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