Equity Compensation Processes & Systems

When business processes and software systems don't work together, roadblocks, inefficiencies, and risks are often the result—especially when equity compensation is involved. These challenges can include an inability to address equity compensation needs and data, systems, process, and compliance issues. Our equity processes and systems services focus on aligning processes and systems through business process improvements and workflow automation to create sustainable results.

Our team of software developers and other professionals delivers system integration and business process improvement solutions to complex organizations. We help clients address challenges with:

  • Equity payroll reconciliation
  • Mobile employee income allocation and taxation
  • Compliance risks surrounding restricted stock vesting and option exercise taxation
  • Payroll integration
  • Other equity compensation issues

Our engagements often have a payback period as short as one year and may include:

  • Business process improvement
  • Systems integration
  • Custom application development
  • Mobility taxation for equity

The end results include improved operations and business results, regulatory and policy compliance, and strategic organizational change. The technical analysis and assessments we perform also often serve as a catalyst for wider organizational change—a by-product of engaging end users and stakeholders across departments.


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