Incentive Plan Administration

background image
Clients that prefer a full-service option, AltShare can serve as administrator and trustee for employee stock-based incentive plans.

    section background

    Features

    image Management of incentive plan database, including pool management
    image Mutual services under section 102 of the Israeli tax ordinance
    image Preparation of personal grant letters including documents and electronic signatures
    image Employee website to view data, grant documents, summary notices of instructions, balance approvals, and transfer of realization instructions and online sales
    image Human support representatives available during trading hours
    image Trading services on all stock exchanges around the world – including off-exchange sales services, passive sales schemes (10B5-1 plans), Rule 144 and more
    image Full compliance with SOC-1/SSAE 16 certificate

    Other Products

    product picture

    One-Click 409A Valuations

    • one-hour completion of 409A valuation analysis
    Good For: Private Companies; Attorney and CPA
    product picture

    Cap Table Management

    • redefines the way VCs and startups manage their cap tables
    • planning financing rounds
    • saving time and money from seed to M&A or IPO
    Good For: Private Companies
    product picture

    Waterfall and Scenarios

    • enables simpler and faster modeling of multiple scenarios
    • analyze and understand how different scenarios
    Good For: Private Companies; Attorney
    product picture

    Expense Accounting

    • enables simple and streamlined calculation of expenses for financial reporting
    Good For: Private and Public Companies; CPA
    product picture

    102 Trust Services

    • 102 trustee for equity-based compensation plans for employees
    Good For: Private and Public Companies; Attorney and CPA
    product picture

    Mergers & Acquisitions

    • wide range of Merger & Acquisition services
    Good For: Private and Public Companies; Attorney and CPA
    product picture

    Corporate Restructuring and Tax Trust Services

    • including corporate inversion, spinoffs, complex reorganizations and more
    Good For: Private and Public Companies; Attorney and CPA
    product picture

    IPO and 15C Lockups

    • oversee and ensure the implementation of restriction and lock-up rules for new or existing shareholders
    Good For: Private and Public Companies; Attorney and CPA
    product picture

    Escrow Agent Services

    • serves as an objective third party escrow agent
    Good For: Private and Public Companies; Attorney and CPA
    product picture

    Enterprise Valuator

    • valuate companies in just minutes, from seed to post-IPO
    • one-stop business valuation solution
    • performs valuations based on multiples of comparable companies in all industries
    Good For: Private Companies; Attorney and CPA