EQ Views

Do You Have the Right Transfer Agent?

Thursday, May 1, 2025

A 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.

Transfer Agent

Five Hidden Benefits To EQ's Onboarding Process

Thursday, April 10, 2025

Whether 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.

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.

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.

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.

Equity Plan Solutions

Equity Compensation: 9 Tips for a Smoother Tax Season

Tuesday, March 18, 2025

As the tax season approaches each year, it’s a good idea for employees, companies and their equity plan administrators to start preparing as soon as possible.