Equity Compensation

Select Engagements
  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

  • IRC 409A / ASC 718
    Valuation Client

Ask the expert
Contact Mark Gehrig for more information on Equity Compensation

Chartwell provides valuation services to companies with equity-based incentive or compensation plans, including those with complex capital structures.

Many of these compensation plans are subject to IRC §409A or ASC 718 requirements.  We work with privately held and early-stage/emerging companies that offer employee share purchase plans, stock options, stock appreciation rights (SARs), and restricted shares.  Chartwell’s experience and analytical sophistication deliver a work product designed to withstand audit, IRS, and SEC review as well as the scrutiny of acquirers and sellers in M&A transactions.

Ability - EQ

IRC 409A / ASC 718
Valuation Client

Amphora - EQ

IRC 409A / ASC 718
Valuation Client

Cymbet - EQ

IRC 409A / ASC 718
Valuation Client

Enobia - EQ

IRC 409A / ASC 718
Valuation Client

Holaira - EQ

IRC 409A / ASC 718
Valuation Client

Inspire - EQ

IRC 409A / ASC 718
Valuation Client

JAMF - EQ

IRC 409A / ASC 718
Valuation Client

Jobs2Web - EQ

IRC 409A / ASC 718
Valuation Client

Lutonix - EQ

IRC 409A / ASC 718
Valuation Client

NxThera - EQ

IRC 409A / ASC 718
Valuation Client

Phraxis - EQ

IRC 409A / ASC 718
Valuation Client

Redstone - EQ

IRC 409A / ASC 718
Valuation Client

RTS - EQ

IRC 409A / ASC 718
Valuation Client

Scoular - EQ

IRC 409A / ASC 718
Valuation Client

Verisae - EQ

IRC 409A / ASC 718
Valuation Client

WEG - EQ

IRC 409A / ASC 718
Valuation Client

Zyga - EQ

IRC 409A / ASC 718
Valuation Client

Mark Gehrig, CFA, ASA, CBA

Mark Gehrig, CFA, ASA, CBA
Managing Director

PRESENT POSITION

Mark leads Chartwell’s Financial Reporting and Estate & Gift Tax practices.  He specializes in the appraisal of businesses, fractional equity ownership interests, intangible assets, intellectual property, and other financial assets.  He provides appraisal services for purposes of tax and financial statement reporting, and transactional and internal management planning functions.  Notable among these are gift and estate tax, ASC 805, ASC 350, buy-sell agreements, dissenting shareholder actions, entity conversion, condemnation, and projects arising from various regulatory requirements. 

 

MEMBERSHIPS AND DESIGNATIONS

Mark holds several appraisal-related designations, including Chartered Financial Analyst (CFA), Accredited Senior Appraiser (ASA), and Certified Business Appraiser (CBA).  He is a member of the CFA Institute, the CFA Society of Minnesota, and the Association for Corporate Growth.  He serves on the professional responsibility committee board of the Institute of Business Appraisers, and is a past president of the Twin Cities Chapter of the American Society of Appraisers.  Mark has testified in both federal tax court and Minnesota state court.  He has also served as a court-appointed neutral appraiser and regularly serves on dispute resolution appraisal panels.

 

PRIOR EXPERIENCE AND EDUCATION

Prior to joining Chartwell, Mark was a Director and practice leader of the valuation services group of Grant Thornton LLP in Minneapolis, co-owned and led the business valuation services line of Jabs, Gehrig & Company, served as a Manager in the valuation services group of Arthur Andersen LLP, and was senior appraiser with American Appraisal Associates.

 

Mark attended Emory University and the University of Minnesota, where he received from the latter institution an MBA in finance, a BSB in accounting, and a Bachelor of Arts in English.