Flexible Equity Experts Available
Temporary or long-term professionals ready to step in
The Challenge
Equity operations are often built on a single point of failure. When something inevitably changes, risk compounds quickly.
Here are some examples we see every day:
- Key stock plan owners leave at the worst possible time, often just before vesting or tax season
- Equity responsibilities become fragmented across HR, Legal, Finance, and Payroll
- Tax season, IPOs, M&A, and year-end reporting overwhelm lean teams
- Companies misunderstand tax implications and withholding requirements
The result is compliance risk, delayed execution, and over-reliance on a single person.
The Solution
SOS provides experienced equity professionals who step in immediately to stabilize operations, eliminate single points of failure, and keep equity work moving. Benefits include:
- Flexible coverage: short-term, long-term, or fractional leadership
- Experts trained on major equity platforms (ShareWorks, Fidelity, E*TRADE, Carta)
- Rapid onboarding with minimal disruption
The result is continuity without disruption, even when teams, timelines, or demands change.
Coverage Types
Short-Term Coverage:
Quick response for employee leave, turnover, or peak season
Long-Term Staffing:
Embedded specialists for sustained operational continuity
Fractional Leadership:
Interim management or project-based oversight for scaling teams
Equity Expertise
SOS equity professionals bring hands-on expertise across the full spectrum of stock plan operations, supporting day-to-day administration as well as high-stakes, event-driven work.
- Stock plan administration for options and RSUs
- ESPP management, including enrollment, purchases, and dispositions
- Proxy and CD&A data preparation
- Section 16 and 6039 year-end reporting
- IPO, M&A, and equity data conversion support
- Platform migrations and system integrations
How We Work
Consultation
We meet with your team to define needs, timelines, and system requirements.
Matchmaking
We pair you with pre-vetted professionals experienced in your equity platform and processes.
Onboarding
Talent integrates directly into your workflow with SOS oversight, documentation, and security protocols.
FAQs
Experienced equity and stock plan professionals across administration, reporting, compliance, and platform support.
Both short-term coverage and longer-term staffing engagements are available.
Often within days, depending on scope and onboarding needs.
Yes. This is a primary use case for our staffing solutions.
Primarily remote, with flexibility based on role requirements.
Major stock plan and equity administration platforms, plus custom workflows.
Staffing can scale up, down, or conclude as business needs evolve.
Immediate expertise without long-term headcount, recruiting delays, or ramp-up time.
Yes. We ensure smooth onboarding and clean transitions.
Submit the form and we’ll quickly assess your needs and recommend coverage.
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.