Templates

The Ultimate Option Rollforward Template! With A Cheat Sheet!

So, there you are, going about your day, minding your own business. And then your auditors call you and ask you for a rollforward of option activity for 2017.  And then your trustee calls you and asks for a schedule of your option grants so that they can reconcile them to their records. And then …

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Template: Employees, Benefit Plans and Labor Matters

Excel templates with explanations that can be used for providing information on employees, employee benefits and employee obligations as part of a due-diligence process, setting up payroll with an external payroll provider and so on.  Includes tabs for Israel and US employees based on my experience there as well as one for German employees which I …

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