An ESPP (employee stock purchase plan) is a program which allows employees to use their wages to acquire their company’s shares, usually at a discount of up to 15%. While ESPPs have proven to be beneficial for both employers and employees, rolling out a plan can be confusing sometimes.

Together with one of our Certified Equity Professionals (CEP), John Bagdonas, we’ll look at the eight stages you need to go through to introduce an ESPP in your company:

• Define your ESPP goal
• Design and research for your ESPP
• Get approval
• Set up your plan details & rules (partner with a service provider)
• Plan the content of your communications
• Enrollment stage
• Track all events and administer on a daily basis
• Measure, review and improve

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Schedule a 30 minute call with one of our equity specialists to learn more about our solution.

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