Services/Equity
ESOP Plan Setup.
An ESOP that qualifies for the startup tax concessions and actually retains talent.
Overview
The right ESOP incentivises employees without diluting founders unnecessarily. We set yours up under the ESS startup tax concessions where you qualify, and draft the plan, offer letters and board resolutions.
What's included
In the fixed fee.
- ESOP plan rules
- Board resolutions to establish the plan and reserve the option pool
- Template option offer letter and exercise notice
- Guidance on ESS startup tax concession eligibility
- One round of revisions
How it works
A tight, transparent process.
- 01
Structuring call
60 minutes to decide options vs. shares, vesting schedule, cliff, good/bad leaver treatment and pool size.
- 02
Draft
Full document set delivered within 10 business days.
- 03
Board pack
Ready-to-sign resolutions to establish the plan.
Who it suits
Built for these situations.
- Startups making their first hires with equity
- Companies preparing for a priced round where investors expect an option pool
- Growing teams replacing ad-hoc equity promises with a formal plan
FAQs
Questions we hear often.
- Do we qualify for the ESS startup concession?
- Most Australian startups under 10 years old with <$50m turnover do. We confirm eligibility on the structuring call.
- Options or shares?
- Options are more common — they defer the tax event and cost employees nothing to accept. We'll walk you through the trade-off.
Talk to us
Legal built for esop plan setup.
Send us a note about what you're working on. We'll respond within one business day and, if we're a fit, book a free 15-minute consultation with a senior lawyer.