Equity Administration Solutions
Strategic equity administration support for private and public companies, from day-to-day plan management through complex corporate events.
Equity compensation is one of the most powerful tools a company has. Done well, it aligns your team with long-term outcomes, supports your talent strategy at every stage, and gives employees a genuine stake in what you’re building.
None of that happens by accident. Equity administration is the discipline that makes it real, one that touches payroll, accounting, legal, and HR simultaneously, and grows more complex as your program grows.
Most companies aren’t under-informed about equity. They’re under-resourced for what it actually demands. It’s a full-time job that rarely gets full-time attention, and when companies come to us, there’s usually more to address than they expected: records that need reconciling, processes that have drifted, or gaps that haven’t surfaced yet.
This is where BPM’s Equity Administration & Advisory Group comes in. BPM works across the leading equity administration platforms, including as a Morgan Stanley at Work Channel Partner, and with providers such as Fidelity and Carta. Whether your program runs on an established enterprise platform or a solution built for high-growth companies, our team brings the hands-on experience to implement, optimize, and administer within your existing environment.
Connect with a Equity Administration Professional
Our Equity Administration Services
Outsourced Equity Administration
Corporate Actions Services
Reconciliation Support
Equity System Management
Equity Administration That Works Across Your Entire Organization
Equity administration doesn’t exist in a silo, and BPM’s team is built to reflect that. Our equity professionals work alongside technical accountants, payroll specialists, tax advisors, and IPO readiness professionals within the same firm, so when your program surfaces a question that reaches beyond administration, the right experience is already part of your engagement.
Technical Accounting Advisory
Equity compensation sits at the intersection of some of the most complex areas of US GAAP, including ASC 718 share-based compensation accounting, revenue recognition, and financial instrument classification. BPM's Technical Accounting team works alongside our equity professionals to help ensure that the accounting implications of your equity program are addressed accurately and documented for audit.
Payroll Services
Equity events like RSU releases, option exercises, and ESPP purchases carry payroll tax obligations that must be handled correctly at the time of the transaction. BPM's Payroll Services team brings Certified Payroll Professionals with deep experience in equity-related withholding, multi-jurisdiction compliance, and coordination with your equity platform, so nothing falls through the gap between equity administration and payroll execution.
Advisory Support
When compliance questions, regulatory requirements, or complex participant situations arise, our equity professionals provide clear, experienced guidance so your team can move forward with confidence. We help your team evaluate the issue, understand its broader implications, and determine the appropriate path forward, with practical support tailored to the structure and evolving needs of your equity program.
What the Right Support Changes
When BPM is involved, the evidence shows up everywhere. In records that reconcile, disclosures that hold up, and a program that keeps pace with your business at every stage. From grant issuance through vesting, exercise, and settlement, your equity records are maintained with the accuracy and detail your auditors expect, every time. Most equity administration providers focus on processing alone. Our team goes further, with data reconciliation, proactive review, and compliance support available at the depth your program requires.
Ready to Talk About Your Equity Program?
Equity administration is technical work that touches every part of your business. Whether you need day-to-day support or a deeper engagement across administration, advisory, and compliance, BPM’s Equity Administration & Advisory Group brings the credentials, connections, and capacity to support your program at every stage.
Start the conversation
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.