About Us
Equity IQ is a specialized consulting firm dedicated to simplifying the complex world of equity compensation. We bring together deep technical expertise, hands-on administration experience, and a passion for empowering companies to manage their stock plans with confidence, accuracy, and strategic insight.
Founded by seasoned professionals with decades of experience in equity administration, financial reporting, and SEC compliance, Equity IQ was built on one guiding principle — knowledge drives smarter equity decisions. We partner with public and private companies to deliver tailored solutions that blend operational excellence with a human touch.
Our team understands that every client’s needs are unique. Whether you’re navigating an IPO, expanding your global footprint, or improving internal governance, we ensure your data, filings, and processes are precise, compliant, and efficient. With Equity IQ, you gain more than a consultant — you gain a trusted partner committed to your success.
The Experts
Bill Storey, CPA, CEP
Managing Partner, Head of Equity Accounting & Financial Reporting
Bill is a seasoned equity compensation professional with more than two decades of experience. He equips the teams he leads and supports with the technical expertise and resources needed to help clients navigate the complex accounting, tax, and regulatory requirements associated with equity compensation programs and employee stock purchase plans (ESPPs).
Bill earned his Bachelor of Science in Business from Indiana University Bloomington’s Kelley School of Business. His prior roles include Managing Partner of the equity consulting firm Your Equity Solutions or YES Team, Equity Compensation Senior Manager, SEC Reporting Manager/Preparer, and Corporate Internal Senior Auditor for several publicly traded companies. He began his career as an external auditor with a Big 4 public accounting firm.
Bill is a Certified Public Accountant licensed in Indiana and a Certified Equity Professional. He currently serves on the Certified Equity Professional Institute Advisory Board (since September 2025) and is a member of the National Association of Stock Plan Professionals (NASPP). He has previously volunteered with the CEP Exam Curriculum Committee and served as a board member for a grassroots charter school supporting diverse/multi-lingual students in grades K–8. Bill is also a frequent guest speaker and panelist at industry conferences focused on equity compensation.
LoAn Kloosterman, CEP
Partner, Head of Equity Admin Services
LoAn is a seasoned equity administration expert, bringing over a decade of experience in managing and optimizing equity processes since 2015. Specializing in SEC Section 16 reporting (Form 3, 4, and 5), she ensures compliance and accuracy in regulatory filings while implementing best practices in equity plan management.
Throughout her career, LoAn has successfully guided clients through seamless transitions to new equity management databases, enhancing efficiency and streamlining operations. Her deep expertise in equity processes, coupled with a strategic approach to implementation and compliance, makes her a valuable asset to organizations looking to strengthen their equity administration practices.
LoAn holds a Bachelor’s degree in Business Administration with a concentration in Computer Information Systems from California State University, East Bay (formerly CSUH). She is also a Certified Equity Professional (CEP) and an active member of the National Association of Stock Plan Professionals (NASPP).
As a dedicated leader and equity expert, LoAn is committed to providing tailored solutions that drive success in equity management.
Connect with LoAn to learn how she can help optimize your equity strategy.