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Equity Plan Solutions - Services

Equity Plan Solutions offers a variety of stock plan consulting services in three main areas: Public Company Stock Plan Administration, Private Company Administration, and our Equity Project team. 

We aim to streamline and simplify processes wherever possible to reduce the risk of error and improve results.

Admin

Public Company Stock Plan Administration

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Equity Plan Solutions is more than transaction processing; we partner with our clients to deliver a solution that fits your equity plan and company culture.

 

Action Planning Meetings ensure limited surprises and provide constant check-ins on service.  

Private Company Stock Plan Administration

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Our most common projects include vendor searches, system implementations, process and procedure review, recommendations and documentation, option exchanges, reprices, mergers, spin-offs, and stock splits.

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Vendor Selection: EPS does not believe in large, complex and extensive RFP projects. We cut through the overhead by using a more effective and abbreviated RFP process. Leverage our extensive experience and network to find the solutions that are right for your company, your plans, and your participants.  EPS can objectively review your plans and requirements to find the solution that best fits your needs.  

System Implementation: Depending on the system you select, often EPS can do much of the implementation work for you, speeding up the process and leaving you the bandwidth for your "day job".  We have Equity Professionals that can get you up and running quickly and effortlessly.  Let our professionals work with your vendor to ensure your system is implemented timely and completely.

 

Transaction Processing & Reporting: IPOs, Mergers, Spins, Repricings, or Tender Offers, let EPS assist you with your special equity project.  Our Equity Plan Professionals specialize in managing these transactions.  

 

Review & Recommendations: We interview you and your internal partners, review your database, and read your process documentation to assess your processes and recommend changes and improvements to save time, money, and reduce risk.

Projects

Equity Plan Project Consulting

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We can help with nearly every aspect of accounting for your stock plans, from option assumptions to disclosure reporting and everything in between.

 

Training: We can train you and your team how to derive assumptions, use your system, test your results, run the required reports and perform any needed calculations outside your system.

External Calculations: Not every system can perform every calculation, no matter which system you choose. Common external calculations with which we assist our clients are flux analyses, modification accounting, non-employee expense, ESPP expense, DTA balances, and non-mandatory disclosure items.

 

DTA Balance Proofs: A frequent auditor request for the last 7 years is to prove the Deferred Tax Asset balance created via a roll-forward method using a different data set, typically shares outstanding. EPS can perform this calculation in record time for a fraction of the cost other providers charge. We can even teach you how to perform the calculation yourself via a fairly simple spreadsheet process.

 

Software Support: For some systems, we can even answer questions about how and why the calculations work the way they work, even replicating the calculation in Excel and explaining the calculations (and why they are, or aren't, compliant with ASC 718) to your audit firm. 

Accounting
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