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Author Archives: Gary D. Levine
New JOBS Act Calls for Better Equity Tracking
Whether you’re an investor in start-ups, a board member, a founder, a CFO, or an attorney, you’ve probably noticed that the ownership records and capitalization tables for fast-growing start-ups seem to be a little disorganized (don’t worry – others have … More
Tagged equity management, jobs act
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5 Ways Excel Fails at ASC Topic 718 (FAS 123R) Reporting
Recently, we attended a CFO RoundTable panel on Revenue Recognition Under Evolving FASB Standards, which reviewed new privately-held company accounting standards currently in consideration for adoption in the next 3 years. While there were several key takeaways for CFOs to … More
Ever Wish You Had a Primer on ASC Topic 718 (FAS 123R) Reporting?
In the scramble of year-end financial reporting, equity compensation reporting is often left to the very last minute. And it’s usually in that last minute when you realize that a stock option expensing primer would be pretty helpful. Whether you’ve … More
Sec. 409A Valuations: Do It or Skip It At Your Peril.
Every year at about this time, we’ve just finished helping many of our Corporate Focus customers with questions that come up from their auditors and the finance team is looking forward to taking a break from equity compensation reporting. However, … More
Jumpstart Our Business Startups (JOBS) Act: It’s the Right Move
When you’ve helped more than 200,000 start-ups and emerging-growth companies track their stockholder and stock option information for 25 years, you have a pretty good sense of when something is great for “Start-Up America.” And the past decade certainly presented … More
New White Paper: Five Steps To Simplify Your Stock Option Reporting and Expensing
Let’s face it – no one wants to spend a lot of time and resources on their equity reporting. In fact, for most privately-held companies, stock option reporting and expensing probably doesn’t feel like a critical part of running and … More
Stock Option Expensing Under ASC Topic 718 – Explained.
As companies scramble to pull together their year-end financial statements, emerging-growth companies often leave equity compensation reporting to the very last minute. But to report their numbers to investors and auditors, any company that has an employee stock option plan … More
Outsourcing Your Equity Administration Challenges. Why It Makes Perfect Sense.
Think about the last time you needed to deliver a capitalization table to the board of directors, an investor, or an auditor – and realized all too late that the information was severely out of date. You’d been busy with … More
What Does the Future Law Office Look Like?
Over the past few years, there has been less legal work to go around. More work is being done by in-house legal departments, and lawyers are looking for ways to provide better client service. More
5 Reasons You Need an Online Minute Book System (Instead of Just Online Minute Book Documents)
Subject: Macy Shubak, a senior paralegal and prolific blogger at the boutique Madison, Wisconsin law firm AlphaTech Counsel, recently posted an article called Online Minute Books 2.0. Her piece features an excellent chart that compares four different methods for storing … More
