YOUR EQUITY, YOUR LLC

Create an LLC to hold your Employee Equity

Create an LLC to hold your Employee Equity

Form your own LLC to hold your employee stock and RSUs. We help you create a compliant structure that your company will approve for transferring equity to an affiliate you own and control.

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$500M+

$500M+

Stock Transferred

Stock Transferred

1,000+

1,000+

LLCs Formed

LLCs Formed

150+

150+

Partner Companies

Partner Companies

2019

2019

2019

Year Founded

Year Founded

INTRODUCTION

What is an Employee LLC?

What is an Employee LLC?

What is an Employee LLC?

An Employee LLC is a dedicated legal entity, typically a Limited Liability Company, created by an employee to hold their company stock or equity grants. Instead of holding shares directly in your personal name, you transfer them to an LLC that you own and control—with your employer's approval.


This structure is increasingly common among employees at high-growth startups and public companies who want more flexibility in how they manage, transfer, and plan for their equity holdings. Employee LLCs serve as a bridge between personal stock ownership and sophisticated estate planning, offering benefits that individual ownership cannot provide.


Each Employee LLC is structured with clear governance, typically organized in Delaware for its favorable business laws, and must be approved by your employer under their existing stock transfer policies. The result is a compliant, efficient way to hold equity that opens doors to tax planning, estate planning, and eventual liquidity events.

Why Employee LLCs Matter

Why Employee LLCs Matter

Why Employee LLCs Matter

Holding your equity in a properly structured LLC unlocks benefits that personal ownership simply cannot provide.

Holding your equity in a properly structured LLC unlocks benefits that personal ownership simply cannot provide.

Holding your equity in a properly structured LLC unlocks benefits that personal ownership simply cannot provide.

Designed for Approval

We help you form an LLC structured to meet your employer's transfer requirements. Your company can approve transferring your equity to an affiliate entity you fully own.

We help you form an LLC structured to meet your employer's transfer requirements. Your company can approve transferring your equity to an affiliate entity you fully own.

Estate Planning Benefits

Estate Planning Benefits

Transfer ownership interests to family members or trusts without triggering company restrictions. Gift LLC membership interests while maintaining control of the underlying shares.

Transfer ownership interests to family members or trusts without triggering company restrictions. Gift LLC membership interests while maintaining control of the underlying shares.

Simplified Documentation

One entity on your company's cap table instead of multiple family members or trusts. Clean record-keeping that makes corporate administration easier for everyone.

One entity on your company's cap table instead of multiple family members or trusts. Clean record-keeping that makes corporate administration easier for everyone.

Fast Formation Process

We handle entity formation, operating agreements, and employer approval requests. Most LLCs are ready for stock transfer within 2-3 weeks of engagement.

We handle entity formation, operating agreements, and employer approval requests. Most LLCs are ready for stock transfer within 2-3 weeks of engagement.

Tax Planning Flexibility

LLCs offer pass-through taxation and the ability to make strategic elections. Work with your tax advisor to optimize your equity compensation structure.

LLCs offer pass-through taxation and the ability to make strategic elections. Work with your tax advisor to optimize your equity compensation structure.

Maintain Full Control

You remain the managing member with complete authority over the LLC and its assets. Transfer economic interests while retaining voting rights and decision-making power.

You remain the managing member with complete authority over the LLC and its assets. Transfer economic interests while retaining voting rights and decision-making power.

FEATURES

Employee LLC features at a glance

Employee LLC features at a glance

Employee LLC features at a glance

Setup

Delaware LLC formation

EIN registration

Operating agreement

Bank account guidance

Approval Process

Employer notification letter

Transfer request documents

Policy compliance review

Corporate approval support

Transfer Execution

Stock assignment documents

Cap table update coordination

Certificate reissuance

Confirmation of transfer

Ongoing Support

Annual compliance reminders

Amendment assistance

Future transfer support

Estate planning coordination

Request a demo today

Request a demo today

Request a demo today

Create your own LLC to hold your employee equity today with Allocations.

Our team will guide you through formation, structuring, and getting approval from your company.

Create your own LLC to hold your employee equity today with Allocations. Our team will guide you through formation, structuring, and getting approval from your company.

Book a demo

SOCIAL MEDIA

Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.

Copyright © Allocations Inc

SOCIAL MEDIA

Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.

Copyright © Allocations Inc

SOCIAL MEDIA

Allocations secondary market is operated through Allocations Securities, LLC dba AllocationsX, member FINRA/SIPC. To check this firm on BrokerCheck, click on the following link: here. The main FINRA website can be accessed through this link: here. Allocations Securities, LLC is a wholly owned subsidiary of Allocations, Inc.

Copyright © Allocations Inc