Incentive Plan Administration
Clients that prefer a full-service option, AltShare can serve as administrator and trustee for employee stock-based incentive plans.
Features
Management of incentive plan database, including pool management
Mutual services under section 102 of the Israeli tax ordinance
Preparation of personal grant letters including documents and electronic signatures
Employee website to view data, grant documents, summary notices of instructions, balance approvals, and transfer of realization instructions and online sales
Human support representatives available during trading hours
Trading services on all stock exchanges around the world – including off-exchange sales services, passive sales schemes (10B5-1 plans), Rule 144 and more
Full compliance with SOC-1/SSAE 16 certificate
Other Products
One-Click 409A Valuations
- one-hour completion of 409A valuation analysis
Good For:
Private Companies; Attorney and CPA
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
Waterfall and Scenarios
- enables simpler and faster modeling of multiple scenarios
- analyze and understand how different scenarios
Good For:
Private Companies; Attorney
Expense Accounting
- enables simple and streamlined calculation of expenses for financial reporting
Good For:
Private and Public Companies; CPA
102 Trust Services
- 102 trustee for equity-based compensation plans for employees
Good For:
Private and Public Companies; Attorney and CPA
Mergers & Acquisitions
- wide range of Merger & Acquisition services
Good For:
Private and Public Companies; Attorney and CPA
Corporate Restructuring and Tax Trust Services
- including corporate inversion, spinoffs, complex reorganizations and more
Good For:
Private and Public Companies; Attorney and CPA
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
Escrow Agent Services
- serves as an objective third party escrow agent
Good For:
Private and Public Companies; Attorney and CPA
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