Equity compensation should fuel
innovation and drive performance.

We are a professional services firm that enables companies to unlock the
value of their programs.

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Our Approach

Dedicated Partners

A commitment to be your partner, not your service provider

Well Connected

Independent partners of leading executive compensation firms and equity administration platforms

Results Oriented

Solutions built on industry and technical expertise for sound decision making

Employee Equity Compensation Solutions


Indexed Stock Options

Time-based stock options are a main-stay of executive compensation, but with a few recent developments and uncertainty about the future, now is the right time to give Indexed options another look.

Jon Burg and CJ Van Ostenbridge

The Case for an ESPP at IPO

Pre-IPO is a unique and exciting time in the lifecycle of a company, and with careful planning companies can take advantage of that to maximize their ESPP.

Jon Burg, Liz Stoudt, Deidre Salisbury

“Cadillac” ESPP Considerations

This article covers how Cadillac ESPPs work, the generous benefits they provide employees, design alternatives that can limit exposure to expense and share usage volatility, and how to simplify the expense calculations for these complex plans.

Jon Burg, CJ Van Ostenbridge, and Carly Sanfilipo


Our Team

Jon Burg
Daniel Coleman
Liz Stoudt

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