, forecast future stock compensation expanse, and more, prepare PBCs for audit, and interface with audit.
5.
Tax Reporting
Miguel can advise companies on managing their tax reporting obligations related to equity effectively. He can help companies with form 3291 and 1099 reporting, annual IRs reporting, including non-qualified exercises on W-2s.
6.
Shareworks Implementation Assistance
Miguel can advise companies on the integration and use of the Shareworks platform for equity management. Miguel can help companies with implementation and launch, integrating an HRIS, online payments, cleanup administration and expensing data.
7.
Participant Communication
Miguel can advise companies on developing effective communication strategies with participants in equity plans. He can help companies design clear, informative communication materials (Equity 101) specific to their plan, devise a company-specific email to answer individual participant questions, and option exercise assistance.