Expert Equity Plan Administration Services
Expert administration services that simplify your equity compensation program. From grant management to employee education, we handle the complexity so you can focus on growing your business.
Comprehensive Equity Plan Administration
Managing equity compensation programs has become increasingly complex. Between evolving regulatory requirements, sophisticated technology platforms, and the need to provide excellent participant experiences, many companies find themselves stretched thin trying to manage it all internally.
At Accelerated Equity Plans, we specialize in taking this burden off your shoulders. Our team of dedicated equity professionals delivers tailored solutions that ensure regulatory compliance, streamline operations, and create positive experiences for your employees. Whether you need full outsourcing, targeted support for specific functions, or temporary assistance during peak periods, we have the expertise and flexibility to meet your needs.
Our approach is built on three core principles: expertise, efficiency, and partnership. We bring deep knowledge of equity compensation regulations, best practices, and vendor platforms. We design streamlined processes that reduce manual work and minimize errors. And we work collaboratively with your team, adapting our services to complement your organization's unique structure and culture.
Our Equity Administration Services
Comprehensive Equity Management
End-to-end management of your equity compensation program, from initial grant issuance through vesting, exercise, and settlement. We handle all aspects of the grant lifecycle while collaborating seamlessly with your Payroll, HR, Accounting, Legal, and Treasury teams to ensure smooth execution and regulatory compliance.
Employee Education & Onboarding
Empower your employees with clear, accessible education about their equity compensation. We provide comprehensive resources, personalized onboarding sessions, and ongoing support to help employees understand the value of their equity awards and make informed decisions throughout their equity journey.
Outsourced Administration & Scalable Support
Let us take complete ownership of your equity plan administration. Our team provides ongoing, day-to-day management of your program with flexible staffing solutions that scale with your needs. Whether you need full outsourcing or targeted support for specific functions, we adapt to your workload and business requirements.
Seasonal & Temporary Support
Navigate peak periods with confidence. Our temporary staffing solutions provide experienced equity professionals exactly when you need them most—during annual grant cycles, year-end reporting, M&A transactions, or other high-volume periods. Seamlessly integrate our experts into your workflow without long-term commitments.
Benefits of Partnering with AEP
Regulatory Compliance Expertise
Stay ahead of complex regulatory requirements with our deep knowledge of SEC rules, tax regulations, and accounting standards. We ensure your equity program maintains full compliance with all applicable regulations, reducing risk and protecting your organization.
Process Efficiency & Automation
Streamline your equity administration with optimized workflows and automated processes. We identify opportunities to reduce manual work, minimize errors, and free your team to focus on strategic initiatives rather than administrative tasks.
Vendor Platform Expertise
Maximize the value of your equity management platform. Our team has extensive experience with all major vendor systems and can help you leverage advanced features, optimize configurations, and ensure you're getting the most from your technology investment.
Flexible Engagement Models
Choose the support model that fits your needs—from full outsourcing to targeted project assistance or temporary staffing. Our flexible engagement options let you access precisely the expertise you need, when you need it, without over-committing resources.
Who We Serve
Private Companies
For pre-IPO companies, we provide the expertise you need without the overhead of a full-time equity team. We help you establish solid processes from the start, implement best practices, and prepare for the complexities that come with growth. Our team has extensive experience supporting companies through rapid scaling, funding rounds, and eventual public offerings.
Public Companies
Public company equity administration demands expertise in SEC compliance, Section 16 reporting, proxy statement preparation, and more. Our team brings deep knowledge of these requirements along with experience managing the high volumes and complexity that come with public company programs. We can augment your existing team or take full ownership of your equity administration.
Companies Undergoing Transitions
Whether you're preparing for an IPO, navigating an M&A transaction, implementing a new equity platform, or experiencing rapid growth, transitions create unique challenges. Our team has extensive experience supporting companies through these critical periods, providing the expertise and bandwidth you need exactly when you need it most.
Frequently Asked Questions
Common questions about our Equity Plan Administration services