RESOURCES

Basics or details? We will provide you both.

Explore our resource hub for detailed explanations of popular instruments in equity incentive management and stay informed with our latest blog posts.
4 Pitfalls to Avoid In Equity Compensation Delve into the complexities of equity compensation. Unearth the four prevalent missteps businesses make and arm yourself with strategies to avoid them.
Warrants vs Stock Options A common question we receive in meetings with clients related to their employee stock option programs is how to manage employees in other countries.
Purchase and savings programs Optio helps you run successful savings and purchase programs for your employees.
AGM: A Guide to a Successful Equity Incentive Program Master equity incentive programs with our guide. Craft compelling offers and align with employee motivations for success.
Streamlining the 7P Tax Law Optio Incentives: Simplify 7P Tax Law compliance with our equity management software. Automate equity compensation processes and ensure tax efficiency.
Launching an equity program? Step-by-step guide on launching an equity program. Discover the foundational elements, the benefits, and how to navigate common challenges.
Why Implementing Equity Incentives Matters Discover how equity incentives can transform your workplace dynamics, drive employee dedication, and foster sustainable growth for businesses.
Laying off employees – what happens to their option program? The fate of a laid off employee's existing stock options will depend on the terms of their employment contract and the company's stock option plan.
Changes in existing equity incentive programs Discover key strategies for updating your equity compensation program to align with market changes and regulations in our blog post.

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