Private Company Benefits Of Using A Transfer Agent

by | Dec 19, 2019 | Financial Services

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It is becoming more common for smaller, privately held companies to move away from in-house management of their stocks and to move towards using professional transfer agent services. At Colonial Stock Transfer, we have expertise and experience in working with companies of all sizes to manage their stock transfer and recordkeeping needs.

Understanding how a private company benefits from the use of a transfer agent provides company owners and executives with a clear picture of the benefits of this option.

Expertise in Corporate Needs

Hiring our team to provide transfer agent services is hiring an experienced service that is registered with the U.S. Securities and Stock Exchange Commission. We can provide a full range of services from stock splits, spin-offs, mergers, acquisitions, private placements, and even assisting your company to move to public offerings.

Lower Costs Than Other Options

Some private companies use legal services to provide their stock transfer agent services. Using law firms or attempting to complete the work in-house through someone already on staff or added to staff is typically more costly than hiring a specialized service.

Another factor to consider is our track record of providing exceptional service. Our background and experience allow us to provide support, even in unique situations for your business.

The Use of the Latest Secure Technology

As a specialized company, Colonial Stock Transfer offers our clients the option to offer electronic certificate issuances. This is a more effective option than paper stock certificates and eliminates concerns about the loss of the certificate as it is easily stored in electronic form.

We also offer a full range of additional services from transactional recordkeeping, reporting, mailing, escrow services, dividend payments, and management of proxy meetings.

To learn more about our services as transfer agents for any private company, call us today at 801-355-5740. Also follow on Facebook.

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