Make Your ESPP Work for Everyone
A successful ESPP doesn’t just happen, it’s designed with strategy, compliance, and participant experience in mind.
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.
- Design smarter plans that encourage participation and fit your workforce demographics.
- Navigate U.S. and global regulations with confidence and minimize compliance risk.
- Build reporting processes that integrate seamlessly with finance and payroll.
- Educate and engage employees to boost enrollment and long-term retention.
Flexible Plans, Built for Your Workforce
Every company is different. We help you choose and design the right ESPP structure to drive participation, maintain compliance, and create lasting value for both employees and shareholders.
The Expertise You Need for a Successful ESPP
Designing an ESPP is complex, but it doesn’t have to be overwhelming. Our team brings unmatched expertise in feasibility studies, plan design, global compliance, and participant engagement.
Deep technical knowledge of U.S. and global plan structures
Integrated approach to design, feasibility, financial impact, and participant education
Focus on outcomes, not just administration
Proven experience supporting companies from high-growth startups to Fortune 500s
Design ESPPs That Engage, Retain, and Deliver Results
Launching or improving an ESPP takes planning and precision. We often begin with a feasibility study to determine whether an ESPP is the right fit, evaluating participation potential, financial impact, and operational readiness.
We guide you through every stage:
- Discover & Define – Clarify workforce demographics, business goals, and program objectives.
- Design & Model – Determine plan features like discounts, look-backs, and eligibility while weighing financial and administrative impacts.
- Compliance & Governance – Ensure regulatory alignment and optimize tax outcomes across all jurisdictions.
- Setup & Implementation – Configure and manage administration on any equity platform.
- Launch & Educate – Drive awareness and participation with clear, engaging communications.
Ready to Build an ESPP That Engages and Retains?
Related Resources
Visit our ESPP Portal for in-depth guides, tools, and expert insights designed to help you create a plan that drives engagement and growth.
Masterclass: Beyond the Basics: Navigating the Hidden Complexities of ESPPs
Elevate your expertise in Employee Stock Purchase Plans (ESPPs) with this advanced masterclass designed for professionals seeking deeper insights into the complexities of ESPP strategy, administration, and compliance.
RB Global Case Study
Recognizing the importance of equity and inclusivity, RB Global extended ESPP benefits to employees from both merging entities, ensuring alignment with the company’s objectives. Collaborating with Infinite Equity, RB Global created a newly designed stock ownership plan to engage eligible employees globally.
