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Hi Carta Community,

I thought you might find the following article valuable: NASPP |Readying Equity Plans for the Public Stage

Here I outline six essential strategies to ensure your equity compensation programs are robust and ready for the public markets:​

1. Equity Plan Design: Craft flexible yet accountable stock plans, considering factors like share reserves and evergreen provisions.​

2. Executive Alignment: Ensure executive compensation aligns with shareholder interests and withstands public scrutiny.​

3. Infrastructure: Establish robust systems and processes to manage equity plans effectively.​

4. Communication: Clearly articulate equity compensation strategies to stakeholders, including employees and investors.​

5. Retention: Design equity plans that support long-term employee retention post-IPO.​

6. Broad-Based Ownership: Promote widespread employee ownership to foster engagement and alignment.​

By proactively addressing these areas, companies can facilitate a smoother transition to public markets and enhance long-term success.​

Feel free to share your thoughts or experiences on preparing equity plans for the public stage!

Cheers,
Robyn

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Robyn Shutak
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Thanks for sharing this, Robyn! This is incredibly helpful for any company starting to think about the transition to public markets. Equity planning tends to ramp up quickly during this stage, and your breakdown makes the key considerations feel more actionable.

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Brent Devey
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