Equity Based
Incentive Plan

 

ESOP SYSTEM

Equity Based Incentive Plan

ESOP - EXCELLENCE is designed to offer professional and proactive service-driven solutions for clients seeking cutting-edge services in the field of Stock Based Incentive Plans for company employees.

ESOP - EXCELLENCE has a unique and exclusive software system (developed by Martix).This unique software system ups the market standards to a new all-time high level, in both option/stock administration and in fully automated on-line exercise processing, from the optionee's browser to the trading floor and back, with the applicable tax calculations and clearing processes.

ESOP - EXCELLENCE delivers the highest quality Employees Stock Options Plans (ESOP) services in the industry. We exceed client expectations through personal attention, a pro-active, team-oriented approach, and a focus on timeliness and technological innovation.

Our mission is to be the Employees Stock Options Plans (ESOP) services firm of choice.

ESOP - EXCELLENCE provides One Stop Shop solution that includes all services required in the process of the exercise of options and sale of shares including related Brokerage and clearing services.

ESOP - EXCELLENCE provides trust services and operation are private companies and publicly traded companies. 

trust services


Private Company

ESOP - EXCELLENCE services per private companies include: 

  • Specialization in all the operational aspects of ESOP maintenance.
  • Support to all various incentive planes (ESOP, RSU, ESPP, etc.).
  • Professional and proactive team comprised of lawyers, certified accountants,
    economists and financial.
  • Full trust services and tax reporting
  • Implementing of taxation arrangements with the Israel Tax Authorities.
  • Exclusive web software system that provides full option/stock administration serving the stock management needs of Management, Finance and HR department.
  • Presentations of various aspects of stock based plan to the management and
  • Controlled process - ESOP-EXCELLENCE has ISAE 3402 approval from PWC
    (PricewaterhouseCoopers).

 

esop - excellence

Public Company

ESOP - EXCELLENCE services per public companies include:

  • Specialization in all the operational aspects of ESOP maintenance.
  • Process formation for public companies with the various entities involves, such as, Banks, transfer agents and brokers.
  • Support to all various incentive planes (ESOP, RSU, ESPP, etc.).
  • Professional and proactive team comprised of lawyers, certified accountants,
    economists and financial.
  • Full trust services and tax reporting.
  • Implementing of taxation arrangements with the Israel Tax Authorities.
  • Exclusive web software system that provides full option/stock administration serving the stock management needs of the Finance and HR department.
  • ESOP web system supports exercises from the optionee's browser to the trading floor and back, with full transparency to the optionees on their holding, vesting status and tax calculations.
  • Presentations of various aspects of stock based plan to the management and
  • Call Center for supporting the optionees Q&A's.
  • Ongoing management of all ESOP related aspects including:
    • Full support to transactions made by the employee.
    • Calculation of the taxation per each transaction.
    • Wire proceeds to the Company and the employee.
    • Managing the grant table file.
    • Periodical reporting to the company and Section 102 reporting to Israel tax authorities.
  • Controlled process - ESOP-EXCELLENCE has ISAE 3402 approval from PWC
    (PricewaterhouseCoopers).