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Tag Archives: stock option management
The Seven Habits of Highly Effective Equity Reporting
With the recent passing of Stephen Covey, it seemed appropriate to see if his framework for The Seven Habits of Highly Effective People could be applied to the people we work with at Corporate Focus – those looking to handle … More
Straight Talk on Sec. 409A Valuations: How To Get It Right The First Time
Do you still fondly remember the old days when boards of directors could easily set the stock option price for privately-held companies? Well, those days are gone, ever since the introduction of Section 409A of the tax code with its … More
Moving to Audited Financials? Four Tips to Prepare Your Equity Accounting and Reporting for Success
For most privately-held companies, a major growth milestone (and admitted headache) is the point in time when their compiled financials are transitioned to audited financials. And while this may sometimes to be more of a pain than not, what it … 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
Accurate Capitalization Tables: Five Documents to Review
Here are the five types of documents you need to review to confirm that your ownership data and related capitalization tables are 100% accurate. Continue reading More
The Efficiency Factor: Lower Legal Fees + Stellar Service = More Client Work
I recently interviewed a corporate attorney at Shulman Rogers, a mid-sized law firm in Potomac, MD. Max Masinter told me that Corporate Focus has become “a foundation” of his practice because of its efficiency and client service benefits. In fact, … More
Resources for Equity Transactions and Planning: Part 3 – myStockOptions.com
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
