Dedicated equity administration support for every stage of your program’s lifecycle.
When your equity program runs the way it should, your employees trust it, your books are clean, and your leadership has the visibility it needs to make confident decisions. That’s the goal.
Getting there requires consistent, accurate execution across grants, vesting schedules, exercises, releases, and terminations, work that touches payroll, accounting, and legal simultaneously. Many companies don’t have a dedicated equity administrator on staff to sustain that focus. Those that do, often find the role stretched thin as the program grows in size and complexity.
BPM’s outsourced equity administration services give your program that dedicated support, acting as an extension of your team at whatever level of depth it needs, without the overhead of building the function in-house.
Our equity professionals work alongside BPM’s Technical Accounting, Tax Advisory, Payroll Consulting, and IPO Readiness professionals, allowing the right person to step in the moment your program needs them without adding another vendor to the list.
Our team can make a meaningful difference across your entire program. Here’s a closer look at how we help.
We manage the day-to-day administration of your stock plans, maintaining detailed, audit-ready records in the platform of your choice. Grant issuance, vesting schedules, participant changes, and terminations are documented with the precision that clean audits and useful decision making require.
Your employees have questions about their equity. We provide ongoing, personalized participant support and can coordinate with BPM's HR consulting professionals to offer company-wide equity education when your program calls for it.
Your management, board, and auditors need reports that give a clear, accurate picture of your equity program. We prepare and review reporting such as vesting and exercise activity, plan utilization summaries, ASC 718 reporting and cap table snapshots, helping your team understand what the numbers mean and how to use them.
We manage the full grant lifecycle, from compiling new awards for board approval through participant notifications and recordkeeping. We also handle restricted stock releases and option exercises, including accurate withholding calculations and synchronized updates across your equity and payroll systems.
Compliance questions, plan design decisions, evolving regulatory requirements; our experienced equity professionals provide the guidance your team needs to make informed decisions without losing momentum.
An accurate, up-to-date cap table is essential to everything in your equity operation: valuations, investor reporting, equity grants, and corporate transactions. We maintain your cap table with the detail and discipline that growing companies and their investors require, keeping ownership records reconciled and audit-ready as your capital structure evolves.
Whether your team has a dedicated equity administrator today, is stretched thin trying to cover the role, or doesn’t have anyone managing it at all, BPM can step in at whatever level your program needs. Contact BPM to get started.
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.
