The Complete Guide to Employee Stock Options

The Complete Guide to Employee Stock Options

Author: Frederick D. Lipman

Publisher: Prima Lifestyles

Published: 2001

Total Pages: 0

ISBN-13: 9780761533825

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Numerous private and public companies offer stock option plans every year to motivate, retain, and reward employees. But implementing the right stock option plan can be a complex and daunting undertaking, without the proper guidance.The Complete Guide to Employee Stock Optionsunravels the mystery of creating a meaningful equity compensation plan for employees that is favorable for the business. Author and attorney Frederick D. Lipman describes in complete detail the legal, operational, and motivational aspects of developing a stock option program, whether it's for the new start-up looking to attract top talent or the venerable company looking for ways to reward its best performing employees. Readers will discover how to: * Understand the pros and cons of different option plans* Implement the right plan to meet the company's future plans* Motivate key employees with equity compensation* Minimize the risk of losing equity in a volatile market* And much moreThis book also includes useful information for employees who want to understand what their stock options mean and how to maximize their profitability. Complete wi


An Employee's Guide to Stock Options

An Employee's Guide to Stock Options

Author: Beth V. Walker

Publisher: McGraw-Hill Education

Published: 2003-03-21

Total Pages: 0

ISBN-13: 9780071402309

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Guidelines for fully understanding and getting full benefit from an employee stock option plan Nearly 10 million U.S. employees are fortunate enough to receive company stock options. Unfortunately, far too many have little or no idea exactly what it is they have. An Employee's Guide to Stock Options provides the first comprehensive­­and comprehensible­­guide to employee stock options, covering what they are, what they are worth, how to maximize their value, and more. Compensation specialist Beth Walker outlines an easy-to-follow program that any employee, at any level, can use to get full value from a company's stock option program. Complete in both its guidelines and its real-life examples, this handy book outlines the fundamental actions that must be taken when stock options are part of a financial plan, as it explains: • Different types of options • How to avoid common and costly mistakes • The impact of the Alternative Minimum tax


Getting Started In Employee Stock Options

Getting Started In Employee Stock Options

Author: John Olagues

Publisher: John Wiley & Sons

Published: 2010-01-14

Total Pages: 226

ISBN-13: 0470570792

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An A to Z guide for understanding employee stock options (ESOs). In Getting Started In Employee Stock Optionsauthors John Olagues and John Summa provide a full understanding of ESOs and demonstrate how to make the most of them. Page by page this author team, a highly experienced options market maker and a professional trader, share essential information that you're probably not hearing anywhere else. This book contains the keys to managing and hedging ESO opportunities in addition to important tax and valuation guidance appropriate for the highest executives to the non-officer managers and the newly arrived employee. Examines essential ESO issues, including tax consequences, risks, and industry pitfalls Written by an experienced pair of stock option experts Enables employees and executives to make more informed decisions regarding their stock options grants Written in a straightforward and accessible style, Getting Started In Employee Stock Options will help protect the value of your options, help you avoid costly mistakes, and allow you to take advantage of certain friendly tax rules. Some of the world's foremost authorities on options have endorsed Getting Started inEmployee Stock Options.


Employee Stock Options: Exercise Timing, Hedging, And Valuation

Employee Stock Options: Exercise Timing, Hedging, And Valuation

Author: Tim Siu-tang Leung

Publisher: World Scientific

Published: 2021-07-29

Total Pages: 228

ISBN-13: 9813209658

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Employee stock options (ESOs) are an integral component of compensation in the US. In fact, almost all S&P 500 companies grant options to their top executives, and the total value accounts for almost half of the total pay for their CEOs. In view of the extensive use and significant cost of ESOs to firms, the Financial Accounting Standards Board (FASB) has mandated expensing ESOs since 2004. This gives rise to the need to create a reasonable valuation method for these options for most firms that grant ESOs to their employees. The valuation of ESOs involves a number of challenging issues, and is thus an important active research area in Accounting, Corporate Finance, and Financial Mathematics.In this exciting book, the author discusses the practical and challenging problems surrounding ESOs from a financial mathematician's perspective. This book provides a systematic overview of the contractual features of ESOs and thoughtful discussions of different valuation approaches, with emphasis on three major aspects: (i) hedging strategies; (ii) exercise timing; and (iii) valuation methodologies. In addition to addressing each of these categories, this book also highlights their connections and combined effects of the cost of ESOs to firms, as well as examines the implications to modeling and valuation approaches. The book features a unique approach that combines stochastic modeling and control techniques with option pricing theory, and provides formulas and numerical schemes for fast implementation and clear illustration.


Hello, Startup

Hello, Startup

Author: Yevgeniy Brikman

Publisher: "O'Reilly Media, Inc."

