Global equity consulting services
As companies become global, they seek ways to recruit, retain and reward their best people, regardless of location. Global equity plans can be used in a variety of ways that can give companies a competitive edge, helping to establish a global identity, and make all employees owners.
Extending a stock plan into a new country presents unique tax, legal, cultural and administrative issues which should be addressed. While these issues are not insurmountable, failure to properly consider them may result in a global plan that is expensive, unwieldy or does not meet all of the company’s goals.
Our Deloitte Global Equity professionals can provide value-driven services designed to ensure that a global equity plan delivers against your company's objectives. This comprehensive set of services includes:
- Designing global plans and drafting legal documentation
- Identifying country-specific issues
- Amending existing plans for favorable tax and legal treatment in specified locations
- Preparing the necessary securities and local approvals
- Developing employee and shareholder communications materials
- Administering share plans and providing trustee services
- Selecting vendors for brokerage services and outsourcing administration
- Designing an administration process
- Developing global administration guidelines
- Maximizing corporate tax deductions
- Developing grant policy guidelines
- Valuing options and share awards as part of total remuneration
- Benchmarking options and share awards
- Developing and monitoring performance conditions
- Modeling overhang and flow rate projections and advising on appropriate funding mechanisms
- Providing individual and expatriate tax planning
- Performing ongoing maintenance and compliance
- Providing fiscal valuation services