Preparing your strategy and equity plan

This two-hour recording will teach you what it takes to prepare for your IPO and outlines essential success factors across the finance organization. Experts in accounting, compliance and legal issues will dive into key changes required for your equity compensation program and how to manage them, as well as share best practices across the IPO preparation process.

Watch the presentation to:

  • Discover the characteristics of successful IPOs and walk through the crucial areas of the preparation process
  • Review key accounting considerations including the tax and disclosure issues related to executive compensation
  • Learn practical steps for getting your equity information organized, preparing for the stockholder vote, and addressing other administrative tasks
  • Discuss key steps including reconciliation items, finding a transfer agent and broker, and handling the lock-up period
  • Understand the employee-facing changes in transitioning an equity compensation program from private to public, such as the shift to full-value awards and working with a captive broker

SOME OF OUR 2400+ SUCCESSFUL CUSTOMERS

SOME OF OUR 2400+ SUCCESSFUL CUSTOMERS

See a demo

Schedule time to see how our Equity Management solution could help your team.

Get the checklist

Our experts have gathered all of the items you'll need to have done.

See a demo

Schedule time to see how our Equity Management solution could help your team.

Get the checklist

Our experts have gathered all of the items you'll need to have done.

About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

Get in touch   |   www.certent.com