Certent Data Quality Audit Services for Equity Management provide organizations with a detailed assessment of their stock plan, accounting, and participant data to minimize risks from errors, inconsistencies, or missing information. A consultant-led workshop defines business rules, and an audit tool applies over 40 tests on grants, vesting schedules, exercises, tax events, forfeitures, expirations, fair values, and participant data. Additional checks highlight discrepancies between reports, option and RS data, and tax treatment. The audit identifies issues with accuracy, integration, or processing and delivers a roadmap for improvement. Engagements typically take 4–8 business days, with fees ranging from $2,850 to $4,275.

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