Efficient Stock Issuance Solutions

Navigate the complexities of stock issuance with our expert guidance. From employee stock options to investor shares, we help you design and implement a tailored issuance strategy that aligns with your commercial requirements, protect shareholders interest and ensures regulatory compliance.

Get in touch
Founders & Advisory Shares

Equity Allocation and Advisory Share Services

A clean and well-structured capital foundation is fundamental for every subsequent funding round. We provide expert guidance to ensure a transparent, fair, and equitable allocation of shares, fostering alignment, trust, and long-term success among stakeholders. .

ESOP Allocation

Strategic ESOP Allocation Planning

Efficient ESOP structure is the backbone of every corporate. Our experts help you design a tailored ESOP program that aligns with your business objectives, motivates employees, and drives company growth. Unlock the potential of shared ownership for lasting success.

Preferred Stocks to Investors

Preferred Stock Allocation for Investors

Rely on us for vetting the Preferred stock terms, providing guidance, and assisting in negotiating the preferred stock allocation to investors. We ensure regulatory compliance and maintain a fully diluted cap table. Partner with us to simplify the process and enhance investor relations.

A Four-step Process

Strategically Plan Stock Issuance for Business Growth


Strategic Stock Issuance

Develop a clear stock issuance strategy that aligns with your business goals and financial needs.

Alignment with Legal compliance

Ensure compliance with all relevant laws & regulations governing stock issuance to protect your business.

Engaging Potential Investors

Engage with potential investors, pitch your offering, and negotiate terms that meet your objectives.

Documentation and Closing

Prepare all necessary documents, secure investor commitments, and close stock issuance successfully.

Our Customer Stories

USACFO is truly the best-in-class when it comes to providing comprehensive support to startups in the USA. In addition to their exceptional accounting and tax services, they have played a pivotal role in ensuring the precision of our incorporation...

Read more
Bharath Gaddam
CEO, Datapoem

We highly value USACFO's hands-on experience in assisting us in maintaining a fully diluted cap table. Their expertise has been truly appreciated as...

Read more
Vishal Jain
CFO, Fampay

We were immensely relieved to have USACFO's team on our side during our transition from an India-based structure to a US-headquartered company...

Read more
Utsav Mathur
CEO, Gmetri Inc

Schedule a Meeting Today

Let our financial experts share their experience on dealing with similar companies like yours and guide on your US Tax, Accounting and State  Compliance.
Get in touch
Frequently Asked Questions

We're Here to Help

What are the types of stock issued by a company?

Two main types of stocks: common stock and preferred stock.

Common Stock: This is the most common type of stock and represents ownership in a corporation. Common stockholders typically have voting rights in the company and may receive dividends, although dividend payments are not guaranteed. In the event of liquidation, common stockholders have a claim on the company's assets after bondholders and preferred stockholders are paid.

Preferred Stock: Preferred stockholders have a higher claim on the company's assets and earnings compared to common stockholders. They often receive fixed dividend payments, which are paid before dividends are distributed to common stockholders. However, preferred stockholders typically do not have voting rights or their voting rights are limited.

The types of stock issued by a company depend on its capital structure and the terms outlined in its corporate charter and bylaws.

What are the pros of issuing new stocks in businesses?

Issuing new stocks in businesses can have several advantages, including:

  1. Capital Infusion: Issuing new stocks allows businesses to raise additional capital, which can be used for expansion, research and development, debt repayment, or other strategic initiatives.
  2. Dilution of Ownership: It can help distribute ownership among a larger pool of shareholders, reducing the concentration of ownership and potentially making the company more attractive to investors.
  3. Liquidity for Shareholders: Existing shareholders can sell their shares in the secondary market, providing liquidity and potentially realizing capital gains.
  4. Financial Flexibility: New stocks can enhance a company's financial flexibility and ability to pursue growth opportunities without relying solely on debt financing.
  5. Acquisition Currency: Issuing new stocks can be used as a form of currency for acquisitions, allowing companies to acquire other businesses without depleting their cash reserves.
  6. Attracting Investors: A well-structured stock issuance can attract new investors and increase the company's market visibility.
  7. Enhanced Valuation: If the stock issuance is at a higher valuation than previous rounds, it can positively impact the company's overall valuation.
  8. Aligning Interests: Issuing stock options or grants to employees can align their interests with those of shareholders and motivate them to contribute to the company's success.

It's important to note that issuing new stocks also comes with potential downsides, such as dilution of existing shareholders' ownership and the need to meet regulatory requirements. Companies should carefully consider the implications before proceeding with a stock issuance.

Is it better to buy preferred stock or common stocks?

The choice between buying preferred stock or common stock for a business depends on the specific needs and goals of the business. Preferred stock may offer fixed dividends and priority in asset distribution but often lacks voting rights. Common stock provides voting rights but may not offer fixed dividends. Businesses should consider their financial objectives and the desired balance of ownership and control when making this decision.

How do you handle emplyee stock options?

Employee stock options are typically managed through a structured program that includes grant issuance, vesting schedules, exercise periods, and communication with employees. This program is often administered by HR and finance teams in coordination with legal and tax professionals.

Additional Services

Discover What We Can Do for You

Account and Tax

Our team blends financial expertise with tax and accounting precision, ensuring your business thrives financially, with minimized tax liabilities and streamlined financial operations.

Learn more

Company Formation

We assist in launching, expanding, & diversifying U.S.-based businesses. With our help, navigate the intricate process of establishment seamlessly. With years of experience, we provide tailored company formation solutions.

Learn more


Enhance your fundraising journey with our expertise in assisting fund raise of over $500M. We excel in thorough due diligence, strategic term negotiations, and precise FP&A preparation, coupled with valuation support.

Learn more