ESOP Planning & Advisory Services
Attract, Retain & Reward Employees with Smart Equity Solutions!
An Employee Stock Ownership Plan (ESOP) is a powerful tool that allows companies to incentivize employees by granting them ownership in the business. It enhances employee loyalty, improves productivity, and aligns interests with long-term company growth. Our ESOP Planning & Advisory Services ensure a legally compliant and well-structured plan that maximizes value for both employees and employers.
Why Implement an ESOP?
Employee Motivation & Retention – Reward top talent & reduce attrition.
Company Growth & Productivity – Align employees’ goals with business success.
Wealth Creation for Employees – Opportunity to participate in financial growth.
Tax Benefits – Attractive tax incentives for both companies & employees.
Corporate Governance & Stability – Encourages long-term commitment & leadership.
Our ESOP Planning Services
Regulatory Compliance & Legal Structuring
SEBI & Companies Act Compliance for ESOP Implementation. Drafting of ESOP Scheme, Trust Deed & Employee Agreements. Approval from Board of Directors & Shareholders.
ESOP Valuation & Share Pricing
Fair valuation of shares by registered valuers. Determining the right grant price & vesting period structure. Advising on tax implications for employers & employees.
ESOP Structuring & Customization
Types of ESOPs:
Employee Stock Options (ESOs) – Stock options granted over time. Restricted Stock Units (RSUs) – Shares awarded with performance conditions. Phantom Stock & SARs – Cash-based stock appreciation rights. Defining vesting schedules & exercise periods. Creating employee-friendly equity distribution models.
Employee Communication & Awareness
Conducting ESOP awareness sessions & workshops. Educating employees on vesting, taxation & exit strategies. Assisting with ESOP portals & tracking systems for transparency.
ESOP Implementation & Execution
Filing with stock exchanges & regulatory bodies.
Coordinating with registrars, depositories (NSDL/CDSL) & legal advisors.
Ensuring proper share allotment & documentation.
Post-ESOP Management & Compliance
Managing exercise & liquidation processes. Handling ESOP buyback & liquidity events. Regular compliance reporting & employee assistance.
Why Choose Us for ESOP Planning?
SEBI & Legal Compliance Experts – Ensuring hassle-free approvals. Custom ESOP Structuring – Tailored to business needs & employee roles. Seamless Execution – From planning to allotment & management. Employee-Friendly Approach – Enhancing awareness & participation. Tax-Efficient Solutions – Maximizing benefits for both employers & employees.