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

Bonnie Mott
Director, Stock AdministrationWorking 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.