FRS Equity Strategies: Our Business
Our Clients
Our commitment is to deliver, for every client, unsurpassed knowledge, accurate work and personal attention.
- Fortune 500 corporations
- Small, public corporations
- Private companies
- Pre-IPO in stages 1, 2 or 3 of the growth cycle
- 10 employees to 3,000 employees
- US and International employees
- Foreign parent companies with US subsidiaries
Our Business Partners
- HR Benefits Complete HR Solutions LLC β A Human Resources consulting firm that has partnered with FRS to offer employee benefit solutions to private and small public corporations.
- Software EASi β FRS has partnered with Equity Administration Solutions, Inc. (EASi), the software application leader in stock plan expensing and administration with a "workstream" management solution. Together we provide the first custom, full-services solution in equity plans outsourcing.
- Transfer Continental Stock Transfer β FRS has partnered with Continental Stock Transfer and Trust, to offer full-service stock plan administration and our Bundled Service for IPOs β software, stock plan administration, transfer agent, and stock broker. Continental is the "Number One Stock Transfer Agent in the U.S. for 2010" and is the Talon Award Winner for Performance and Customer Satisfaction. We are excited by the possibilities of this partnership.
- Software eProsper β The CapMx software manages all the components of your equity structure -- stock options, common and preferred stock, warrants, and convertible debt. FRS offers advisory services for the CapMx clients in the FAS123(R) fair valuation process and expense recognition, and offers Equity Plans compliance training.
- Software E*Trade Financial β Equity Edge is one of the leading software applications for option and award tracking. FRS offers training on the software, user tips for compliance under FAS123(R) and SEC reporting and a long list of consulting services for the software. FRS employees have 15+ yrs experience and an in-depth know-how on 4 different versions. FRS provides E*Trade corporate services staff an exam prep program for CEP certification examinees.
- CPA firm Greenstein, Rogoff, Olsen & Co (GROCO), LLP CPAs β One of the top accounting and CPA firms in the SF Bay Area that offers 409A Valuation services. FRS provides FAS123(R) services and equity plan outsourcing to GROCOβs clients.
- Broker Merrill Lynch β FRS custom outsourcing has paired with full customer-service brokerage services by ML. The nationwide firm offers top-tier brokerage services, an executive trading desk and wealth management services for FRS outsourcing clients.
- Software Two Step Software β Their Equity Focus application helps finance professionals replace the uncertainty of numerous complex spreadsheets with a single, consolidated online system for stock plan administration, FAS 123 reporting (now ASC Topic 718), and fully-diluted capitalization tables. It also supports a culture of sound compliance by storing corporate governance documents, such as minutes of meetings, as well as a complete audit trail. FRS offers FAS123(R) and equity compliance training to the Two Step client base.
- Broker UBS β Offers top-tier brokerage services and an executive trading desk for FRS outsourcing clients. FRS custom outsourcing paired with full customer-services broker services.
- Finance and Accounting Consultants RoseRyan β Whatever the assignment, RoseRyan gurus look outside the cubicle and give you a heads-up on how finance decisions will ripple across your business. They will help you make smart finance choices and manage costs - without ever sacrificing quality or exposing you to unnecessary risk. Visit www.roseryan.com to learn more about their capabilities in each major service area: Strategic finance Compliance & risk management Interim finance specialists Start-up & emerging growth services Finance information strategy.