DORICA DE LA FUENTE, INC.
DORICA DE LA FUENTE, INC.
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EQUITY COMPENSATION & STOCK ADMINISTRATION SOLUTIONS

The Challenges....

The Challenges....

The Challenges....

Many companies that offer equity compensation benefit plans for their employees are faced with the ever-changing rules and regulations governing equity plans and their taxation and accounting consequences for both domestic and international employees.

The administration of their equity plans is not just a data entry function, but one that requires a higher level of analysis and understanding of the corporate governance rules, accounting & expense recognition, legal and tax implications as well as the international accounting and tax developments, just to name a few.

For many companies, stock administration is not a full-time function, and therefore companies cannot justify filling their Stock Administration position with a full time, highly experienced stock administrator.  The challenge for many companies is, "How can their company provide an equity compensation plan for their employees and administer these plans in the most reliable and compliant way, without the high cost of a full time, experienced stock administrator?"

The Solution....

The Challenges....

The Challenges....

Equity Compensation & Stock Administration Solutions can provide the functions of competent and experienced stock administrators and Certified Equity Professionals at affordable fees.


We have the experience and the background in all areas of equity compensation & administration.


We can tailor our services according to our clients' needs:

  • Full-outsourced solutions
  • Semi-outsourced solutions
  • Interim Stock Administrator
  • Vacation/Leave Support
  • Project-based engagements
  • Periodic basis-for financial reporting
  • ESPP purchases
  • Restricted Stock Awards & Units Release Processing
  • Preventative Maintenance: for Data Integrity and Internal Controls
  • All aspects of stock administration

Services

Stock Plan Administration

Valuation & Financial Reporting

Valuation & Financial Reporting

Stock Plan Administration

We offer comprehensive solutions for Stock Option, Restricted Stock and Employee Stock Purchase Plans.  

  • Full-outsource administration
  • Semi-outsource administration
  • Consulting on "as-needed-basis"
  • Equity plan design, implementation and administration

Valuation & Financial Reporting

Valuation & Financial Reporting

Valuation & Financial Reporting

Accounting & Financial Reporting

  • Grant Valuation
  • ASC 718 Stock-Based Compensation Reporting
  • Disclosure Reporting

SEC Reporting & Compliance

SEC Reporting & Compliance

SEC Reporting & Compliance

SEC Reporting

  • Form 3, Form 4, Form 5, Form 13G's, Directors & Officers questionnaire, Rule 144
  • Pre-IPO Shareholders tracking subject to Rule 144,
  • Proxy reporting requirements for Directors and Officers.

OTHER SERVICES

SEC Reporting & Compliance

SEC Reporting & Compliance

Equity Compensation & Stock Administration Solutions
Find out more

Equity Compensation & Stock Administration Solutions

Contact

Website: doricadelafuente.com | equitycompcep.com | Email: dorica@equitycompcep.com

ph:408-210-4268 alt:760-621-3688 fax: 408-228-8930

EQUITY COMPENSATION & STOCK ADMINISTRATION SOLUTIONS 

A DORICA DE LA FUENTE INC. COMPANY

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