Find the Perfect Stock Plan
Administration Partner—With Confidence
Expert consulting to help you choose the right provider, streamline equity management, and avoid costly mistakes.
Maximize the Value of Your Equity Programs
Choosing the right equity compensation administration provider is more than a back-office decision—it’s a strategic move that amplifies the value of your equity programs. A trusted partner ensures accurate recordkeeping, seamless compliance, and intuitive participant experiences, turning complex processes into confidence-building benefits. When employees clearly understand and easily access their equity rewards, engagement and retention soar—maximizing the impact of your investment in talent. Our consulting services are designed to help companies navigate this critical decision with confidence.
Why Choose Us?
Our Consulting Services
We specialize in guiding organizations through the process of selecting the best stock plan administration solution for their unique needs.
Benefits of Working with Us
More than 20 years of stock plan administration industry experience
Ensure alignment with your business strategy
Save time and avoid costly mistakes
Access to unbiased, expert advice
Full access to the findings of our Equity Compensation Administration Benchmarking Study, including plan sponsor comments about their experiences with their providers
Step 1
Needs Assessment
We work with you to understand the particulars of your equity offerings and your organizational goals, and create a fully-customized RFP document to share with providers.
How We Help you Succeed
Step 2
Vendor Evaluation
We’ll help you assess each provider’s proposal using our proprietary evaluation tools, coordinate technology demonstrations for your team, and provide benchmarking data for comparison.
Step 3
Recommendations
After thorough conversations with your prospective providers, we’ll work with you to determine which is the best choice for your organization based on your priorities and each provider’s capabilities.
Step 4
Contract Support
Once you’ve decided which provider to work with, we’ll help you negotiate contract terms to obtain the best pricing and coordinate implementation timelines to ensure uninterrupted support.
Ready to Learn More?
If you are interested in learning more about our equity compensation administration consulting services, please fill out the form below and we will be in touch as soon as possible.