Published: 2015-10-21

Total Pages: 465

ISBN-13: 1491910046

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This book is the "Hello, World" tutorial for building products, technologies, and teams in a startup environment. It's based on the experiences of the author, Yevgeniy (Jim) Brikman, as well as interviews with programmers from some of the most successful startups of the last decade, including Google, Facebook, LinkedIn, Twitter, GitHub, Stripe, Instagram, AdMob, Pinterest, and many others. Hello, Startup is a practical, how-to guide that consists of three parts: Products, Technologies, and Teams. Although at its core, this is a book for programmers, by programmers, only Part II (Technologies) is significantly technical, while the rest should be accessible to technical and non-technical audiences alike. If you’re at all interested in startups—whether you’re a programmer at the beginning of your career, a seasoned developer bored with large company politics, or a manager looking to motivate your engineers—this book is for you.


Consider Your Options

Consider Your Options

Author: Kaye A. Thomas

Publisher: Fairmark Press Inc.

Published: 2005

Total Pages: 290

ISBN-13: 0967498171

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This is the 2005 edition of the most popular book on employee stock options. It's a major revision from the previous edition, with new design, content and organization to make it even easier for employees to learn what they need to know about their equity compensation.


Founder’s Pocket Guide: Stock Options and Equity Compensation

Founder’s Pocket Guide: Stock Options and Equity Compensation

Author: Stephen R. Poland

Publisher: 1x1 Media

Published: 2018-10-15

Total Pages: 131

ISBN-13: 1938162145

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This highly visual guide offers startup founders and employees a “nuts and bolts” view of how stock options and other forms of equity compensation work in early-stage startups. Throughout this guide numerous mini-infographics illustrate the key concepts founders need to know and show the relationships between stock option grants, vesting timelines, exercise timing, and associated tax implications. In detail, this Founder’s Pocket Guidewalks entrepreneurs though the following elements: Startup Equity Compensation Basics: Sharing Equity with Your Team The first section of this guide is structured to help founders build a base of understanding about the numerous definitions and terminology related to startup equity compensation and stock options. Topics covered include: · A brief refresher on startup equity in preparation for delving into the details of stock options and other forms of equity compensation. · A quick review of how startup equity ownership is shared between the various stakeholder of a startup including the founders, investors, and employees. · The fundamental mechanics of how startup stock options work, including option grants, exercising, vesting, and selling of stock shares. · A detailed review of equity compensation terminology and definitions, such as vesting, strike price, fair market value, and spread. · An explanation of each of the most common types of equity compensation including Restricted Stock, Incentive Stock Options, Non-Qualified Stock Options, and Restricted Stock Units. Equity Compensation Types in Detail The next section of this guide reviews each of the most common types of equity compensation, including detailed components such as tax implications, vesting and exercise parameters, and other IRS rules governing the ownership of each equity type. The following equity compensation types are covered: · Restricted Stock (RS) · Incentive Stock Options (ISOs) · Early Exercise Incentive Stock Options (EE-ISOs) · Nonstatutory Stock Options (NSOs) · Early Exercise Nonstatutory Stock Options (EE-NSOs) · Restricted Stock Units (RSU) Establishing Your Startup’s Equity Plan In the final part of this guide we dig deeper into the key areas founders need to consider when developing an equity plan for their startup, with specific focus on the following issues: · When to implement a formal equity incentive plan · What factors to consider when deciding how large the equity compensation pool should be · How to decide employee equity award amounts at the different stages of a startup’s lifecycle · What general steps to take to establish a equity compensation plan for your startup · What key information that must be communicated to employees about equity compensation awards · Which step-by-step calculations are needed to truly understand equity ownership percentages and value · How IRS and SEC rules impact private company equity compensation


Angel Investing

Angel Investing

Author: Joe Wallin

Publisher: Holloway, Inc.

Published: 2020-07-01

Total Pages: 244

ISBN-13: 1952120497

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Angel Investing: Start to Finish is the most comprehensive practical and legal guide written to help investors and entrepreneurs avoid making expensive mistakes. Angel investing can be fun, financially rewarding, and socially impactful. But it can also be a costly endeavor in terms of money, time, and missed opportunities. Through the successes, failures, and collective experience of the authors you’ll learn how to navigate the angel investment process to maximize your chances of success and manage downside risks as an investor or entrepreneur. You’ll learn how: - Lead investors evaluate deals - Lawyers think through term sheets - To keep perspective through losses and triumphs This book will also be of use to founders raising an angel round, who will be wise to learn how decisions are made on the other side of the table. No matter where you’re starting from, this book will give you the context to become a savvier thinker, a better negotiator, and a positive member of the angel investing and startup communities.


Stock Options & Grants

Stock Options & Grants

Author: Peter R. Wheeler

Publisher: AdvisorPress

Published: 2004

Total Pages: 208

ISBN-13: 0971489815

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Stock Options + Grants: The Executive's Guide to Equity Compensation provides a comprehensive, easy reading treatment to the complex area of stock options and grants for the busy executive. From the boardroom to the mailroom, individuals with stock options or grants will benefit from the quick reading question and answer format of this book. If you have a question about your stock options or grants, you are likely to find it answered in Stock Options + Grants: The Executive's Guide to Equity Compensation.