When does it make sense to replace Excel spreadsheets as your primary tool for FAS 123R stock option valuation work?

2 followers
0 Likes

Lots of our customers are on the record that they save at least a week of work and many thousands of dollars on their audits by getting away from spreadsheets for their FAS 123R stock option valuations (let alone what they save on the option adminstration). But I'm also often told by prospects that they can't cost justify it. Who's right? There doesn't seem to be any pattern in terms of age of option plan, size, etc.

1 Reply

Doug,


My opinion only:


I think many companies get the concept of valuation (the act of creating the value) confued with the act of creating the values, attaching them to grants, tracking any changes to the values etc...


The can be done in a spreadsheet, although i would not generally recommend it.


The second requires a systematic approach, with audit trails, if a company is to have any level of comfort.

Reply
Subgroup Membership is required to post Replies
Join ECE - Equity Compensation Experts now
Doug McCartney
over 15 years ago
1
Reply
0
Likes
2
Followers
434
Views
Liked By:
Suggested Posts
TopicRepliesLikesViewsParticipantsLast Reply
Tax Return Extensions
Bruce Brumberg
over 4 years ago
10295
John Olagues
over 4 years ago
New CEP CE Course on Taxation
Bruce Brumberg
over 4 years ago
00217
Bruce Brumberg
over 4 years ago
Tax Return Changes & Reporting Resources Related to Stock Comp
Bruce Brumberg
almost 5 years ago
00260
Bruce Brumberg
almost 5 years ago