High-rise office buildings representing equity plan administration and consulting services

Our services

We set up plans, keep them compliant, and run them day to day. We cover peak periods without you adding headcount, and we handle the equity work in mergers and acquisitions, IPOs, SPACs, and corporate actions. We also automate the steps your team repeats.

Equity plan administration

We handle the recurring work behind your stock plan, including grants, releases, reporting, compliance, and employee support. AEP can run the full program or work alongside your internal team on selected responsibilities.

Full grant lifecycle management

We run the grant lifecycle and coordinate with Payroll, HR, Accounting, Legal, and Treasury on the handoffs between them.

Employee education & onboarding

We give employees resources that explain what they hold, when it vests, and what happens at exercise.

Outsourced administration & scalable support

We take ownership of the entire plan, and we scale the hours up or down as your workload changes.

Seasonal & temporary support

We cover peak periods like year-end reporting and vest cycles without you adding headcount.

Explore Equity plan administration

Vendor support

We help companies choose, implement, migrate, test, and improve equity administration platforms. Because we work across Carta, Certent, Fidelity, Schwab, Morgan Stanley at Work, and Global Shares, we can focus on the system and configuration that fit your requirements.

Platform implementation

We run the setup: configuration, testing, and the cutover from your current system.

Data management & integration

We convert and audit your data, then connect the platform to your other systems.

RFP guidance & system selection

We help you build the requirements list, run the RFP, and compare the responses.

Functionality testing

We test the configuration against your real award types and edge cases before go-live.

Explore Vendor support

Advanced project support

IPOs, acquisitions, corporate actions, and global expansion can create a sharp increase in equity work. We provide experienced project support for the analysis, coordination, testing, and communication required to get through those events.

Strategic transactions & equity events

We handle the equity side of mergers, acquisitions, IPOs, and SPACs: award conversions, participant communications, and the reporting each one triggers.

Equity plan modifications & automation

We process plan modifications and automate the steps your team currently does by hand.

Global workforce mobility support

We help track mobile employees and grants, coordinate with tax advisors, and explain how a move affects each participant’s awards.

System integrations

We connect your equity system to HRIS and payroll so grant, vest, and tax data moves without manual entry.

Explore Advanced project support

Plan & process design

We review how an equity program operates, document the gaps, and design processes the team can maintain. Our consultants also train administrators and help put practical controls in place.

Process review and redesign

We review how the program runs today, document each process, and fix the steps that create risk.

Administrator training

We train your administrators on the system and the processes they will own.

Industry trends and analysis

We track what comparable companies are doing so your Long-Term Incentive (LTI) decisions start from current data.

Controls and compliance

We add the controls and documentation an auditor asks for.

Explore Plan & process design

More services

IPOs and SPACs

We support the equity side of going public, from pre-IPO cleanup through the first post-IPO reporting cycles. We can also add capacity when work volume spikes.

Corporate actions

We handle the equity work in mergers and acquisitions, stock splits, and spinoffs.

Automation design and resources

We automate repetitive equity tasks and connect equity systems with payroll and HRIS. This reduces manual entry, gives teams consistent data, and adds controls around each transfer.

Tax and mobility implementation and support

We review your withholding setup and flag what needs correcting. We also support mobility from initial setup and testing through ongoing tracking.

System implementation

We support new system implementations, convert data from spreadsheets or legacy systems, and reconcile it so financial reporting ties out.

Vendor selection and RFP

We help you identify candidate vendors, compare them against your requirements, and choose one.

System functionality incorporation and testing

We test new functionality before you turn it on, and automate what your team repeats.

Process review and documentation

We interview the people who run each process, document how it actually works, and recommend changes.

Training

We train your team to administer the plan and to document the processes they build.

Education

We teach employees what their awards are worth, when they vest, and what they owe in tax.

What our customers are saying

Emily/Accelerated Equity Plans will always be at the top of our list when it comes to all things equity related. Emily’s knowledge and breadth of experience makes her more than just a subject matter expert. Through her attentiveness and collaboration, working with Emily feels seamless; she is an integral part of the team. Don’t hesitate to include Emily in your projects, especially if they involve spreadsheets as she is an Excel guru!

Grace S.

Manager, Equity Compensation

Accelerated Equity Plans has been a great partner to us and was crucial in our success through some significant projects. The team, especially Emily, brought a level of passion, investment, and ownership to our work that is challenging to find, all while staying positive and upbeat despite the many surprising hurdles that arose. I would strongly recommend Accelerated Equity Plans and would use them again in a heartbeat to expand the team capacity where needed on future projects.

James R.

Deputy CAO

I’ve worked with Emily over several years in different capacities. I was thrilled to learn that Emily had started Accelerated Equity Plans. AEP is my go-to for anything equity I need assistance with. Emily has assisted with process improvements, process documentation, as well as making herself available for random questions along the way.

Jeanine R.

Director, Global Equity

Our experience with Accelerated Equity Plans has been nothing short of outstanding. Emily is an incredibly hard worker who brings a wealth of knowledge to every project. She was a critical asset in our M&A work, helping us navigate complex items with confidence and success. Emily’s technical expertise is matched by her exemplary teamwork. Her great attitude and personable nature make AEP a joy to work with, fostering a positive and productive work environment. We highly recommend AEP for any equity consulting needs and look forward to working with them again in the future.

Sara B. Director

Stock Plan Administration

Tell us what your equity program needs

Contact us