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Our Services

From plan setup and compliance to ongoing management, we ensure your stock plans run smoothly. Need temporary support? We offer flexible staffing solutions. Expanding your horizons? Our expertise covers Mergers & Acquisitions, IPOs, SPACs, and Corporate Actions. Let us design automation solutions to streamline your processes and fuel strategic growth.

Equity Plan Administration

Our specialized services in stock plan administration are crafted to address the unique needs of businesses seeking to streamline their equity management processes. Our team of dedicated professionals delivers tailored solutions that ensure regulatory compliance and seamless management of employee stock compensation programs. Trust AEP to handle the complexities of your stock plan administration, allowing you to focus on your core business objectives.

Comprehensive Equity Management

We handle everything from grant lifecycle administration to collaborating with internal teams (Payroll, HR, Accounting, Legal & Treasury) to ensure smooth execution.

Employee Education & Onboarding

We provide educational resources for employees and support a positive experience throughout their equity journey.

Outsourced Administration & Scalable Support

We take ownership of your entire equity plan, offering ongoing administration and flexible staffing solutions to adapt to your workload.

Seasonal & Temporary Support

Need additional support during peak times? We offer temporary staffing solutions to seamlessly manage your equity plan.

Vendor Support

Maximize the potential of your equity system with AEP's expert vendor support. Whether you aim to optimize your current equity administration platform or seek to find and implement a new one, AEP is here to help. We specialize in all vendor platforms and will guide you through finding, implementing, and optimizing the platform that best suits your needs.

Streamlined System Implementation

We expedite system setup, ensuring a smooth transition and rapid functionality.

Data Management & Integration

We handle data conversion, audit, and integration with 3rd party systems for accurate and unified information.

RFP Guidance & System Selection

We provide expert guidance throughout the RFP process to help you select the optimal equity management system.

Comprehensive Functionality Testing

We ensure your chosen system functions flawlessly through thorough incorporation and testing.

Advanced Project Support

AEP offers a comprehensive suite of services designed to empower businesses across various industries and lifecycles. Our focus on quality, integrity, and client satisfaction ensures that we partner effectively with businesses to navigate challenges, optimize operations, and unlock opportunities for long-term success.

Strategic Transactions & Equity Events

We guide you through Mergers & Acquisitions, IPOs, SPACs, and other equity events to ensure a smooth process.

Equity Plan Modifications & Automation

We assist with plan modifications and design automation solutions to streamline your workflow and improve efficiency.

Global Workforce Mobility Support

We offer comprehensive support for mobility adoption, ensuring a seamless experience for your relocating employees.

Seamless Integrations

We integrate your equity systems with HRIS and Payroll for effortless data flow and centralized management.

Plan & Process Design

AEP assists both private and public companies in their stock plan administration by providing expert guidance and comprehensive solutions. From the initial design and implementation of your equity plans to ongoing management and compliance, AEP has you covered.

Streamlined & Optimized Equity Management

We review, enhance, and document your program for peak efficiency, incorporating best practices to minimize risk.

Expert Administrator Training & Support

We equip your team with the knowledge and skills they need through comprehensive administrator system and process training.

Data-Driven Decision Making

We provide ongoing industry trend analysis to inform your Long-Term Incentive (LTI) plan decisions and keep you ahead of the curve.

Risk Mitigation Through Best Practices

We incorporate industry best practices into your equity program to minimize risk and ensure compliance.

More Services

IPOs and SPACs

We provide expert support throughout the IPO process, guiding companies through the complexities and challenges of going public to ensure a successful transition. We can also be a resource as work volumes pick up and you need extra support.

Corporate Actions

We help companies navigate strategic restructuring through mergers & acquisitions, stock splits, and spinoffs.

Automation Design and Resources

Our Automation Design and Resources empower organizations to streamline processes and boost productivity. We integrate your equity systems with payroll and HRIS for seamless data flow and reduced risk, driving both efficiency and innovation.

Tax and Mobility implementation and support

We ensure you're maximizing tax efficiency with a review of your withholding setup and best practice advice. Plus, we offer support throughout your mobility process, from initial setup and testing to ongoing assistance.

System implementation

We streamline your equity management by supporting implementation of new systems, data conversion (spreadsheets or legacy systems), and ensuring data reconciliation for accurate financial reporting.

Vendor Selection and RFP

We provide expert vendor selection support, guiding businesses through the process of identifying and choosing the right partners to meet their specific needs and goals

System functionality incorporation and testing

We maximize your equity system's value by supporting implementation, testing, and automation, freeing you for strategic initiatives.

Process review and documentation

We review and document your current processes, interview stakeholders and recommend best practices

Training

AEP helps to train your employees on administering your equity plans, best practices and creating processes that will save time and reduce risk.

Education

We specialize in educating employees on their equity awards, providing comprehensive guidance and resources to ensure they understand the value and implications of their stock compensation plans.

System functionality incorporation and testing

We maximize your equity system's value by supporting implementation, testing, and automation, freeing you for strategic initiatives.

Process review and documentation

We review and document your current processes, interview stakeholders and recommend best practices

What Our Customers are Saying

Emily/Accelerated Equity Plans will always be at the top of our list when it comes to all things equity related. Emily’s knowledge and breadth of experience makes her more than just a subject matter expert. Through her attentiveness and collaboration, working with Emily feels seamless; she is an integral part of the team. Don’t hesitate to include Emily in your projects, especially if they involve spreadsheets as she is an Excel guru!

Grace S.

Manager, Equity Compensation

Accelerated Equity Plans has been a great partner to us and was crucial in our success through some significant projects. The team, especially Emily, brought a level of passion, investment, and ownership to our work that is challenging to find, all while staying positive and upbeat despite the many surprising hurdles that arose. I would strongly recommend Accelerated Equity Plans and would use them again in a heartbeat to expand the team capacity where needed on future projects.

James R.

Deputy CAO

I’ve worked with Emily over several years in different capacities. I was thrilled to learn that Emily had started Accelerated Equity Plans. AEP is my go-to for anything equity I need assistance with. Emily has assisted with process improvements, process documentation, as well as making herself available for random questions along the way.

Jeanine R.

Director, Global Equity

Our experience with Accelerated Equity Plans has been nothing short of outstanding. Emily is an incredibly hard worker who brings a wealth of knowledge to every project. She was a critical asset in our M&A work, helping us navigate complex items with confidence and success. Emily’s technical expertise is matched by her exemplary teamwork. Her great attitude and personable nature make AEP a joy to work with, fostering a positive and productive work environment. We highly recommend AEP for any equity consulting needs and look forward to working with them again in the future.

Sara B. Director

Stock Plan Administration

Take your equity management to the next level today

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