Ownership Solutions and Technology Insight On The Blog

Asset Recovery

Unclaimed Property: Don't Let Your Lost Assets Languish

Monday, August 29, 2022

Getting separated from your assets is not as unusual as you might think. In fact, it happens to the tune of millions and millions of dollars every year.

80622EQUS How To Engage Millenials ESPP Blog Post V32

Equity Plan Solutions

Spell Out Your ESPP to Millennials and Gen Z Early

Wednesday, March 30, 2022

Is your ESPP the stepping stone to more financial security?

Equity Plan Solutions

9 Ways to Boost ESPP Participation

Thursday, March 24, 2022

Companies that offer employee stock plans gain dedicated, motivated employees who are working toward a joint goal of company growth.

Equity Plan Solutions

Us Vs Them: Why A Transfer Agent Is Your Best Choice for Equity Compensation Services

Wednesday, February 2, 2022

What does a transfer agent have to offer that other equity plan administrators don't? Plenty! Here's a look at some of the key differences between plan providers.

Transfer Agent

Client And Shareholder Service

Friday, December 17, 2021

In this complex regulatory environment, it's important to choose a service provider that can grow with your company and provide expert guidance as you need it. They should have a reputation for accuracy and reliability and have disciplined processes in place that protect your company from risk.

IPO/SPAC

What to Know Before You IPO

Wednesday, November 24, 2021

Going public is an exciting step for your company, but if you've never been through an initial public offering before (and most people haven't), the process can be daunting. Fortunately, you don't have to go through it alone.

EQ Views

Unclaimed Property: Don't Let Your Lost Assets Languish

Spell Out Your ESPP to Millennials and Gen Z Early

9 Ways to Boost ESPP Participation

Us Vs Them: Why A Transfer Agent Is Your Best Choice for Equity Compensation Services

Client And Shareholder Service

What to Know Before You IPO