Plan Design Begins with the End in Mind

A litany of decisions must be made with any equity plan. Choices that seem inconsequential at the time can dramatically impact your participants and your financial statements. Our expertise and foresight will guide you through the tradeoffs, balancing participant perceived value and expense to maximize the plan’s effectiveness.

Holistic Equity Plan Design Services

Whether entering into equity compensation for the first time, revamping your existing equity plan, introducing new types of performance awards, broadening from domestic to global equity, or trying to reach a broad-based population via an Employee Stock Purchase Plan, Aon has seen it all. Private or public, small or large, domestic or global, we are here to help design an equity plan that meets the needs of your compensation philosophy and your financial goals, keeping expense and dilution in mind.

Our unique design approach includes:  

  • Data, Design, and Approval
    • Market-leading data, including the McLagan and Radford compensation survey platforms as well as Aon's Annual Relative TSR Survey
    • Domestic and global plan document and agreement drafting
    • Share plan authorization modeling and advice
    • Shareholder outreach capabilities
  • Goal Setting, Peer Group Assessment, and Financial Reporting Considerations
    • Metric selection, calculation methodologies, and robust goal setting
    • Performance peer group assessment and selection
    • Hypothetical financial reporting and SEC disclosure modeling, including expense and dilution
  • Domestic and Global, Regulatory and Project Expertise
    • Regulatory, tax, and administration expertise, both domestically and globally
    • Implementation and project management expertise
  • Unmatched knowledge through thousands of prior equity plan design projects

Aon has you covered. We'll work with you from the inception of your equity philosophy through the life of your grant, combining our technical knowledge of equity plans and practical experience in the shareholder approval, implementation, valuation, financial reporting, and tax implications of equity plans.


Contact Us

Let us know how we can help and a member of our team will be in touch shortly.

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