Case Study: TI Accountancy achieves long-term business security with Vestd

TI Accountancy - Customer Case Study

TI Accountancy, a small accounting and business advisory firm, faced challenges with business succession and rewarding key employees. Founder Tracy Irwin, who was moving abroad, wanted to ensure her business would outlive her ownership and provide security for her team, who were concerned about the company's future after she had received several offers to sell. She needed a cost-effective and simple solution to implement an equity scheme, which led her to the vendor Vestd.

Vestd provided its equity management platform to create a share scheme for TI Accountancy. The solution was easy to implement and allowed Tracy to grant shares to employees who had worked at the firm for seven years, with the shares vesting over an additional seven-year period. This provided peace of mind for the founder, security for the employees and clients, and served as a powerful incentive for recruiting and retaining talent, with two apprentice-started employees having already become directors.

TI Accountancy

Tracy Irwin

Founder and Director