Equity That Builds Confidence, Compliance, and Shareholder Alignment

Equity programs that strengthen governance, ensure compliance, and build shareholder confidence.

Trusted by Public Companies to Get It Right

Public companies operate under constant scrutiny from investors, regulators, and auditors. We combine deep technical expertise with practical experience to ensure every equity program and disclosure reinforces credibility and control.

We help you create a plan that’s easy to understand, compliant across jurisdictions, and aligned with your business goals so employees think like owners and your company sees measurable results.

  • Governance Confidence: Programs aligned with shareholder expectations and built to withstand audit and SEC review.
  • Integrated Compliance: Seamless execution from ASC 718 reporting through proxy and pay-versus-performance disclosures.
  • Clear Communication: Complex equity concepts translated into language employees and investors understand.
  • End-to-End Partnership: Consistent support from plan design through reporting, valuation, and participant engagement.

Expertise That Supports Every Stage of the Equity Lifecycle

plan design

Design and Governance

Develop executive and broad-based programs that balance pay-for-performance alignment, shareholder optics, and retention goals.

 

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Valuation and Reporting

Deliver accurate, audit-ready valuations and ASC 718 reporting that satisfy auditors and support investor confidence.

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Disclosure and Pay-versus-Performance

Prepare compliant proxy tables and narratives that strengthen transparency and governance perception.

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Participant Engagement

Help employees understand and value their awards through clear, consistent communication and education.

Trusted by Public Companies Across Industries

Related Resources

Explore more insights and on-demand sessions designed to help public companies strengthen compliance, improve transparency, and enhance shareholder trust.

Accounting for Performance Awards An  Introductory Guide for Equity Compensation Professionals

Accounting for Performance Awards: An  Introductory Guide for Equity Compensation Professionals

This guide is designed to help finance leaders, equity administrators, and accounting professionals understand the nuances of recognizing expense, estimating fair value, and vesting conditions for performance awards.

PVP Portal

Webinar: Mastering Pay Vs. Performance: What You Need To Know

This informative presentation addresses the new rules of Pay Vs. Performance and the steps you can take to prepare their disclosures.

Building a Global ESPP

Webinar: Five Ways Poor Communication Is Hurting Your Equity Compensation Programs

This presentation examines five common effects of poor communication on equity compensation programs and provide tips for improving your company’s communication.