Option Plans

  • Updated

Learn how to create Option Plans!

Option Plans are critical for creating an ESOP, or other equity programs for your clients. If you haven’t created a Vesting Schedule already, you may want to do that first! Click on the Vesting Schedules article for more details.

  1. From an entity record, navigate to Securities > Options

  2. Choose the Option Plan tab

  3. Click New to enter the name of the Option Plan and other details

  4. Review the information and then click Save when you’re finished

Click on Granting, Exercising and Canceling Options for more details.


The video below will show the process of setting up an Option Plan in Athennian.