Equity Compensation Outsourcing

Armanino Consulting has the depth of resources and in-house technical accounting and stock option administration expertise to address compliance issues while companies focus on running their businesses. We supervise your program, reducing costs, complexity and compliance risk. EASi and Armanino Consulting provide the most comprehensive solution in the marketplace for privately-held companies that grant equity as a key form of compensation.

As a Platinum EASi Partner, Armanino Consulting provides implementation, training and multiple levels of support programs to private companies.

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Equity Compensation Outsourcing Service Model

 

“Outsourcing my stock option program has been a big win for Digital Chocolate. My team can focus on the business while Armanino Consulting utilizes the EASi software tool to manage our cap table and our stock option-related technical accounting.  Armanino Consulting’s value proposition around equity administration, accounting and valuation is extremely compelling.”

--Mark Richman, Digital Chocolate CFO

 

EASi Features for Private Companies

  • Complete equity compensation solution
  • Cloud-based software
  • Unparalleled ASC 718 functionality
  • Participant portal for self-service and electronic grants
  • Cap table reporting
  • Mass upload capability
  • EASi training classes
  • Various system roles for restricted internal users or third parties (i.e., auditors or lawyers)

 

To schedule your EASi demonstration or deployment assessment for privately-held companies, contact Matt Armanino at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 925-790-2610.

EASi Deployment Assessment

In addition to implementing and administering the EASi solution for new clients, Armanino Consulting offers an exclusive Equity Compensation Administration Health Check for existing EASi private company customers. If your company is an EASi “do it yourself” customer in need of help, the EASi Deployment Assessment will identify barriers to your success and offer solutions. It includes an end user survey, and inspection of your EASi system and a short follow-up interview to review your:

Configuration of EASi software
   Equity plan, cap table and tax structures
   Participant setup
   Transaction data accuracy
Use of EASi system features and functionality
Documented processes and procedures
Resources, including skills and training

As a result, Armanino Consulting will recommend solutions and can even provide services to train your staff, fix your data and set up reporting. Our trained EASi consultants will share with you the quick wins you can make to improve your organization’s efficiency and effectiveness with EASi.

To schedule your EASi demonstration or deployment assessment for privately-held companies, contact Matt Armanino at matt.armanino@amllp.com or 925-790-2610.

Consulting Partners

At Armanino McKenna, our partners know their fields but they also are warm human beings committed to our clients’ success and our community’s well being. Take a minute and meet our consulting partners, the people who make Armanino McKenna the leader it is.

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