Equity Plan Solutions, LLC

Equity Plan Solutions, LLC, located in the US, provides specialized equity compensation consulting services to both public and private companies, ensuring efficient management of their equity plans through tailored solutions. Equity Plan Solutions, LLC operates within the equity compensation consulting sector, offering services that cater to the unique demands of its clients. Founded in 2016 in Redwood City, US, the company has executed 1 deal to date. The firm has not undergone any notable pivots in business strategy.

There is no mention of parent companies or subsidiaries associated with Equity Plan Solutions. Information about its founder or CEO is currently unavailable. Equity Plan Solutions specializes in providing comprehensive equity compensation consulting services designed to meet the diverse needs of their clients. Their core offerings include plan administration for both public and private companies, helping clients select suitable plan administration systems, and providing ongoing support or full-time administration services.

EPS also offers expertise in equity plan projects, assisting with Requests for Proposals (RFPs), implementations, mergers, splits, spin-offs, tender offers, and option exchanges. Their accounting services cover a broad range of needs, including assumptions, valuations, expense reporting, disclosures, and tax accounting. The company primarily serves public and private companies across various industries in North America and Europe, focusing on ensuring efficient management of equity plans through tailored, individualized solutions. Equity Plan Solutions operates on a service-based revenue model, generating income through consulting fees and plan administration services.

The firm engages in predominantly B2B transactions, partnering with corporations to manage their equity compensation programs. Clients typically enter into agreements for ongoing administrative support or specific projects, with pricing reflecting the complexity of the services required. For instance, companies may subscribe to periodic consultancy services or pay fees based on the scale of specific projects, such as RFP assistance or full plan implementations. EPS’s flagship services, including public and private stock plan administration, form the core of their revenue-generating activities, enabling them to maintain a strong operational framework while effectively addressing their clients’ equity compensation needs.

In April 2026, Equity Methods, LLC, a portfolio company of HGGC, agreed to acquire Equity Plan Solutions, LLC. This acquisition allows Equity Plan Solutions to expand its business. While specific upcoming products and services are not detailed, the acquisition suggests potential new offerings and enhancements in consulting services that will be developed post-transaction.