Stock & Option Solutions



If you are in the process of becoming a public company or just thinking about an IPO, join us for some interesting tips and discussion of what you might encounter during this journey.

Our two experts have navigated these challenging waters and will share their experiences as they discuss numerous topics such as broker and transfer agent selection, employee communications, grant process, taxation on exercise of options or release of restricted stock units and employee stock purchase plans.


SOS Educational Webcast

Weathering the Storm:
From Private Company to Public Company

December 13, 2016

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

Interested in learning about our services?  Let's talk.