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Shareholder Services

Prepare your business to
thrive.


Develop the tools you need to enhance long-term value creation.

Let’s Talk

Our Solutions

Stock up on
success with
shareholder and employee-ready
solutions.

Meeting shareholder and employee demands while conducting the day-to-day duties needed to reach your goals is a challenging and time-consuming endeavor – especially if you have a large employee base, a large network of shareholders or complex ownership structures.

We enhance your current team’s ability to do what they do best by customizing an effective and reliable system of solutions that supports the needs and interests of your shareholders – and your organization at large.

  • Capitalization table management and reconciliation, equity roll forward, value awards, generate stock-based compensation expense and disclosure reports, handle setup of equity-related procedures and controls, track disqualified dispositions, handle tax filings (3921s and 1099s), and respond to employee inquiries.

  • Manage ownership changes to ensure compliance with laws and regulations while facilitating successful equity-based transactions.

  • Management and administration of all options and awards activity (grants, exercises, repurchases and cancellations) to foster alignment around goals.

  • Provide in-depth analysis to ensure the proper accounting for events such as modifications of grants, performance grants, repricing of existing awards, accounting for warrants and convertible notes, secondary market transactions, and implementation of new accounting standards.

  • Cheap stock analysis, preferred stock classification, technical memos re: SBC assumptions, warrant and PS classification, convertible notes, and equity restructurings.

How We Help

Resources to build effective shareholder strategies.

From resource provision and relationship building to regulatory compliance and beyond, we work with startups of all sizes to tackle ever-evolving shareholder and stakeholder requests, balance competing interests and effectively manage growth and change.

We help with common shareholder-related challenges, including:

  • Timely and reliable communication
  • Planning and allocation of resources
  • Compliance with laws and regulations
  • Managing stakeholders and complex ownership structures

Hear what our clients have to say.

“Kranz really understands what it takes to support a venture-backed company. They have a talented pool of people that are able to step into your finance organization and provide immediate value.”

Matt Jones CEO Cloudshield

“We have found that everyone at Kranz provides diligent and reliable service to our organization. I have complete confidence in the team to provide us everything from tactical check writing to strategic financial planning.”

Doug Knopper Co-Founder & CEO Freewheel

“I have recommended Kranz to several of my portfolio companies to provide full service CFO/Finance support, as well as consulting on seeking and structuring venture debt. In each case they have delivered excellent results with a qualified, professional, ethical & cost-effective team.”

Pete Solvik Managing Director Sigma Partners

“Kranz is a true value add to my organization, giving us the peace of mind, we need to run our business. Every member of the accounting team is technically smart, collaborative, and customer service oriented. Weekly meetings with our CFO and team provide real-time transparency and line of sight into our financial operations. We very much appreciate the partnership, knowing we have such sound financial stewardship.”

Amit R. Patel Axiado

“Working with Kranz has been a game changer for my business. Our CFO advisor is a true business partner, adept at decision-making and highly adaptable. His CFO’s subject matter expertise and well rounded industry insight provides a layer of financial and strategic acumen that is tremendously valuable to us particularly as we navigate the current macro environment. He has also been a great coach and mentor to members of our finance and accounting teams, making them far more productive in their roles.”

Mondy Herndon CEO JOLYN

News & Insights

Keep up with the latest shareholder services updates.

Our Process

Empower your team with our tailored approach.

Set a strong foundation

Successfully get your business up and running across payroll, accounting, and operations.

Strategize your best path forward.

Develop roadmaps and integrate measures that enhance operations to effectively manage growth and change.

Expand & Evolve

Accelerate and scale through business transactions while overcoming obstacles, preparing for the future and driving innovation.

Let’s Connect

Grow to your full potential with Kranz by your side.

With over 28 years of industry experience, we are proud to be the “go-to” finance and accounting firm supporting startups and emerging growth companies.

From interim management to leading your organization to an IPO, we ensure that your business receives a tailored white-glove service through every stage of growth.

Power your team with benefits that matter:

  • Reduce Resource Costs
  • Save Time
  • Customization
  • Objectivity

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