Outsourcing
Equity systems and outsourced management to match your needs
Outsource
Equity systems and outsourced management to match your needs
How We Help Our Clients
Equity Point serves our clients by ensuring you have the best system and/or outsourced management services in place to support the intricacies of your equity plan. We are a consolidated solution that simplifies the workload and nullifies the stress. Our clients don’t spend time calling seven firms and dealing with the equivalent number of sales reps telling them “their system is the best fit for you” or “of course we can ‘fully’ manage the expensing of your ESPP”. We are in a unique position to provide you with unbiased guidance and support through the decision making process.
How We Help Our Clients
Equity Point serves our clients by acting as a representative on their behalf. We simplify the workload and nullify the stress, because we are a source of consolidation through our partnerships with many firms in the equity compensation industry. Our clients don’t spend time calling seven firms praying one of them can complete a unique project or deal with sales reps at five different companies who each exclaim “their system is the best fit for you”. We don’t do the work ourselves, so we are in a unique position to provide you with unbiased guidance and support through the decision making process.
Services & Support
Equity Plan Administration, Accounting and Reporting Assistance
- Equity Day-Day Administration
- Equity Accounting
- ESPP Expensing
- DTA Balance
- Volatility Calculation
- Section 16 Filing & Proxy Reporting
- Year End Reporting (6039 – Forms 3921 & 3922)
Equity System Implementations, Conversions and Audits
- Brokerage and Software Implementation/Conversions
- New Plan Roll Out’s and Participant Education
- Equity Plan Analysis and Recommendations
- Equity Plan Design and Execution
- Capitalization Table Audits
- Executive Compensation Consulting and Design
- Data Audits & Conversions
Why Work
Through Equity Point?
We are step one, regardless of whether your company is seeking a system implementation/conversion, broker selection, an outsourced service provider, or initial consulting on special projects or audits. We present options, provide unbiased guidance, and support you during the decision making process. Equity Point also acts as an on-going relationship manager and if a client isn’t receiving satisfactory services, then we provide counsel in mending a relationship or confidentially presenting alternatives that will meet your satisfaction.
Services & Support
Equity Plan Administration,
Accounting and Reporting Assistance
- Equity Day-Day Administration
- Equity Accounting
- ESPP Expensing
- DTA Balance
- Volatility Calculation
- Section 16 Filing & Proxy Reporting
- Year End Reporting (6039 – Forms 3921 & 3922)
Equity System Implementations,
Conversions and Audits
- Brokerage and Software Implementation/Conversions
- New Plan Roll Out’s and Participant Education
- Equity Plan Analysis and Recommendations
- Equity Plan Design and Execution
- Capitalization Table Audits
- Executive Compensation Consulting and Design
- Data Audits & Conversions
Why Work Through
Equity Point?
We are step one, regardless of whether your company is seeking a system implementation/conversion, broker selection, an outsourced service provider, or initial consulting on special projects or audits. We present options, provide unbiased guidance, and support you during the decision making process. Equity Point also acts as an on-going relationship manager and if a client isn’t receiving satisfactory services, then we provide counsel in mending a relationship or confidentially present alternatives that will meet your satisfaction.
Our Partnerships
