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EQUITY DESIGN

ESOP & Compensation Structuring

Equity compensation is the most powerful tool to attract, retain, and align world-class talent. We design, implement, and manage ESOP programs across jurisdictions - from plan architecture and valuation through exit events and secondary liquidity.

Process

How we work.

A structured engagement — from first conversation to delivered outcome. Each mandate follows a transparent process so founders always know what's next.

Step 01 / 04

Design

Choose the optimal plan structure for your company stage.

Step 02 / 04

Value

409A/FMV valuations to determine fair grant pricing.

Step 03 / 04

Implement

Draft plan documents, board resolutions, and grant letters.

Step 04 / 04

Manage

Ongoing vesting administration, tax compliance, and exit events.

Scope

What we cover.

The full range of expertise we bring to every engagement in this practice.

  • ESOP plan design - RSUs, SARs, Phantom Stocks, and Trust-based structures
  • Cross-border ESOP implementation and multi-jurisdiction tax compliance
  • 409A, FMV, and perquisite taxation valuation reports
  • Exit event planning and secondary liquidity structuring
  • ESOP pool creation and cap table impact/dilution modeling
  • Global employee taxation, withholding strategy, and social security treaties
  • Vesting schedule design - cliff, graded, and performance-linked structures
  • ESOP policy drafting and board/shareholder approval resolutions
  • Accounting advisory - IFRS 2, Ind AS 102, ASC 718 treatment

Deliverables

What you receive.

Tangible outputs — documents, filings, and transaction artefacts delivered on every mandate.

01 Deliverable
ESOP plan document & policy
02 Deliverable
Board & shareholder resolutions
03 Deliverable
409A/FMV valuation reports
04 Deliverable
Cap table impact analysis
05 Deliverable
Accounting treatment memo

Ready to begin?

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