Basic Support |
Advanced Service |
Valuation Consulting |
| Coordination with IT Department | Review of Client Generated Valuation Reports | Alternative Share-Based Payment Award Valuation |
| Description of Data Input Procedure | Review of Valuation Input Assumptions | Capped Payoff Option Valuation |
| Description of Features and Functionality | Custom Excel VBA Macro Development | Custom DLL Development |
| Description of Valuation Methodologies | Custom Option Tracker Reports: Crystal, Excel, HTML | Option and Restricted Stock Valuation |
| Error Message Interpretation | Custom Option Tracker Program Functionality | Custom Valuation Model Development |
| Installation of Software | Option Tracker Database Conversion and Validity Testing | Derived Service Period Calculation |
| Introductory Tutorial by Telephone | Volatility Calculation Review | Exercise Behavior Analysis |
| IT Network Installation of Database | Fair Value Calculation Review | Expected Term Analysis |
| Review of Option Pricing Models | Advanced Online Training | Expected Volatility Analysis |
| Telephone and Online Support | Onsite Training | FAS 133 Warrant Valuation |
| Volatility Analysis Reports | Option Tracker Password Retrieval | Forfeiture Rate Analysis |
| | Quantitative Finance CPE Seminar | Multiple Suboptimal Exercise Behavior Factors Advisory |
| Option Tracker Only: | Reconciliation to Previous Valuation or Reports | Net Cost True Up and Reconciliation |
| EPS Dilutions Report | Excel Template Design and Modification | Performance-Based Awards Advisory |
| ESO Admin Reports by Transaction, Employee, Company | Transactions Data Review | Price-Performance Target Award Valuation |
| ESO Average Exercise Moneyness Calculation | | Research Projects |
| ESO Average Time To Exercise Calculation | | Stock Option Activity Report (Non Option Tracker Clients) |
| ESO Exercise Behavior Report | | Restricted Stock Activity Report (Non Option Tracker Clients) |
| ESO Exercise Behavior Report | | Total Shareholder Return (TSR) Ranking Valuation |
| ESO Fair Value Report (FAS 123R) | | Written Documentation for Auditors |
| ESO Forfeiture Report | | Interpretation of FAS 123R |
| ESO Quarterly Cost Attribution | | Compensation Design and Planning |
| ESO Valuation and What-If Scenario Reports | | |
| Valuation and Attribution Reports | | |
| Mark-To-Market Report (Periodic Revaluation) | | |
| Outstanding Options Report | | |
| Reference to FAS 123R Paragraphs | | |
| Stock Option Activity Report | | |
| Restricted Stock Activity Report | | |
| Free for licensed users | $110 per hour | $220 per hour |
