Design Approach

OTA's objective is to assist clients in the assessment, design and implementation of employee equity strategies that align with the organisation's culture and objectives. Equity strategies should be designed with consideration of the:

Current or proposed general remuneration strategy;
Industry and competitor market;
Participant taxation issues; and
Future requirements of the organisation.

OTA's extensive experience enables us to provide current best practice while also drawing on the history and evolution of this form of remuneration.

Each equity strategy is tailored to your organisation's requirements and size. The following general process is followed in most cases:

OTA reviews all background material that includes assessment of any current or previous employee equity ownership experience.
The background review is then discussed with the organisation to assess expectations and experiences.
OTA provides a design report outlining the proposed incentive, and a costing for implementation.
The required approval to proceed is obtained, and OTA can assist with remuneration committee and board presentations.
OTA prepares draft implementation and communication documentation to be confirmed with your counsel. OTA will liaise with and assist your counsel, or can provide introductions to counsel already familiar with OTA work.
OTA is then available to present the incentive to the relevant employees. This service provides an external, independent assessment and viewpoint to your employees.

OTA employee equity strategies provide organisations with real activity-changing employee ownership.