Equity Compensation Management & Rule 144 Stock Solutions
Smart, Compliant, and Scalable Stock Plan Administration for Growing Companies
Today’s competitive talent landscape demands more than just salary. Equity compensation is a critical tool for recruiting, retaining, and rewarding high-performing employees, founders, and executives. But managing it—especially when Rule 144 stock is involved—can be complex.
At MVM Advisors, we simplify the process. We help businesses navigate the full lifecycle of equity-based awards while ensuring regulatory compliance, employee clarity, and operational efficiency.
End-to-End Equity Compensation Administration
We specialize in guiding companies through the nuances of stock-based compensation, including:
- Stock Options (ISOs & NSOs)
- Restricted Stock Awards (RSAs)
- Restricted Stock Units (RSUs)
- Employee Stock Purchase Plans (ESPPs)
- Rule 144 Stock and Affiliate Transactions
We leverage Interactive Brokers LLC (IB) and their cloud-based Equity Incentive Plan Administrator to deliver an integrated, secure platform for equity compensation—from grant to vesting to liquidation.
Streamlined Participant Experience
Employees receive clear access to their vested and unvested shares, all in one place via IB’s PortfolioAnalyst. With one login, they can:
- Monitor awards in real time
- Model exercises
- Execute trades and transfers
- Access tax and performance reports
- View their full financial portfolio in one dashboard
Seamless Onboarding
As awards vest, participant data is automatically loaded and shares are transferred to newly created IB accounts—no paperwork, no delays.
Advanced Compliance for Rule 144 Stock
We support insider transactions and affiliates subject to SEC Rule 144 with advanced audit trails, secure reporting, and direct EDGAR filings.
Institutional-Grade Tools at Startup-Friendly Pricing
Even companies with modest headcounts gain access to tools once reserved for public companies:
- Yield enhancement (for hard-to-borrow post-IPO shares)
- Advanced tax optimizers
- Covered-call tools to protect long-term gains
- Zero-commission U.S. option exercises and assignments
- Real-time mobile access and multilingual support
Cloud-Based Plan Admin for Modern HR & Finance Teams
Built to scale with your business, our equity compensation platform empowers HR and finance teams with:
Role-based access and administrator controls
Real-time cap table and grant data
Drag-and-drop forecasting and budgeting tools
Country-specific tax and regulatory compliance
Integrated reporting for IFRS and ASC 718
Scenario modeling for exit events and financing rounds
Built for Compliance, Confidence, and Clarity
Whether you’re dealing with Rule 144 insiders, international teams, or pre-IPO equity grants, we help you stay ahea
Section 16 SEC filing requirements
Global tax withholding rules
Audit-ready expense accounting
Shareholder communications
State and global mobility taxation
Partner with MVM to Simplify Stock Compensation
With our guidance and Interactive Brokers’ robust infrastructure, you’ll gain:
- Fully automated account provisioning
- Access to world-class trading tools
- A single platform for plan management, compliance, and participant support
- Reduced administrative burden for your internal teams
- Scalable pricing for growing firms
Let’s build an equity program your team understands—and your executives trust.
Schedule a consultation today to see how we can streamline your stock compensation strategy, including Rule 144 and affiliate share plans.
Let's Build your investment future together
Partner with MVM Advisors to bring clarity, confidence, and expertise to your portfolio strategy.
