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video Transfer Agent

EQ’s Transfer Agent Services

Tuesday, April 1, 2025

For over 95 years, EQ has been a trusted advisor to companies large and small with our Transfer Agency services. We deliver expert guidance with a collaborative, consultative and high-touch approach that drives your business and our reputation as the #1 transfer agent in client satisfaction.

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article Corporate Proxy

Preparing for Your Upcoming Annual Meeting: Key Strategies for Success

Tuesday, March 25, 2025

As companies approach their annual meetings, preparation is critical to ensure a smooth process and positive voting outcomes. While there is no one-size-fits-all approach, organizations should consider three common scenarios and tailor their strategies accordingly. 

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casestudy Transfer Agent

Seamless Transition: How EQ’s Expertise and Technology-Driven Solution Helped Successfully Acquire A New Transfer Agent Client

Monday, March 24, 2025

A software company switched to EQ as their transfer agent due to EQ's responsiveness, efficient DWAC Online technology, and seamless onboarding process, which resolved prior service issues and exceeded their expectations.

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article Corporate Proxy

Strategic Preparations for Shareholder Activism

Wednesday, March 19, 2025

As the trends for shareholder activism continue to rise, public companies must be prepared in advance with the right feedback and analysis to minimize the element of surprise and have a board and management team that is cohesive and strategically prepared to articulate its go-forward plan. 

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report Equity Plan Solutions

Guide To Better Employee Equity Plan Management

Tuesday, March 18, 2025

This guide is designed to help answer common questions on equity compensation management tools the EQ team regularly fields on the topic.

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article Equity Plan Solutions

Boost Engagement and Team Efficiency With the Right Equity Compensation Provider

Tuesday, March 18, 2025

When it comes to equity compensation plan providers, it’s crucial to select one with the right technology, resources and expertise. A provider should offer solutions that meet your company’s unique compensation program needs, reduce costs and enable your human resources (HR) and finance teams to work more efficiently and effectively.

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