Equity Management Solutions

Armanino's Equity Management Solutions team brings much-needed discipline and accounting rigor to stock option plans for startups, privately funded companies, and those preparing for IPOs. Armanino leverages cloud-based tools to build solutions and provide support or serve as the outsourced solution, for a wide variety of privately-held companies.

Equity Management Solutions provides technical accounting expertise along with software implementation and process customization to develop the right models for your organization. We provide equity consulting and stock option administration services for year-end, quarter-end, or monthly reporting, as well as company transactions, award modifications, and Initial Public Offerings.

Services include:

• Fair Value and Expense calculations (Journal Entries)
• Footnote Disclosures
• Technical Memos
• Option Administration
• Option Valuations
• S-1 Support
• Auditor Interaction
• Stock Certificate and Option reconciliation and clean-up

On an outsourced basis, Armanino offers service packages that include a combination of the following:

• Automated administration and tracking of awards, vesting and exercising with a SaaS tool
• Set up and maintenance of the technology and staff training
• Periodic independent valuation of common stock (409A) for GAAP and tax purposes
• Quarterly/annual ASC 718 (FAS 123R) reporting and technical accounting support
• Capitalization Table maintenance and support

Armanino keeps your stock plan and cap table on track, so you don't have to.

 

To schedule an equity management evaluation for your organization contact Matt Armanino at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 925-790-2610.