EQ Views
The Future Of Employee Plan Administration: 2025 And Beyond
Tuesday, November 25, 2025The landscape of employee equity plan administration is changing rapidly. Regulatory shifts, global mobility, and digital transformation are redefining how companies manage compensation programs.
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Escrow Reimagined: How Executives Are Turning A Transaction Cost Into A Strategic Advantage
Thursday, August 21, 2025Escrow has traditionally been treated as a check-the-box item in M&A and litigation workflows - but legal and finance leaders are waking up to the reality that who holds the money matters more than ever.
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Best Laid Plans: A Planning Checklist for Annual Meetings
Friday, May 2, 2025Planning your company’s annual shareholder meeting involves navigating various complexities, from complying with regulatory issues to addressing industry challenges and executing logistics seamlessly. This checklist was created to help you maximize the benefits of your relationship with your transfer agent as you prepare for your annual meeting.
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Choosing a Transfer Agent That Provides Proactive Support
Thursday, May 1, 2025Taking a proactive approach to managing your shareholder support services requirements can lead to an enhanced shareholder experience. The right transfer agent can keep you ahead of regulatory expectations and deliver transfer agent services with best practices.
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Do You Have the Right Transfer Agent?
Thursday, May 1, 2025A transfer agent plays a crucial role in maximizing shareholder value by delivering efficient, effective and seamless shareholder services. In fact, your transfer agent, also known as a stock transfer agent, is the face of your company to your shareholders. The value of selecting the right provider — one that can grow and evolve with your company — cannot be overstated.
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Five Hidden Benefits To EQ's Onboarding Process
Thursday, April 10, 2025Whether outsourcing your shareholder services for the first time or switching to a different transfer agent, here are your need-to-know steps for a smooth transfer.
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