Equity Outsourcing and Co-sourcing


We have experienced equity professionals on our team who support our clients in all areas of equity administration. We provide a cost-effective solution, which allows our clients to remove redundancies in the process, with a central database for the cap table and equity information. Our services include day-to-day stock administration; responding to employee questions, ESPP, RSU releases, option exercises, equity modifications, SEC filings as well managing all aspects of administration using any type of software platform. We also provide services for equity software implementations.


Accounting for Stock-Based Compensation


Our Accounting for Stock-Based Compensation services include:


  •   Preparation of the clients’ stock-based compensation expense for stock options, RSUs, and ESPP
  •   Calculation of all required assumptions for Black-Scholes model, including expected life, volatility and interest rates, forfeiture rates
  •   Reports for stock-based compensation expense
  •   Accounting memos for auditors
  •   Financial statements footnotes and disclosures
  •   Income tax-related reports


IRS 6039 Annual Filing


We can provide annual hard copy mailings and IRS electronic filings for 3921 and 3922 filings at a reasonable cost.