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ESOP & Advisor Equity

ESOPs and other equity-linked compensation are vital tools for startups to attract and retain top talent. Beyond employees, startups also leverage equity-based instruments like phantom stocks to bring on crucial strategic and domain expertise from advisors. At Treelife, we specialize in structuring these arrangements to be tax-efficient, compliant and aligned with your long-term growth. We offer end-to-end support, from initial onboarding to seamless execution.

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Services Offered

  • End-to-end structuring of equity-based compensation strategies, including ESOPs, phantom stock, and more.
  • Drafting of all necessary documentation, such as ESOP policies, grant letters, and phantom stock agreements. We also assist in designing appropriate vesting schedules (time-based, milestone-based, or hybrid).
  • Guidance on selecting the appropriate route: direct equity issuance, phantom stock, ESOP, or founder share transfers.
  • Advisory on tax implications, including GST, TDS, perquisite taxation, and capital gains.
  • Support with valuation reports (FMV/book value) as required under the Companies Act and Income Tax.
  • Ensuring compliance with statutory requirements under Sections 42, 62(1)(b), and other applicable provisions under Company Law as may be applicable
  • Cap table modelling and impact analysis of various instruments

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Insights

ESOP & Advisor Equity
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In early 2025, the USA President Donald Trump announced a new wave of tariffs targeting major U.S. trading partners, including…

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GST Amendments Effective from 1st April 2025 

The Goods and Services Tax (GST) framework is set to undergo significant transformations starting April 1, 2025. These amendments aim…

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