True Stock Plan Outsourcing

The most comprehensive outsourcing service available. Our people and processes completely integrate with your company's operational structure, ensuring accountability and transparency in the management of your stock programs. Account managers handle all facets of your equity program. Learn more

  • Day-to-day administration and plan management
  • Support on and off site
  • SOX documentation updates
  • Section 16 assistance
  • Capitalization table management and reconciliation
  • Equity accounting
  • End-to-end purchase processing
  • Participant communications, education, and support
  • Financial Reporting, Accounting, and Tax

    Our services and products related to finance, accounting, and tax cover all aspects of equity compensation. We also have products and tools that assist in the calculation of modification/variable accounting, forfeiture rate calculations, and other accounting/tax needs.

  • Modification accounting
  • DTA balance application
  • ASC 718 analysis/implementation
  • Non-employee accounting automation
  • 409A analysis/splits
  • ESPP accounting
  • Volatility calculator
  • 6039 Reporting

    We assist clients with their annual 6039 form filings. We generate and mail participant statements and file with the IRS. Learn more

  • 3921/3922 statement creation
  • IRS eFiling
  • Statement mailing
  • 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. Learn more

  • Temporary stock plan staffing
  • All levels of stock plan administrators
  • Corporate Actions

    We help clients prepare for various projects related to corporate actions. We also give guidance to private companies

  • IPO preparation & transitioning
  • Mergers and acquisitions
  • Private company guidance
  • Tender offers & exchanges
  • Process Implementations

    We assist our clients with many types of implementation projects including new systems & software, RSA, RSU, Performance and other compensation types and tools

  • Custom websites
  • Section 16 program implementation
  • New equity plan & equity vehicle
  • New brokerage website integration
  • OLGA implementation
  • Internal Analysis (Guidance)

    We assist clients in analyzing their current environments and processes, equity plans, and general administration structure.

  • Process analysis and recommendations
  • Administration evaluation
  • Vendor evalutation
  • IPO transitioning
  • Training: Employee & Corporate

    We offer many levels of training services for corporate, management, and employees.

  • Employee and corporate education
  • Stock Administration Guidebook and templates
  • Interested in our services?

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    For General Inquiries

    Give our office a call at (408) 979-8700

    Feel free to email your questions to