Posts

Automating Stock Compensation Tax Reporting for a Biopharmaceutical Company

This biopharmaceutical company urgently needed a less time- and labor-intensive way to complete its tax reporting process for stock compensation.

Equity Methods Delivers Integrated Equity Award Valuation and Reporting for a Real Estate Fund Manager with a Complex Payout Structure

Three different parties managed our client’s equity award valuation and reporting process. It was too much intervention – and still had controls problems. 

An NYSE-Traded Science and Technology Company Achieves Best-In-Class Stock Compensation Reporting with Equity Methods

Learn how our client achieved a streamlined reporting process for its stock-based compensation reporting with our technology-enabled solution.

Mid-Cap Technology Company with Total Shareholder Return Awards

We helped a company with no prior knowledge of TSR awards implement a program that fit their specific goals.

Fortune 500 Life Sciences Leader with an Option Exchange Awards Program

We created a way to correctly record before-and-after values for an options exchange program, without affecting the core administration data.

Fortune 1000 IT Company with a Complex Market Award

We solved a sticky valuation problem for this company offering a market award with catch-up opportunities.

TARP Recipient with a Variety of Equity Compensation Awards

This Fortune 100 financial services firm had reporting requirements that were too complex for the firm’s antiquated administration system. But replacing the system was not an option.