Employee Stock Purchase Plans (ESPP)

Employee stock purchase plans (ESPPs) continue to increase in prevalence as companies seek to achieve numerous goals ‐ create an ownership culture, reward employees across all levels of the organization, and also balance company constraints.

ESPPs are a unique type of equity compensation that can reach a company's entire workforce with the right combination of benefits and communication, while controlling cost and providing a positive impact to the balance sheet. This free resource is intended to provide the leading and most innovative thought leadership, and provide information to implement and maintain the most effective ESPPs.

Design Considerations

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The Issuer’s Guide to Cashless Participation

Cashless Participation 101 Maybe you’ve seen Cashless Participation mentioned in...
The Benefits of Optimizing Your ESPP

The Benefits of Optimizing Your ESPP

By increasing employee engagement, ESPPs boost overall corporate performance. ESPPs...
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What is an ESPP?

What is an ESPP, how does it work, and what...
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Counting the Costs and Balancing the Benefits

Financial Engineering for ESPPs. Fidelity Investments and Infinite Equity teamed...
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“Cadillac” ESPP Considerations: What You Need to Know Before Adopting

Balance this exceptional employee benefit with compliance and administrative ease....
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The Case for an ESPP at IPO

A unique opportunity to ensure an ongoing ownership culture. 2021...
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The Forgotten Participant: Nonqualified ESPPs for Your Essential Workers

Background and Current Market Environment The COVID-19 pandemic has placed...
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Private Company ESPPs: Thinking Outside the Public Company Box

ESPPs for small- to mid-sized private companies. Employee stock purchase...

Valuation & Accounting

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ESPP Share Limits and the Valuation Impact

Ignoring share limits can increase your compensation expense. In ESPP...
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ESPP Accounting 101

Everything you want to know about how to account for...
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What You Should Know About Rising Interest Rates and Your ESPP

As interest rates increase, companies should optimize ESPP valuation by...
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ESPP Valuation – 4 Missing Pieces

You may be overvaluing your ESPP expense. Current Market Practice...
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Counting the Costs and Balancing the Benefits

Financial Engineering for ESPPs. Fidelity Investments and Infinite Equity teamed...
Cadillac-Considerations-300x200

“Cadillac” ESPP Considerations: What You Need to Know Before Adopting

Balance this exceptional employee benefit with compliance and administrative ease....
IPO-coins-and-plant-Case-for-ESPP-at-IPO

The Case for an ESPP at IPO

A unique opportunity to ensure an ongoing ownership culture. 2021...