ESOP Advisory — Designed. Valued. Compliant.
Design and implementation support for employee stock option plans, covering scheme structuring, valuation, accounting treatment and tax compliance.
Book Free ConsultationAn ESOP scheme sits at the intersection of company law, accounting and taxation, and a design that overlooks any one of the three tends to create problems once options start vesting.
N D Savla & Associates advises companies in Nashik and across Maharashtra on designing and implementing ESOP schemes, from the initial pool sizing through to the tax treatment on exercise.
We work with the company's board and management to structure a scheme that fits the retention objective while remaining straightforward to account for and administer year on year.
Our ESOP Advisory Services
Scheme Design
Structuring of the ESOP pool, vesting schedule and exercise conditions.
Valuation of Options
Fair valuation of options for accounting and tax purposes using accepted methods.
Accounting Treatment
Application of the accounting standard for share-based payment over the vesting period.
Tax Compliance
Determination of perquisite value and withholding obligations on exercise.
Trust Structuring
Advice on ESOP trust structures where the scheme is administered through a trust.
Board & Shareholder Documentation
Preparation of resolutions and disclosures required for scheme approval.
Cap Table Impact Analysis
Assessment of dilution impact on the existing cap table before scheme rollout.
Annual Compliance
Ongoing accounting entries and disclosures for as long as the scheme runs.
Our ESOP Advisory Process
Objective Discussion
We discuss the retention objective and the pool size the company has in mind.
Scheme Design
Vesting schedule, exercise price and conditions are structured around that objective.
Valuation
Options are valued using an accepted method for accounting and tax purposes.
Documentation & Approval
Scheme documents and board or shareholder resolutions are prepared for approval.
Ongoing Compliance
Accounting entries and tax compliance are maintained through each vesting cycle.
Why It Matters
Frequently Asked Questions
Designing an ESOP scheme for your team?
Talk to us before finalising the scheme — we’ll get the valuation, accounting and tax treatment right from the start.
