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How We Work
01Design
Choose the optimal plan structure for your company stage.
02Value
409A/FMV valuations to determine fair grant pricing.
03Implement
Draft plan documents, board resolutions, and grant letters.
04Manage
Ongoing vesting administration, tax compliance, and exit events.
What We Cover
- ESOP plan design — RSUs, SARs, Phantom Stocks, and Trust-based structures
- Cross-border ESOP implementation and multi-jurisdiction tax compliance
- 409A, FMV, and perquisite taxation valuation reports
- Exit event planning and secondary liquidity structuring
- ESOP pool creation and cap table impact/dilution modeling
- Global employee taxation, withholding strategy, and social security treaties
- Vesting schedule design — cliff, graded, and performance-linked structures
- ESOP policy drafting and board/shareholder approval resolutions
- Accounting advisory — IFRS 2, Ind AS 102, ASC 718 treatment
Key Deliverables
ESOP plan document & policyBoard & shareholder resolutions409A/FMV valuation reportsCap table impact analysisAccounting treatment memo