Project-Based Solutions for Every Need
Expert support for complex equity projects and transformation.
Core Services
IPO Support
We help your equity program stand up to public-company scrutiny so you can enter an IPO with confidence, not last-minute fire drills.
Mergers and Acquisitions
We reduce disruption and risk during equity transitions so your deal moves forward without delays or participant confusion.
Employee Equity Education
We give employees clarity and confidence around their equity so questions drop, trust rises, and your team stays focused on their work.
Stock Plan Health Check
We uncover hidden risks in your equity operations before they become costly problems.
Proxy Compensation Analysis
We help your proxy disclosures stand up to scrutiny while clearly telling your compensation story.
Platform Conversions
We move your equity data cleanly and safely so nothing breaks, gets lost, or surprises your team.
Data Automation
We reduce manual work and errors so your equity data stays accurate, timely, and reliable.
How We Work
Discovery
We review your current program, identify gaps, and assess risks to understand your needs and goals.
Development
We build a clear, actionable plan with recommended steps, timelines, and priorities tailored to your organization.
Implementation
We partner with your team to execute the plan, refine processes, and provide continuous guidance as your needs evolve.
FAQs
We help with IPO readiness, M&A support, platform conversions, data automation, proxy analysis, health checks, and other high-impact equity projects.
If you are preparing for a major event, facing capacity gaps, or need expert guidance to improve accuracy and compliance, Professional Services is the right fit.
No. Equity Management Services handles day-to-day administration. Professional Services focuses on project-based, strategic, and technical support.
Yes. Many companies pair Professional Services with temporary or long-term staffing to ensure full coverage during busy or transitional periods.
Accordion Content
Yes. We work with ShareWorks, Fidelity, E*TRADE, Schwab, Carta, BAML, Certent, Computershare, UBS, and Global Shares.
Yes. We support companies at every stage, from early growth through post-IPO.
Every project follows a clear three-step workflow: discovery and analysis, roadmap development, and implementation with ongoing support.
Contact our team, share your goals, and we will outline the recommended approach, timeline, and next steps.
Why Companies Choose SOS
Expertise
Over 25 years of CEP-level mastery ensure that even your most complex equity compliance and reporting requirements are met with precision.
Partnership
We bridge experience and bandwidth gaps by integrating with your team. This provides the steady hand required to navigate your equity operations at every stage of growth.
Responsiveness
We provide direct, immediate access to our experts, ensuring you have the support you need when you need it.