project basis and the scope of each project can vary greatly depending on the extent of the consulting as well as the amount of data involved. If your company has any questions or wants a quote for services, please Contact Us. |
Database Consulting
Education & Training
Project Management
 | Database Conversions | |
| Database Upgrades | |
| Custom Reports | |
| 3rd Party Database Audits | |
| Emailed statement automation | |
| Option/Award Accelerations | |
| ISO/NQ Splits | |
| IFRS Reporting | |
| 409(A) Assistance | |
| Custom Automation | |
| Option exchanges/repricings |
Education & Training
| Customized Training | |
| Best Practices | |
| Procedural Audits | |
| Plan Design & Discovery | |
| FAS 123 R & Tax Accounting | |
| Restricted Stock | |
| Interim Software Support |
Project Management
| Mailing Services | |
| Implementation | |
| Temporary Stock | |
| Administration | ||
| 6039 Form Filing | |
| IPO Assistance | |
| Vendor Selection | |
| RFP Assistance | |
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Our professionals can
help with many of your
software needs involving
Equity Edge® , EASi, Solium
Transcentive EO, or other.
More Info...
Are you new to equity
compensation or do you
need help for employees?
Or perhaps your company is
making changes based on
new accounting rules?
More Info...
Are you starting a new
relationship with a broker,
transfer agent, or other
equity compensation
vendor? Do you need
temporary coverage for your
stock administrator?
More Info...
help with many of your
software needs involving
Equity Edge® , EASi, Solium
Transcentive EO, or other.
More Info...
Are you new to equity
compensation or do you
need help for employees?
Or perhaps your company is
making changes based on
new accounting rules?
More Info...
Are you starting a new
relationship with a broker,
transfer agent, or other
equity compensation
vendor? Do you need
temporary coverage for your
stock administrator?
More Info...
| | | | | |
Stock Plan Outsourcing
Corporate Reorganization Consulting
| Stock Options (NQ/ISO) | |
| Restricted (RSU/RSA) | |
| Performance (PSU/PSA) | |
| ESPP |
Corporate Reorganization Consulting
| Stock Splits / Dividends | |
| Mergers / Acquisitions | |
| Spin-offs | |
Looking to reduce costs and
outsource the stock plan
administration role? Our
outsourcing professionals are
experienced in all types of equity
compensation and are kept up
to date on this ever- changing
industry.
More Info...
Does your company have a
corporate reorganization coming
up? Your database may need to
be updated and changes may
need to be coordinated between
several vendors.
More Info...
outsource the stock plan
administration role? Our
outsourcing professionals are
experienced in all types of equity
compensation and are kept up
to date on this ever- changing
industry.
More Info...
Does your company have a
corporate reorganization coming
up? Your database may need to
be updated and changes may
need to be coordinated between
several vendors.
More Info...
| Your Equity Compensation Experts! |