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