Shareholder Services

Value-creating growth

Value-creating growth is the strategic challenge, and to succeed, companies must be good at developing new, potentially disruptive businesses.

Our team of experts can help you with:

  • Cap Table Management
  • Stock Option Management
  • 409a Valuations & Compliance
  • ASC 718 (Stock-based compensation) expensing
  • Board Consents
  • Business Insurance
  • Contract Review
  • Corporate Structuring
  • Electronic Securities
  • Form 3921 & 83b management
  • Product Insurance
  • Rule 701 management
  • Scenario Modeling
  • Secondary Market Transactions
  • Stock Re-pricing

Key contacts

Working towards a better future.

The collective sum of the individual differences, life experiences, innovation, self-expression, unique capabilities, and talent represents a significant part of our culture, reputation, and achievement as a company.

We are constantly working to cultivate an environment of authenticity and inclusivity at Addison Group, our family of brands, and our clients and candidates through employee-led initiatives.

Contact our DEI task force today about ways to partner towards a better tomorrow.