Stock & Option Solutions

?? Four of our talented team members, Karol Peake, Lexi Watson, Marc Tipton, CEP, and Jessica Hurtado, ECA will be attending the NASPP IPO Summit on March 27th! This is a fantastic opportunity to connect with industry leaders, explore new partnerships, and gain valuable insights. Going to be in attendance? Let's meet up! Reach out and set some time to connect while we are out there! Lexi Watson - [email protected] Marc Tipton - [email protected] Karol Peake - [email protected] Jessica Hurtado- [email protected] #IPOSummit #SOSTeam #SOSstrong #NASPP

?? Time is running out! Did you have ISO or ESPP exercises in 2024? The March 31st deadline for filing Forms 3921/3922 is fast approaching! Learn how we can help you navigate 6039 reporting with expert guidance, secure data handling, and IRS-compliant electronic filing. ?? https://lnkd.in/gvFvdtx5 Don't risk late filing penalties or errors. Get the peace of mind you deserve. #SOSteam #yearendreporting #equitycomp #peaceofmind

SOS Employee Appreciation Day was a blast! ???? We played Virtual Werewolf with Confetti?and had a great time! A huge thanks to our dedicated team, Werewolf Host Jeremy, and Confetti for making it happen. It was a fantastic way to connect, engage in teamwork, and have fun.? We're?so grateful for our amazing team! #SOSTeam?#SOSstrong #EmployeeAppreciation?#TeamSpirit #CompanyCulture

?? Deadlines looming? Shorthanded? Our team excels at providing fast, efficient solutions. Just ask Skechers USA! We're committed to getting the job done right, on time. #SOSstrong #SOSTeam #EquitySolutions #Outsourcing

Equity departments are facing a dynamic environment in 2025. To stay ahead, strategic planning is more critical than ever. Therefore, we created a handy little roadmap to assist you in establishing effective processes and priorities. Grab your free copy of this roadmap PDF. ? https://lnkd.in/gqmeWahg By embracing these strategic priorities, equity departments can effectively navigate the challenges and opportunities of 2025, creating impactful programs that attract, retain, and motivate top talent. #EquityCompensation #StrategicPlanning #SOSstrong #SOSteam?#Strategy #Roadmap

Happy International Women's Day! At Stock & Option Solutions, we're proud to celebrate the incredible women who make up 59% of our workforce. Their expertise, dedication, and innovative thinking fuels our growth and enriches our company culture every day. Join us in celebrating the achievements of women everywhere! #IWD #WomenInLeadership #EquityCompensation #CompanyCulture #Teamwork #SOSTeam #SOSstrong

Efficient workflows are the backbone of successful equity compensation administration. You can ensure accuracy, compliance, and a seamless participant experience by designing, automating, and optimizing your processes. Here are 8 key workflow management best practices to get you started: ? Design Clear and Standardized Processes: Define each step of your workflows, ensuring consistency and minimizing errors. ?? Automate Repetitive Tasks: Leverage technology to automate tasks like grant processing, vesting calculations, and reporting. ??? Optimize for Compliance: Build compliance checks into your workflows to ensure adherence to regulatory requirements. ?? Implement Task Tracking and Deadlines: Assign clear responsibilities and deadlines to keep everyone accountable. ?? Regularly Review and Refine: Continuously evaluate your workflows and make necessary adjustments to improve efficiency. ?? Ensure Data Integrity: Maintain accurate and up-to-date participant data to prevent errors. ??? Improve Communication: Keep all stakeholders informed throughout the process. ?? Use Reporting and Analytics: Track key metrics to identify bottlenecks and areas for improvement. Workflow management provides the structure and tools needed to get things done efficiently. To learn how Stock & Option Solutions can help streamline your workflow management, visit our website. https://hubs.la/Q039gnqc0 #EquityCompensation #WorkflowManagement #SOSstrong #SOSTeam ??

Our Sales Kick-Off in Nashville at the end of January was a success! ?? We celebrated the rockstar achievements of our Sales & Marketing team and set the stage for a thrilling year. It was a time for reflection, recognition, and setting some ambitious goals. We're looking forward to a year of continued growth and success! Let's go! ?? Barrett Scott Robert Schwandt Jon L. Makenzie Ross #SKO #SOSstrong #SOSTeam

"You seemed to know what you were doing." Confidence is key when navigating stock and option strategies. With over 25 years of experience, we empower our clients with the knowledge and expertise to make informed decisions, just like we did for Lannett Co., providing the peace of mind they deserve. Gain the confidence you need. Let's discuss your stock and option strategy. ?? https://hubs.la/Q038DW6c0 #StockOptions #InvestmentConfidence #ClientTestimonial #SOSstrong

As companies seek innovative, cost-effective ways to reward employees, many are shifting towards Restricted Stock Units (RSUs) as part of their compensation strategy. RSUs offer a unique opportunity to drive long-term growth, retain top talent, and align employees' interests with the company’s performance. Here are some key benefits of RSUs: ? Aligning Employee and Company Goals: RSUs give employees a direct stake in the company’s success, motivating them to work towards shared objectives. ? Incentivizing Long-Term Commitment: With RSUs vesting over time, employees are encouraged to stay and grow with the company. ? Attracting and Retaining Talent: Offering RSUs helps companies stand out and retain skilled professionals in a competitive job market. ? Strengthening Company Culture: RSUs foster a sense of ownership, boosting employee engagement and collaboration. ? Cost-Effective Compensation: RSUs provide valuable incentives without straining company cash flow. Exploring RSUs for your company? We’ve got you covered! Head over here to learn how we can help you seamlessly administer RSUs: ?? https://lnkd.in/epcEQEKB #RSUs #EquityCompensation #EmployeeBenefits #SOSstrong