1.5 Evolutions in Equity: Next Gen Private Company Share Plans

 

As competition heats up in the global recruitment market, private companies are feeling the heat. Increasingly, privately-owned companies across all sectors are looking to equity-style solutions beyond the ‘C suite’ to incentivize their entire workforce and attract new talent.

As offering equity compensation is naturally more complex for private companies, this session explores the plan design, compliance, liquidity and administration of employee share ownership in the absence of a market for shares.

Attendees will discover:

• The importance of effective plan design including factors such as the difficulty of realizing non-listed shares and the movement toward a non-traditional, flexible workforce that bring additional layers of complexity to plan design.
• How to navigate global compliance requirements while addressing disclosures, exemptions, and withholding obligations that ensure companies operate compliantly and benefit from tax advantage opportunities.
• Which upcoming technologies can help plan administration, focusing on how blockchain and other next gen-technologies can support uncertainty over ownership of equity and the more complex capitalization tables that feature different classes of shares that are prevalent at private companies.

CPE Credit
Field of Study: Specialized Knowledge
Level: I