Whitepaper
Six Pitfalls to Avoid
This whitepaper describes several prominent and common pitfalls that private companies will want to avoid in the design and administration…
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Access Reports & Guides with Insights, Stats & Use Cases
Whitepaper
Just Got Handed Equity Compensation?
The 83(b) election is a provision under the Internal Revenue Code that gives a participant the option to pay taxes…
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Whitepaper
The Pre-IPO Regulatory Checklist
In this pre-IPO regulatory checklist, we look at the major steps that companies need to take in order to issue…
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Whitepaper
Four Steps to Elevating Your Stock Plan Communications
The following white paper describes four critical steps for elevating your stock plan communications, driving best practices for educating and…
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Whitepaper
Market Brief: Compensation & Capital Management in the Time of COVID-19
This insightsoftware Market Brief explores how players in private markets are handling issues ranging from liquidity to cap table management,…
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Whitepaper
Audit Planning: Best Practices for Pre-IPO Companies
Auditors can be useful resources, and the company should embrace their presence. As knowledgeable outsiders with fresh sets of eyes,…
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Whitepaper
Equity Plan Management: Seven Risks of Spreadsheets and Three Routes to Elimate Them
This paper looks at why Excel isn’t the best choice of tool for equity plan management and accounting. It sets…
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Whitepaper
Your Equity Plan Spreadsheet: Love It Or Leave It?
Managing them with spreadsheets can create unnecessary risks for your business and diminish your plan’s value as a retention tool.
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Whitepaper
Driving ROI for IPO with a comprehensive equity compensation solution
Managing equity compensation with spreadsheets costs organizations time, money, and compliance confidence, especially on the path to an IPO. Certent…
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Whitepaper
Top Six Accounting Hazards in Equity Compensation
In this white paper, we describe the most frequent accounting hazards to beware of when managing your plan.
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Whitepaper
Selecting Your Stock Plan Management Solution
Before you select an equity compensation management solution, consult your crystal ball, so that whatever solution you choose addresses today’s…
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Whitepaper
The Four Fundamentals of Financial Reporting for Equity Compensation
This whitepaper discusses four key best-practice recommendations that can dramatically ease the financial reporting challenges associated with equity comp.
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Whitepaper
Five Keys Steps to a Successful Private Company Equity Plan
From determining the right stakeholders to establishing key design factors, this white paper will provide you with practical advice for…
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Whitepaper
Future Proof Your Equity Compensation Plan
The job of tracking and managing equity plans for a growing employee base becomes exponentially more difficult. And heading into…
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