Delivery transformation
Mastering
data
Overseas share plan
Employee Ownership Trust
Delivery transformation, implementing GRC technology
Example case studies of where we have helped clients to achieve their business goals and create lasting value.
How we have helped our clients
Enhancing risk and governance
The company was looking to facilitate greater employee participation. Our task was to advise on this commercial alternative.
Challenge
An Employee Ownership Trust could be established and a controlling interest in the company transferred to the trust. This would mean that current share holders could maintain a minority interest in the company and continue to provide leadership and guidance, while the employee workforce begins to take a leading role in driving the direction of the company.
Solution
The transfer was completed and the company has begun the next phase of its life cycle. The company has begun the process of empowering employees
to take a leading role in the business.
Outcome
The plan will shortly be adopted and options will be granted as intended. Consequently, UK participants will be provided with an incentive, which is aligned to the company’s commercial objectives and provides tax advantages to both the employees and their employer in accordance with the UK share plans legislation.
Outcome
Our role was to advise on a tax-efficient share option plan which could be offered to a small number of eligible employees in the UK. A company share option plan was found to be the preferred structure and therefore a global plan consisting of sub-plans, which met the commercial needs of the company in each jurisdiction, was designed.
Solution
Based in Australia our client wanted an equity incentive to senior executives in Canada, the USA and the UK. The structure of their proposed plan was a loan-funded share plan. We concluded that there was a simpler structure which could deliver shares to intended UK participants while retaining the business’s commercial objectives.
Challenge
By combining human process and modelling expertise we helped the client increase their understanding of customer behaviour, increase sales conversion and improve process efficiency.
Outcome
We collaboratively designed, developed and implemented an advanced model using machine learning to analyse characteristics and behaviours, and to make predictions on customer behaviour.
Solution
An insurer wanted to extract value from their data and determine the factors that might influence potential customer propensity to buy a financial product.
Challenge
Significant enhancements were made to the cost-effectiveness of finance processes, by automating processes enhancing management control and embedding local ownership.
Outcome
We designed and delivered a new operating model, re-designed and mapped revised processes and controls, introduced new data warehouse technologies and delivered enhanced reporting. We worked alongside and coached new team members to support sustainable embedding.
Solution
A financial services firm wanted to transform its international financial operations and reporting.
Challenge
The plan will shortly be adopted and options will be granted as intended. Consequently, UK participants will be provided with an incentive which is aligned to the company’s commercial objectives and provides tax advantages to both the employees and their employer in accordance with the UK share plans legislation.
Outcome
Our role was to advise on a tax-efficient share option plan which could be offered
to a small number of eligible employees in the UK. A Company Share Option Plan was found to be the preferred structure and therefore a global plan consisting of sub-plans which met the commercial needs of the company in each jurisdiction, was designed.
Solution
Based in Australia the client wanted us to provide an equity incentive to senior executives in Canada, the USA and the UK. The structure of their proposed plan was a loan-funded share plan. We concluded that there was a simpler structure which could deliver shares to intended UK participants while retaining the business’s commercial objectives.
Challenge
The transfer was completed and the company has begun the next phase of its life cycle. The company has begun the process of empowering employees
to take a leading role in the business.
Outcome
An EOT could be established and a controlling interest in the company transferred to the trust. This would mean that current share holders could maintain a minority interest in the company and continue to provide leadership and guidance, whilst the employee workforce begins to take a leading role in driving the direction of the company.
Solution
The company was looking to facilitate greater employee participation in the employees. Our task was to advise on this commercial alternative.
Challenge