Equity compensation consulting is a flexible managed service that handles every part of your equity compensation, from capitalization table (cap table) management and plan administration to accounting, compliance and transactions.
Whether you need ongoing support or help navigating a critical event, we bring the equity, accounting, tax and platform expertise to guide your program through day-to-day operations and major milestones.
How We Work
When you bring us in to help you manage your equity program, you get a team focused on keeping every detail accurate, compliant and ready for audits, due diligence and growth. Here’s how we work with you:
We manage grants, vesting, exercises, cap table updates and reporting so you can focus on running your business
Access the equity, accounting, tax and software experts you need at every stage
We connect HR, finance, legal and payroll so reporting, tax and compliance stay aligned
Clean data and on-time reporting help keep you ready for audits and transactions
We help you choose, implement and get more from leading platforms, including Fidelity Shareworks, Morgan Stanley EquityEdge Online and Shareworks, Wealthlane, Certent and Carta.
Your Advantages
Equity administration is high-risk, detail-heavy and easy to mismanage without the right expertise. We help you:
We keep your ownership data clean, reconciled and backed by documentation you can defend. So when an audit, funding round or exit comes up, your cap table's ready — no last-minute cleanup or surprises.
We handle grants, vesting, exercises and participant records so nothing slips through as your program grows. We also help your people understand what they hold and how to act on it, helping reduce confusion around exercises and other equity events.
We deliver ASC 718 calculations, expense reporting and the footnotes your auditors expect. When the board approves a modification or repricing, we assess and prepare the related accounting so changes don’t become audit issues later. We also hand you supportable documentation for every entry.
Miss a withholding on a nonqualified stock option (NSO) exercise or misclassify an incentive stock option (ISO), and the tax bill lands on you with penalties and interest included. We track taxable events, handle withholding, prepare and file equity compensation tax forms (including Forms 1099) and manage tax reporting for mobile and international employees.
We get your equity ready for the moments that matter: IPOs, secondaries, M&A and platform migrations. That means cleaning up the cap table before diligence starts, reviewing secondary transactions for compensatory tax exposure and making sure your data holds up when lawyers, bankers and investors start digging.
We move you off Excel and its version-control headaches, help you pick the right platform for your plan and put the features you're already paying for to work — like the built-in expense reporting that often goes unused. The result is one reliable source for your equity data instead of spreadsheets stitched together by hand.
Consultant Checklist
Equity affects your financials, your taxes and every high-stakes moment ahead. The right provider helps keep your data, reporting and compliance on track. Use these questions to evaluate your options:
Whether you need a fully managed equity compensation function or support for a one-time project, we act as an extension of your team, managing details, anticipating risks and keeping everything moving without disruption.
We help keep your equity program compliant, organized and ready for audits. By bringing equity administration, ASC 718 reporting, payroll, tax, valuation and accounting expertise together under one roof, we can support the full lifecycle of your program without requiring you to coordinate multiple providers.
Take our Equity Program Health Check to uncover potential risks, process gaps and areas for improvement.
