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Tag Archives: Equity Focus
Resources for Equity Transactions & Planning: Part 1 – CompStudy Survey
I’d like to share with our Corporate Focus and Equity Focus users three great resources that I recommend for equity planning, equity transactions, and understanding equity instruments. Our customers have used all of these, and I want to make sure … More
Add the Latest Web Tools to your Stock Plan Administration Toolkit
In my previous blog post, I answered the question, “Should You Add New Web Tools to Your Stock Plan Administration Toolkit?” with a resounding “yes!”. So right about now you’re probably asking, “Well, Jeremy, what are these web tools, exactly?” … More
Should You Add New Web Tools to Your Stock Plan Administration Toolkit?
Most of us already incorporate the new generation of Web tools into our daily lives. I’m talking about everything from Linking In to Facebooking to Tweeting to watching videos on YouTube to replying to poll questions. In fact, you’re using … More
How Did Your Year-End Equity Compensation Reporting Audit Go?
Near the end of 2009, I posted the article, Be Happy Generating Your FAS 123R Year-End Disclosures. Now that the 2009 audit season is coming to a close, I wonder how many private companies truly had a stress-free audit? How … More
Still Using Spreadsheets for Capitalization Tables? Here are 5 Good Reasons to Stop.
I was at a law firm the other day listening to three attorneys debate whether their spreadsheets were a satisfactory tool for doing their transactional clients’ capitalization tables. The first attorney (we’ll call her Susan) said that her spreadsheets were … More
5 Ways to Perform Year-End Equity Management and FAS 123R Work Faster
In a recent blog post, I discussed a webinar I attended from Stock & Option Solutions relating to five common mistakes made in year-end equity management work and a few automation secrets that can be used to avoid them. I … More
Funding and Innovation: Is the Chain Broken?
I recently attended an event at the MIT Media Lab sponsored by TheFunded.com, a social networking website geared toward CEOs and founders of start-upcompanies who want to share war stories of trying to get VC or angel seed funding. 150 CEOs … More
The Overlap of FAS 123R and Sec. 409A in the Stock Option Valuation Game
Although option expensing under FAS 123R caused a great amount of confusion when it was first introduced, fortunately, stock plan administration systems were able to handle much of the difficult leg work. That’s clearly not the case when it comes … More
