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Equity Plan Solutions

 

Better stock plans

Welcome! At EPS, we pride ourselves in our willingness to work with our clients to understand their needs fully and to develop the best individualized solution.

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demystify

simplify

train

We are "a different kind of consulting firm." Our goal is to demystify, simplify, and train clients to allow us manage their stock plans in the most efficient way possible.

Philosophy

Services

EPS provides the services you need to manage your Equity Plans.  We believe in simple solutions for companies to streamline processes, making them repeatable and error free. 

Public Stock Plan Administration

Equity Plan Solutions provides public company administration that is more than transaction processing.  We partner with our clients to provide superior service.    

Private Stock Plan Administration

Equity Plan Solutions has private company specialists who can help with all aspects of private company administration.  We leverage a number of platforms to provide the best service possible.  

Equity Plan Project Team

Managing your equity is more than administration, and Equity Plan Solutions has a team of Project Consultants ready to assist with any equity project, even the suprises.

Testimonials

“We initially engaged EPS to prove our Deferred Tax Asset balance, which they did in record time. We continue to leverage their expertise for auditor questions on our stock plan system calculations, our performance options, and new system functionality. They even introduced us to new functionality in our system that reduced our need for their consulting services. They truly are a 'different kind of consulting firm'!”

Michelle Bates, CPA

Director of Tax at CorVel Corporation 

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Our Team

The EPS team is comprised of some of the most talented and experienced equity compensation consultants in the business!

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