Equity Management
Optimize shareholder value, streamline ownership structures, and enhance financial performance with our expert equity management solutions.
Our Equity Management Services
Board Consents
Manage and document necessary corporate approvals.
83(b) Reminders
Ensure timely 83(b) election filings and avoid tax complications.
Execute Agreements
Facilitate the signing and execution of equity agreements.
409A Valuation Coordination
Handle the process for accurate 409A valuations.
Cap Table Updates
Keep capitalization tables accurate with real-time ownership data.
Stock Reminders
Stay informed with timely alerts for stock events and deadlines.
Let us handle the details, so you can focus on achieving your goals
Your Trusted Partner for Equity Management
Whether you're overseeing investor relations, managing stock options, or structuring corporate equity, our team ensures precision, enhances transparency, and helps you stay compliant, so you can focus on growing your business with confidence.
Industry-Specific
Equity Management
Frequently Ask Questions
Equity Management involves overseeing the ownership structure of your company, including stock options, cap tables, and shareholder agreements. It is essential for ensuring legal compliance, maintaining transparent records, and managing investor relations. Proper equity management supports business growth by facilitating the smooth issuance of stock, maintaining fair valuation, and aligning shareholder interests with business goals.
Our Equity Management services streamline your equity processes, ensuring compliance with regulatory requirements, keeping your cap table up-to-date, and supporting your financial strategy. We assist with key tasks such as board consents, 409A valuations, stock reminders, and more, helping you manage your equity efficiently and maintain trust with investors and stakeholders.
Our services are ideal for startups, growing businesses, and established enterprises, particularly those with employee stock options, private equity investors, or plans for funding rounds. We cater to businesses across various industries, including tech, SaaS, real estate, and more, ensuring the efficient management of equity while fostering growth.
Yes! We assist with managing stock options, preparing shareholder agreements, and updating your cap table. Our services ensure that your company’s equity distribution is clear, compliant, and aligned with your growth plans.
Absolutely! Our team coordinates 409A valuations to ensure accurate pricing of stock options and helps manage board consents related to equity issuances and company decisions. We make sure all documentation is compliant and properly executed to protect your company and stakeholders.
To get started, simply book a consultation with our team. We’ll assess your equity needs, review your current setup, and develop a tailored strategy to manage your equity efficiently. From there, we’ll guide you through every step of the process to ensure your company’s equity is in top shape.
Streamline Your Equity Management Today
Ensure compliance, manage your cap table,
and build shareholder trust with ease.
