Articles and Resources

This page holds the articles and resources pertaining to the management and accounting for stock based compensation and employee ownership plans.

Article

The Costs and Dangers of Using Spreadsheets for Equity Plans

Using spreadsheets is perceived to be of a lower cost. While in most situations, using spreadsheets results in a total overall incremental cost compared to the alternatives, in some unique situations spreadsheets may be appropriate. This article provides a set of check points to assess whether you can continue operating with your existing spreadsheets, or you need to use an automated equity management product instead.

Inspirational Article

How to Change your Mindset About Selling

Selling makes the world go round however, there is an awful lot of resistance to selling and a negative image of the practice; fueled by mistrust and fear. Believing that you are helping to solve a problem and providing a solution is the heart of selling successfully.

So why is selling a problem for most people? Is it because they think it’s all about telling and closing and persuading and handling objections? Yes…. and no.

Article/Conversation

Why Officers and Directors Should NEVER Receive Restricted Shares

This is a conversation between Michael, the VP, Human Resources of K-Motors and John, a specialist helping Michael with his compensation needs. The board of directors of K-Motors asked Michael to create a new broad-based restricted share plan for all the company 15,000 employees and present to the board for review and approval. Michael reached out to John to help him with setting up this plan; this is the conversation that they had in their first meeting.

Article

The Holy Grail of Employee Compensation: Performance Grants

This article provides an overview that explains performance grants, the ideal strategy of linking employee compensation to their performance while achieving all the other benefits of employee ownership. Performance Grants provide tremendous financial and HR benefits for companies, and these benefits far overweigh the accounting and administrative challenges associated with them.

Article

The Power of the Mini Market

This article explains how private companies can implement a secondary/mini market for their shareholders. The article starts with an explanation of what a mini market is and why private companies should have it. The article then talks about the mini market process and how companies can establish it.