Equity Administration

Here you’ll find everything from modeling term sheets to managing complex equity structures and tips and tricks to support stock plan administrators.

  • From an Idea on a Napkin: Working Together to Build Cultures of Ownership

    From an Idea on a Napkin: Working Together to Build Cultures of Ownership

    See how we're helping companies and employees thrive with Morgan Stanley's suite of workplace financial solutions.

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  • What Equity Administrators Should Know About Special Purpose Acquisition Companies (SPAC)

    What Equity Administrators Should Know About Special Purpose Acquisition Companies (SPAC)

    Check out what equity administrators should know about SPAC or Special Purpose Acquisition Companys.

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  • The State of Equity Plan Management at Private Companies Report 2020

    The State of Equity Plan Management at Private Companies Report 2020

    View our private equity compensation report to learn about the state of equity plan management at private companies.

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  • Communicating Equity Like a Pro - White Paper

    Communicating Equity Like a Pro - White Paper

    See best methods to communicate your company's equity compensation plan and equity program to employees.

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  • Equity Plan Communications: The Power of Virtual Panel Discussions

    Equity Plan Communications: The Power of Virtual Panel Discussions

    Find out how you can use a virtual panel discussion to promote your equity plan enrollment.

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    How will convertible debt affect your cap table?

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  • Issuing Equity Awards in Canada: A Primer for Canadian Controlled Private Corporations (CCPC)

    Issuing Equity Awards in Canada: A Primer for Canadian Controlled Private Corporations (CCPC)

    View the tax benefits for awards issued by a Canadian Controlled Private Corporation or CCPC.

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  • Phantom Stock and Stock Appreciation Rights: Incentives Without Dilution

    Phantom Stock and Stock Appreciation Rights: Incentives Without Dilution

    Learn about phantom stock vs stock options, and if your company should issue phantom stock awards and CSARs.

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  • Equity Administration in Shareworks simplifies your plan management without sacrificing accuracy, flexibility, or precision.

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  • ISOs, NQSOs and RSUs: Which Equity Awards Should You Offer?

    ISOs, NQSOs and RSUs: Which Equity Awards Should You Offer?

    Find the types of equity compensation and which equity awards your company should offer: RSU vs ISO vs NQSO.

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  • FMV and FV in Equity: What’s the Difference and Why Do They Matter?

    FMV and FV in Equity: What’s the Difference and Why Do They Matter?

    See the difference between fair value and fair market value of equity when finding share prices for equity awards.

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  • When it Comes to Equity Compensation, What You Don’t Know Can Hurt You

    When it Comes to Equity Compensation, What You Don’t Know Can Hurt You

    Learn how to structure equity compensation plans to avoid common issues such as mobility quandaries and more.

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  • Insights from helping thousands of companies with their equity plan management.

    Insights from helping thousands of companies with their equity plan management.

    See advice on equity plan management, equity awards and electronic shares from Shareworks 20 years of experience.

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  • Get Ready for a Change in Voting…

    Get Ready for a Change in Voting…

    See changes in the UK Governance code and SRD II voting processes to increase employee engagement in companies.

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  • What is Modern Equity Award Administration?

    What is Modern Equity Award Administration?

    See what questions stock plan administrators should consider for their participant's equity award plans today.

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  • Private Company Equity Statistics Report 2018

    Private Company Equity Statistics Report 2018

    Making intelligent decisions about your company’s equity may be the most important thing you do as private company CFO, CEO, or founder. You and your team’s payout for all of your hard work depends...

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  • How Do You Make Your Share Plans Cost-Effective?

    How Do You Make Your Share Plans Cost-Effective?

    Learn how to make your employee share plans more cost-effective by using a share plan administration software.

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  • 3 Barriers to Employee Engagement and Navigating them During Uncertain Times

    3 Barriers to Employee Engagement and Navigating them During Uncertain Times

    See why employee engagement can be low with share plans and how Shareworks can help you navigate through this.

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  • 10 Things to Consider When Rolling Out a Global Share Plan

    10 Things to Consider When Rolling Out a Global Share Plan

    See top 10 considerations to review when executing a global share plan such as utilizing tax efficiencies.

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  • Launching a New Share Plan – Top Five Considerations

    Launching a New Share Plan – Top Five Considerations

    See top 5 questions to consider with a new incentive share plan and how Shareworks' share plan services can help

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  • When Educating Global Participants about Equity-Based Compensation, One Size Does Not Fit All

    When Educating Global Participants about Equity-Based Compensation, One Size Does Not Fit All

    See tips for your private company's global communication plan on equity-based compensation to plan participants.

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  • How Private Companies Execute Equity Compensation Plans

    How Private Companies Execute Equity Compensation Plans

    Learn what private equity compensation is and how to create equity compensation plans for private companies.

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