ESOP Structuring Tax Planning Compliance

ESOP Advisory

We advise companies on structuring and implementing Employee Stock Option Plans (ESOPs) aligned with regulatory requirements and talent retention strategies. Employee Stock Option Plans (ESOPs) are a powerful tool for talent retention and long-term value creation. However, ESOPs involve complex tax implications for both the company and employees at different stages—grant, vesting, exercise, and sale. Our ESOP tax planning services help structure ESOPs in a tax-efficient, compliant, and employee-friendly manner.

Overview Deliverables Add-ons
ESOP advisory
Scheme Design
Retention
ESOP overview
Tax Planning
Stages
ESOP deliverables
Approvals + Reporting
Compliance

Overview Structure

We advise companies on structuring and implementing Employee Stock Option Plans (ESOPs) aligned with regulatory requirements and talent retention strategies. ESOPs involve complex tax implications across grant, vesting, exercise, and sale—our support is built to keep it tax-efficient, compliant, and employee-friendly.

Retention-focused ESOP structuring

Plan design aligned to long-term value creation and talent retention.

Tax-aware planning across ESOP stages

Grant → Vesting → Exercise → Sale, designed for clarity and tax efficiency.

Compliance-first implementation

Regulatory alignment with documentation discipline and reporting readiness.
ESOP advisory overview image
Tax + Compliance Employee-friendly

Key Deliverables Output

Listed exactly as provided — presented in a premium deliverable format.

ESOP scheme design and structuring

Structure designed for alignment, clarity and implementation readiness.

Drafting of ESOP policies and agreements

Policy drafting + supporting documentation for rollout.

Valuation coordination for ESOP issuance

Coordination support for valuation inputs and issuance planning.

Board and shareholder approvals

Approval workflow support to keep ESOP decisions structured and documented.

Ongoing ESOP compliance and reporting

Ongoing compliance discipline with reporting readiness.
ESOP deliverables image
Policies + Reporting End-to-end

Add-ons Optional

Add-on advisory areas (as provided):

Add-on Advisory Areas

ADD ON
  • ADD ON
    Employer-Level Tax & Compliance Advisory Guidance focused on employer-side compliance and tax positioning.
  • ADD ON
    Start-up Specific ESOP Tax Benefits Advisory aligned to startup contexts and ESOP-related benefits.
  • ADD ON
    Employee-Level ESOP Tax Planning Tax planning support for employees across grant, vesting, exercise and sale stages.

Design ESOPs that create a win-win for everyone

We help to design ESOPs that attract, retain, and motivate talent in such a manner that it will create win-win for everyone.

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