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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.

Running a share plan for your employees means constant communication with your shareholders and other key stakeholders. Important guidelines for your communications can be found in the accounting...

Compensation is the most intimate way a company can interact with its employees. For far too long, compensation managers and committees have operated behind closed doors, keeping pay guidelines...

With school back in session, Pumpkin Spiced Lattes returning, and year-end tax and reporting creeping up, you’re probably feeling like these events are starting earlier and earlier each year....

Shareworks Global Intelligence newsletter provides an overview of recent changes affecting employee share plans globally. Subscribe to our monthly updates and never miss an issue!

409A valuations are vital if you want to offer employees stock options. But for many startups, the cost is high. Thankfully, you can get a free 409A valuation and satisfy compliance requirements.

  This topic was initially delivered as a session at Synergy 2019 in Scottsdale, AZ. Learn more about Synergy and what to expect for Synergy 2020 in Austin, TX.   Is your company preparing a new...

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

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.

In this age of companies staying private longer, some private companies still have their sights clearly set on an IPO. Some are in “maybe someday” mode, while others may never choose to take the...

Your cap table holds the key to a big payoff for all your hard work, but there’s a few mistakes that can really cost you. Avoid these pitfalls to help maximize your equity value. We help manage...

What is stock expensing and how is it done? Here’s a quick and dirty explanation on what you need to know about ASC 718 (FAS 123R) and how it affects your company. What is ASC 718? According to...

  This topic was initially delivered as a session at Synergy 2019 in Scottsdale, AZ. Learn more about Synergy and what to expect for Synergy 2020 in Austin, TX.   It’s an average workday and...

Cultivate performance and retention company-wide with an employee share purchase plan.

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...