Equity Management Solutions

 

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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:

Equity Administration Package

  • Participants/Awards/
    Exercises/Terminations
  • Monthly Cap Table Reporting
  • Pre- and Post-Board Meeting Support
  • Form 3921 Filings
 

Equity Accounting Package

    • Fair Value Inputs
    • Quarterly and Annual Expense Calculations
    • Annual Expense Package (for auditors)
    • Footnote Preparation
    • Audit Support

Tax Reporting Package

  • APIC Pool Calculations
  • Tax Benefit Calculations
  • ISO Withholding Tax Information
 

Valuation Package

  • Annual Common Stock Valuations
  • Warrant Valuations
  • Performance Award Valuations

 

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.

 

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.

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