Leverage my extensive expertise in managing and optimizing stock plan operations, ensuring seamless administration and compliance with regulatory standards. From plan design to cap table management & reporting, I offer my expertise in managing diverse equity vehicles such as stock options, restricted stock units, restricted stock awards, and performance awards.

Enhance your employees’ understanding and engagement with equity compensation through tailored educational programs and support. My approach simplifies complex concepts, ensuring employees fully grasp the value and mechanics of their equity awards.

Count on my meticulous approach to managing liquidity events with strategic planning and precise execution aligned with organizational goals. Benefit from my expertise in coordinating successful private tender offers ($1B+), secondary market transactions, and IPO readiness.

If you need help with an RFP for implementing a new stock administration platform, I specialize in selecting and integrating the best solutions tailored to your company’s specific operational needs. I’ll manage the end-to-end implementation process to ensure data integrity and accuracy in migrating software providers.

Navigate the intricacies of ASC 718 with confidence. My services include comprehensive support in accounting for stock-based compensation and preparing accurate disclosures, aligned with the latest regulations and best practices. I have specialized knowledge in complex transactions such as modifications, repricing, accelerations, option exercise extensions, awards with performance conditions, tender offers, secondaries, and IFRS.