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Hands-On Support to Optimize Your Equity Plans
Maximize the efficiency and effectiveness of your equity plans and processes with CompIntelligence Advisory Services. Our hands-on approach ensures that we work closely with you to understand your current practices and provide the expertise you need to achieve your goals.
Procedures Review & Recommendations
Many companies struggle with inefficient or manually intensive processes. Our experts compare existing processes against industry benchmarks, provide detailed recommendations for improvement, and help implement the changes that you wish to adopt.
- Benchmark current processes against industry standards
- Identify opportunities to reduce manual effort
- Support the implementation of approved changes
Documentation
We work with your internal stakeholders to identify and document your current equity administration procedures. The result is a 200-300 page desktop manual, providing users with step-by-step instructions on each process.
- Document current equity administration procedures
- Create detailed step-by-step instructions
- Establish a repeatable desktop reference for your team
Participant Training
An equity compensation plan is an important employee benefit, so it is crucial to adequately communicate its value to participants. CompIntelligence will partner with you and your broker to deliver all levels of employee training, on-site or online. Training can be performed for all plan participants or special groups, like new participants, executives, or managers.
- On-site or online employee training
- Programs for broad participant populations
- Targeted sessions for executives, managers, and new participants
New Hire Transition & Training
Training is designed to ensure internal staff have the knowledge they need to administer equity plans. New hires, new plans, new systems, and new brokers are all excellent times to get additional training for your staff.
- Prepare new equity administration team members
- Support transitions to new plans, systems, or brokers
- Strengthen internal knowledge and continuity
IPO Guidance
For newly-public companies or companies about to IPO, we can guide you through all aspects of your equity compensation plan needs. We conduct a comprehensive set of transition activities, including reviewing changes in your equity compensation program, analyzing your needs and assisting with an administration solution, and implementing a new solution.
- Review required equity program changes
- Assess administration and system needs
- Support implementation and public-company transition activities
New Plan Rollout
We’ll guide you through the rollout of your new plan, or add features to existing plans. We create and manage a detailed plan to ensure milestones are met on time and provide guidance based on extensive experience.
- Plan and coordinate the full rollout
- Manage milestones and timing
- Support enhancements to existing plans
Corporate Actions & Special Projects
Get expert assistance with Corporate Actions and special projects including stock splits, dividends, mergers and acquisitions, rights issues, spin-offs and more. We act as a liaison between your internal stakeholders and external vendors, run status meetings, and serve as an expert advisor to answer questions along the way.
- Coordinate stakeholders and external vendors
- Support stock splits, dividends, M&A, spin-offs, and more
- Provide project leadership and expert guidance
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