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Management incentive units (MIUs) are a form of equity compensation issued by private companies to employees, management, directors, consultants or investors, and can take such forms as restricted stock units, profits interests or profit-sharing units. MIUs have become increasingly popular in recent years due to more companies selecting to be structured as LLCs. Experts Patrick Guthrie, Stephanie Johnson and Amanda Lessiohadi discuss management incentive units and help participants identify common issues and features to be aware of when valuing management incentive units. MIUs can have several potential features, including performance and (or) time vesting provisions, payoff hurdles and (or) targets and various payoff vehicles. Join us to learn how these features lead to accounting treatment and valuation issues that must be addressed by MIU issuers, their auditors and valuation specialists.
Program Agenda
Overview and Definition of Management Incentive Units
Accounting Treatment
Types of Vesting Criteria
Types of Vesting Criteria
Valuation of MIUs
Case Study Example #1: Single IRR Threshold
Case Study Example #2: Scaled Vesting
Question & Answer Session
Learning Objectives
Identify the proper accounting treatment for management incentive units
Differentiate between the various types of MIU vesting criteria
Identify appropriate valuation methodology for MIUs based on vesting conditions
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