Need to set up a plan in another country?
We have regional offices in Australia, Canada, the United Kingdom, the United States, and Hong Kong ready to help. Currently we provide plans support for:
Learn about the plan types we support
Equity AwardsLearn more
Our service covers all types of equity awards from options (ISO and NQSO), to restricted stock awards and units, to performance awards and units, to stock appreciation rights, and more.
Employee Stock Purchase PlansLearn more
Whether you want the tax benefit of a 423B qualified plan or the flexibility of a non-qualified plan, we’ve got the expertise to get you up and running and then manage the plan to your specifications.
Beyond plan administration
Need additional resources to set up or manage your plan? Or help with the collection and verification of plan participant data? Our professional services group is ready to help with the tasks that fall outside standard plan administration.
Payroll conversion and cash management
Corporate events grant valuations
Temporary staff resourcing
China Share Plan Solutions
Establishing an equity compensation plan in China can be time-consuming, and without the correct compliance can lead to potentially serious implications as local regulations can be complex and difficult to navigate.
Check out our library of thought leadership
Our experts regularly speak at conferences, host webinars and write articles on all aspects of employee equity plans.