Boost Performance and Retention with a Canadian ESPP

During this time of global uncertainty caused by the novel coronavirus (COVID-19), we want to assure you that the Shareworks by Morgan Stanley team is committed to supporting you.

The lifecycle of a private company is evolving. Over the last two decades, the timeline for companies to seek an entry to the public market has doubled from 6 to 12 years. 2019 has seen...

Leading international money services company, OFX, has been using Shareworks for their employee share plans since 2018. Chief Legal Officer and Company Secretary Freya Smith talks about their decision

You need to file IRS Form 3921 if your employees exercised stock options last year. Get the rundown on how and when to do it, including deadlines and late filing fees.

Leading Australian foreign exchange company OFX has been using Shareworks for their employee share plans since 2018. Chief Legal Officer and Company Secretary Freya Smith talks about their decision to

Gain a better understanding of the history of Lattice Models and Black Scholes, how each model works, and what the most commonly used model is to calculate the value of equity compensation awards.

Startup valuation is a very nuanced topic. Everybody says it’s both an art and a science, and many smart people have written posts to try and articulate the method behind the madness. But at the...

  ‘Corporate governance’ and ‘private companies’ haven’t historically been two terms found in the same sentence, due in part to the fact that private companies have been left to their own devices...

The power of startup equity is almost a myth in and of itself, with swirling stories of unicorns and overnight millionaires. In truth, startup equity is often misunderstood, misinterpreted, and...

Equity dilution is one of those subjects that always has people looking for a secret cheat sheet. Founders find themselves asking the question, “How can I prevent dilution?” And most experts would...

The IPO team is comprised of diverse contributors from across your organization — from the Board of Directors to Finance and HR — and each has a unique set of responsibilities. Check out our IPO...

A convertible note is short-term debt that converts into equity, which doesn't force investors to determine the value of the company. Curious? Learn convertible notes basics and terms in this blog.

By now you may have heard that  FASB announced the issuance of ASU 2018-07: Simplifications to Accounting for Nonemployee Share-Based Payments on June 20, 2018. If FASB announcements give you...

In 1975, an entrepreneur named Gary Dahl noticed people complaining about their pets. So he came up with an idea.

So, you’re a new startup and you want to attract the best talent – the crème de la crème of the industry. How do you convince them to join your company in a competitive hiring market? Why not...

Today’s interview features Dustin Snyder who is the director of finance at Banyan. Banyan is experiencing massive growth and Dustin has some amazing insights and war stories for taking a startup...

Hiring a CFO at the right time can be a guessing game. If you hire them too soon, you may not be able to support the overhead, but if you hire them too late you’ll miss out on key financial...

Growing a company? Hard. Hiring, motivating and retaining employees? Hard.  Preparing your company for an IPO?  Really hard. Finding the right IPO guidebook? Easy.   Equity administration is...

Creative, dynamic, customized: How automation helped Global Atlantic Financial Group meet its evolving equity compensation needs as a private company.