True Stock Plan Outsourcing
Our people and processes integrate with your company’s operational structure, ensuring accountability and transparency in the management of your equity programs.
Resources and Staffing
One of our core services is providing temporary stock plan administration resources and support at all equity compensation levels of expertise: onsite or remote, full-time or part-time.
We assist clients with their annual form 3921 & 3922 filings. We generate and mail participant statements, ensuring compliance with IRS guidelines.
Special Equity Project
Our experts are here to help you with IPO preparation & transitioning, mergers & acquisitions, tender offers & exchanges, platform implementation, and more.