We’re honored to once again be recognized as the top-rated provider in the Group Five equity compensation financial reporting survey.

Group Five surveys practitioners responsible for equity compensation financial reporting. These are the professionals who experience the consequences of process breakdowns, missed deadlines, and unclear ownership. The message in this year’s results was consistent with what we see across our client base: the success factors are technical mastery, reliability in delivery, laser-fast responsiveness to questions, and being easy to work with.

Group Five uses the Net Promoter Score (NPS) to measure client loyalty. Our NPS is 93, and the industry average is 56.

Equity Methods Overall Satisfaction and NPS vs. Industry Average

A Detailed Breakdown of the 2025 Results

Every year, we gather as a firm to read the survey report together. We read every comment, because this reminds us of our “why” for all the hard work and investment that goes into doing what we do. This is also why we spend so much time traveling to see clients, as it humanizes relationships and brings empathy to how our work product is used.

Summarized here are just a few of the comments shared:

• “Equity Methods is very knowledgeable, so they’re able to answer any of our questions promptly. They provide excellent services and are accommodating to our various requests.”
• “They never miss a deadline, are extremely communicative, and we’re very confident in their reports.”
• “Great customer service, great technical expertise. [We have a] highly convoluted ESPP program and [the] Equity Methods team is always able to explain the technical nuances to our auditors in plain English.”
• “Equity Methods is very knowledgeable in the equity field. They’re very responsive to emails and always willing to help. They’ve kept us up to speed on any new laws or regulations and what we need to do as a company to comply.”
• “Their team demonstrates a deep understanding of the complexities involved in cross-border equity compensation and consistently provides accurate, reliable, and timely support. They go the extra mile to ensure compliance and precision, simplifying what could otherwise be highly complicated processes.”
• “Their customer service and tailoring to [our] unique needs is fantastic. We’ve also had a very consistent team that has built on the history of our relationship and equity programs over the years. They’re a wonderful partner!”

To all of our clients, thank you for trusting and giving us the opportunity to serve you. It means everything.