Hot Topic: Employee Stock Purchase Plans (ESPPs)

This page is a guide to all Equity Methods publications related to employee stock purchase plans (ESPPs).

ESPPs are back in vogue. These programs, which allow employees to purchase shares in the company at a discount, are a potentially valuable benefit for attracting and keeping talent. But they also can be somewhat tricky to manage. Get the lowdown on modern ESPP plans, including emerging design trends and ways to stay on top of their many nuances.

Need more? We’re here to help. We have services to help you with ESPP financial reporting and plan design. You can also contact us directly.


ESPPs: Financial Reporting Complexity

Look into the latest wave of ESPPs—including tips for financial reporting and exotic design features intended to deliver more value.

David Outlaw and Nick Faris · 3/6/2016


ESPPs that Work for You: Top Five Lessons Learned

Get key takeaways about how to make an ESPP suit your specific needs. (From the the WorldatWork 2017 Total Rewards conference.)

David Outlaw · 5/29/2017


Bang for Your ESPP Buck: Maximizing Perceived Employee Value

Discover practical examples of plan features that are likely to drive employee engagement and maximize ROI. (From the WorldatWork 2017 Total Rewards Conference.)

David Outlaw · 5/8/2017


EPS for ESPP: Simple Calculations to Help You Get it Right

Get an in-depth look at calculating earnings per share (EPS) for these cost effective, but often complicated, share-based programs. (From a 2007 meeting of the Silicon Valley NASPP.)

Takis Makridis · 2007