Equity Management

Simplify equity compensation with comprehensive administration and accounting support.

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What is equity management?

Equity management involves overseeing and administering a company’s equity-based compensation plans, such as stock options, restricted stock units (RSUs), and other share-based awards. It includes maintaining accurate records, ensuring compliance with financial regulations, and providing transparent reporting to stakeholders.

Our approach to equity management

At BPM, we prioritize building strong, strategic partnerships with our clients. We dedicate ourselves to understanding your unique needs and delivering tailored solutions that align with your business objectives. Our commitment is to support you throughout the equity administration process, ensuring that every step meets your expectations and enhances your business operations.

Equity management offerings

BPM offers a comprehensive suite of equity management services designed to cater to the diverse needs of our clients. Our team consists of Certified Equity Professionals (CEPs), Certified Public Accountants (CPAs), ASC 718 professionals, and software specialists, ensuring that we bring a wealth of experience to every engagement.

Our services include:

  • Outsourced equity administration
  • Transactional support (e.g., reprices, mergers, award modifications)
  • Equity system management and implementation
  • Reconciliation support
  • Financial statement disclosures
  • Capitalization table management
  • Technical accounting for all equity awards
  • Audit-ready, share-based compensation schedules
  • IPO support

Related Insights

We handle your data with precision and integrity, ensuring compliance and accuracy in all reporting. By partnering with BPM, you gain a trusted ally dedicated to supporting your equity management needs with experience and unwavering attention to detail.

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.