Equity Compensation Administration Health Check
2011 July - AccountingToday - Risks of Equity Compensation Programs Are Rising
- About Us
- Our People
- Services
- Industries
- Resources
- News
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:
On an outsourced basis, Armanino offers service packages that include a combination of the following:
Armanino keeps your stock plan and cap table on track, so you don't have to.
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.
Resources
EASi Deployment Assessment
In addition to implementing and administering the EASi solution for new clients, Armanino 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 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, 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 the leader it is.
