Aligning Equity with Excellence
At RBKValGrow, we view ESOPs as a powerful strategic tool, not just a financial instrument. We deliver comprehensive, end-to-end solutions that cover the entire lifecycle from initial scheme design and structuring to rollout and long-term administration.Whether you are a startup launching your first plan or a mature organization optimizing an existing framework, we ensure your equity strategy is seamlessly aligned with your business goals.
Comprehensive 360° ESOP Advisory
We deliver high-impact equity solutions designed to fuel growth, ensure precision, and secure long-term talent retention—while maintaining regulatory, valuation, and tax integrity.
Strategic Framework & Design
Strategic Advisory & Benchmarking01
Aligning equity strategy with HR and compensation frameworks.
Custom Scheme Structuring02
Designing bespoke ESOP plans for all growth stages.
Cap Table & Dilution Modeling03
Scenario-based modeling for ownership impact visualization.
Governance & Execution
Policy & Documentation01
Precision drafting of ESOP policies and resolutions.
Compliance & Regulatory Filings02
End-to-end management of all regulatory requirements.
US 409A Valuations03
Audit-ready valuations ensuring IRS compliance.
Financial Intelligence & Reporting
Valuation & Tax Optimization01
Independent assessments with tax efficiency focus.
Accounting & Financial Reporting02
Advisory under Ind AS 102 and IFRS 2 standards.
Buyback & Exit Planning03
Structuring liquidity events with valuation integrity.
Ready to Transform Your Equity Strategy?
Connect with our financial experts to design a comprehensive ESOP strategy that drives growth, retention, and shareholder value.
Frequently Asked Questions
ESOP Advisory involves the structuring, valuation, implementation, and ongoing management of Employee Stock Option Plans. Companies engage ESOP advisors to attract and retain key talent, align employee incentives with long-term business objectives, and ensure compliance with regulatory, tax, and valuation requirements.
ESOPs are structured through board-approved plans, shareholder resolutions, and grant letters. Vesting schedules, cliff periods, exercise prices, and strike prices are carefully tailored to suit the company’s growth stage, funding history, and the roles and seniority of employees.
For employees, ESOPs are typically taxed at the time of exercise as perquisite income and at the time of sale as capital gains. For employers, ESOP-related costs may be eligible for tax deductions, subject to prevailing tax laws, valuation norms, and accounting standards.
Issuing ESOPs requires adherence to the Companies Act, shareholder and board approvals, ROC filings, disclosure obligations, and compliance with applicable accounting standards such as Ind AS 102 or IFRS 2.
ESOP valuations are typically conducted annually or upon the occurrence of material events such as fundraising rounds, restructuring, mergers, or secondary transactions. Regular valuations ensure fair pricing, audit readiness, and regulatory compliance.
Our Clients
We partner with a diverse range of organizations to drive equity-based success across growth stages and ownership structures.
Innovators
Startups and high-growth ventures.
Established Entities
Private and public (listed & unlisted) corporations.
Legacies
Family-owned businesses and diversified groups.
Guardians
ESOP trusts, trustees, and professional advisors.
Trusted by founders, boards & institutions
Across startups, enterprises & family offices
Strategic Service Pillars
Our ESOP advisory framework is built on five strategic pillars that ensure precision, compliance, and long-term value creation.
Design & Structuring
Bespoke ESOP schemes aligned with long-term vision.
Governance & Documentation
Grant letters, policies, and compliant plan documentation.
Financial Intelligence
Independent valuation advisory and strategic tax planning.
Engagement
Employee onboarding & communication for maximum buy-in.
Lifecycle Management
Full-scale ESOP administration & structured exits.