Services

Valuation of stock options and restricted stock units (RSUs)

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Fee for a report (publically traded company)

How to request a valuation (publically traded company)

 

Fee for a valuation of stock options or RSUs (publically traded company)

We accept VISA, MasterCard, money orders, certified cheques and personal cheques. To pay by VISA/MasterCard, complete the following form.

 
Fees (Publically Traded Company)
Valuation of stock options (includes the valuation and a formal report).

$400 plus tax for the first grant, and $75 plus tax for each additional grant.
Valuation of restricted stock units (includes the valuation and a formal report).

$250 plus tax for the first grant, and $75 plus tax for each additional grant.

We would be happy to have a telephone conversation to discuss the results of the report and answer any questions that you may have, at no extra charge.

 

Process for a requesting a valuation of your stock options or RSUs (publically traded company)

In order to have your stock options or RSUs valued, please:

1. Provide us with the following information for each stock option/RSU grant:

  • the date of the grant
  • the number of options/units
  • the expiry date
  • any vesting provisions or other restrictions.

2. Send us this information by mail, email (a scanned copy) or by fax.

Click here for our contact information.

3. If you are mailing the information, please call us toll free or email us to let us know that you are sending it by mail.

Please feel free to contact us with any questions that you have.

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