Stock Option
Stock Option
Valuation Services
Valuation Process
Valuation Experience
Sample Report
Glossary of Terms
It is extremely important in today’s regulatory environment that stock options are managed correctly, which includes all the various valuation issues that surround options. Because of this, the valuation analyst must have a working knowledge of stock option plans, in addition to business valuations, so they can consider all the unique factors that options present. The valuation staff at GROCO has extensive knowledge in the design, administration and valuation of stock option plans and can guide you through the regulations that exist.
With the issuance of Section 409A of the Internal Revenue Code, public and private companies must now follow specific rules on the granting and valuation of stock options. If they fail to follow the rules outlined by 409A, the optionees will be at risk for an immediate tax on their options, including an additional 20%. For clarification, 409A relates to the grant price valuation as opposed to the expensing of options under FAS123.
GROCO Business Valuation Articles:
Secondary Market May Impact 409A Valuations
For more information, go to:
409A Valuation Issues Q&A
Notice 2006-4 Valuation Issues
Notice 2006-79 Extends Effective Date
Notice 2007-86 Extends Effecitve Date Again
409A Now Effective
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Alan Olsen, is the Host of the American Dreams Show and the Managing Partner of GROCO.com. GROCO is a premier family office and tax advisory firm located in the San Francisco Bay area serving clients all over the world.
Alan L. Olsen, CPA, Wikipedia Bio
GROCO.com is a proud sponsor of The American Dreams Show.
The American Dreams show was the brainchild of Alan Olsen, CPA, MBA. It was originally created to fill a specific need; often inexperienced entrepreneurs lacked basic information about raising capital and how to successfully start a business.
Alan sincerely wanted to respond to the many requests from aspiring entrepreneurs asking for the information and introductions they needed. But he had to find a way to help in which his venture capital clients and friends would not mind.
The American Dreams show became the solution, first as a radio show and now with YouTube videos as well. Always respectful of interview guest’s time, he’s able to give access to individuals information and inspiration previously inaccessible to the first-time entrepreneurs who need it most.
They can listen to venture capitalists and successful business people explain first-hand, how they got to where they are, how to start a company, how to overcome challenges, how they see the future evolving, opportunities, work-life balance and so much more..
American Dreams discusses many topics from some of the world’s most successful individuals about their secrets to life’s success. Topics from guest have included:
Creating purpose in life / Building a foundation for their life / Solving problems / Finding fulfillment through philanthropy and service / Becoming self-reliant / Enhancing effective leadership / Balancing family and work…
MyPaths.com (Also sponsored by GROCO) provides free access to content and world-class entrepreneurs, influencers and thought leaders’ personal success stories. To help you find your path in life to true, sustainable success & happiness. It’s mission statement:
In an increasingly complex and difficult world, we hope to help you find your personal path in life and build a strong foundation by learning how others found success and happiness. True and sustainable success and happiness are different for each one of us but possible, often despite significant challenges.
Our mission at MyPaths.com is to provide resources and firsthand accounts of how others found their paths in life, so you can do the same.
The Modern NFL Quarterback Market, 3 Views
Written by Ryan Hickman. As we approach the NFL draft, the quarterback market remains volatile. Many consider Tom Brady to be the greatest football player of all time. Why? As the starting quarterback for the New England Patriots, Brady led their franchise to 6 super-bowl championships before leaving in the 2020 offseason to Tampa Bay…
Five Keys to a Successful Family Business
The Community Leaders of a Family Business (Five Keys to a Successful Family Business) Written by Ryan Hickman. Family businesses have been an essential component of the global economy for centuries. These companies are often characterized by their tight-knit management structures, long-term perspective, and commitment to preserving family values. However, running a family business can…
The Man That Helps People Live their Financial Dreams with Comedy – Charlie Epstein, Host of Yield of Dreams
Introduction (yield of dreams) In this interview, Alan Olsen, CPA, MBA discusses using comedy to help people reach their financial goals with Charlie Epstein, author and principal of Epstein Financial Group, LLC and Epstein Financial Services, a Registered Investment Advisory firm. Transcript: Charlie Epstein My ministry in life is to ease people’s pain and suffering about…
Finding Infinite Freedom with Eric Francom
Introduction (Eric Francom discusses finding infinite freedom) In this interview, Alan Olsen, CPA, MBA discusses teaching business success with Dr. Eric Francom. Dr. Eric Francom is an Angel Investor, wealth mentor, speaker, podcaster, and author. Transcript: Eric Francom A lot of people invest in stocks and bonds and retail products, but they don’t get into the part of…