FRS Equity Strategies: Our Business
Our Clients
Our commitment is to deliver, for every client, unsurpassed knowledge, accurate work and personal attention.
- Fortune 1000 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 – A Human Resources consulting firm that has partnered with FRS to offer employee benefit solutions to private and small public corporations.
- Software EASi – 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.
- Software eProsper – 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 – 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 – 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 GROCO’s clients.
- Broker Merrill Lynch – 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 StockTrans – OptionTrax is a user-friendly and fully-integrated platform for tracking equity plans and securities. FRS offers advisory services for the OptionTrax clients in the FAS123(R) fair valuation process and expense recognition, and offers Equity Plans compliance training.
- Software Transcentive (ComputerShare) – Express Options 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), SEC reporting and equity compensation consulting services for users of the software. FRS consultants have 8+ yrs experience on the application. We offer FAS123(R) consulting, compliance advisory services and training.
- Software Two Step Software – Their Equity Focus software is a robust, web-based stock plan administration and equity compensation reporting solution for private and public companies. FRS offers FAS123(R) and equity compliance training to the Two Step client base.
- Broker UBS – Offers top-tier brokerage services and an executive trading desk for FRS outsourcing clients. FRS custom outsourcing paired with full customer-services broker services.