We provide employers with practical advice, actionable guidance, and hands-on support they need to cost-effectively mitigate risks and reduce expenses associated with compensatory stock plans.

Our advisors have helped hundreds of corporations of varying sizes and industries design and introduce new and improved equity programs globally.

For stock plan service providers, including outsourcing firms, brokerage companies, financial advisors, and software solution providers, we offer strategic business and product consulting services to ensure that their products and services continue to meet the evolving needs of their corporate clients.

Equity Compensation Expertise

Our advisors gained highly sought after equity compensation expertise and administrative know-how while working for mid to large multinational employers and the global human capital consulting practice of a Big 4 Accounting Firm. 

We have hands-on experience designing, implementing, and managing stock plans in over 90 countries.  We specialize in administrative best practices consulting services, and are highly skilled in stock plan vendor search and transition services. 

We have designed highly effective country-specific and cross-border payroll withholding procedures for companies of varying sizes and industries.

Brokerage and Outsourcing Expertise

Our advisors gained brokerage and outsourcing expertise while working for industry-leading providers of stock plan administration software, outsourcing and brokerage services.  We are Certified Equity Professionals and held various FINRA designations including Series 24 (Securities General Prinicipal), Series 7 and 63, as well as Internal Revenue Service Enrolled Agent designation. 

We work with a selected group of service providers to help them develop technology and people solutions that enable them to better service multinational employers and their global workforce, giving them a competitive advantage.