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Are you looking for outsourced stock plan administration? Your relationship with your stock plan administrator becomes a partnership. As your stock plan changes and your companies’ needs change – you may need additional assistance beyond the day to day relationship. Global Shares has developed a specialized consulting team and a network of partners that can assist you with your special consulting needs at reasonable rates. If we can’t help you, we’ll find someone that can help you with your stock option administration.
 Global Shares consulting services include:
- Corporate action assistance (mergers, acquisitions, stock splits, option exchange, etc.);
- Employee communications, including training, translations and full communication campaigns;
- Basic data entry and administration, such as grant agreement distribution and collection;
- Custom system programming;
- Custom web services;
- Interim Personnel Services;
- Data conversion services.
Our partners include small to mid size firms that can assist with:
- Valuation assistance;
- Section 404 compliance;
- Stock plan design and redesign;
- International mobility taxation;
- Legal advice and plan drafting;
- Tax advice;
- Accounting and Financial Reporting Advice.
About Global Shares Data Conversion Services
The key to accurate, auditable financial reporting and record keeping is to ensure that the data producing those reports is correct. The key to ensuring that your data is correct is to use industry leading experts who not only understand equity plan data, but understand the ramifications of modifying data as it is transferred from system to system. You need someone on your team who is a true equity plan data expert. There is only one place to go for true, independent global data experts who specialize in equity data from systems around the world: Global Shares.
Experience, Independence, with Peace of Mind
Our understanding of employee stock plan data and industry leading techniques for manipulating employee stock plan data make Global Shares an ideal candidate for all your data conversion needs. Our data experts have worked with virtually every known stock administration platform and major third party stock plan administration providers. Not only have we seen all this data and its challenges, but we understand how to work with the data, how to ensure that it is converted appropriately, and how to work with you and your team to effectively fill any gaps in your data.
As an independent firm working for you, Global Shares seeks to ensure that your conversion is done in a way that suits your Company’s long-term success and financial reporting strategy. And rather than blindly accept any third party’s guidance on how to implement onto their system, we work as your advisor, using our knowledge of data, technology, reporting systems, and reporting standards to give you independent advice to ensure that your stock plan data is being handled appropriately - and that your long-term goals will be met.
When your project is complete, you will be left with the peace of mind that it has been completed accurately and that no surprises lurk in your future. Our team of data experts will provide you with meaningful statistical summaries of your data and a summary report of the conversion project to document any assumptions or manipulations so that future employees of your firm as well as your auditors will understand any assumptions that were made during the conversion process. And, of course, if there are any lingering questions at the end of your project, one of our data experts will be available to personally answer your questions, without drowning you in technical minutia that would most likely serve to add to the confusion.
 Your Data Conversion Partner
If there’s one thing we’ve learned about data over the years, it’s that data tells a story – it tells the story of your equity plan activity over the years. Most times, these stories are like oral tradition written down on paper in a stream of consciousness fashion. Of course, there is a thread that runs through the story that is consistent, but there are often pieces that are either left to interpretation or need to be clarified by the person who wrote them in the first place. Conversion can be a painful and difficult process. With Global Shares, it doesn’t need to be. |
