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Outsourced Equity Administration
Professional equity administration services that streamline your compensation plans and ensure compliance.
Focus on what matters most: growing your business.
By entrusting us with your equity administration, you can relax knowing that we manage the complexities of your equity compensation plans, allowing you to concentrate on the core aspects of your business. It’s like having a dedicated team of experts on your side.
Our clients experience:
- Scalability & Flexibility: We can easily adapt to changing business needs and company growth demands with our flexible and scalable solutions.
- Personalized Service: Benefit from a dedicated service manager while also having access to specialized expertise from a team of professionals.
- Accuracy & Efficiency: Minimize errors and streamline processes with our expert handling of your equity programs.
- Compliance Focus: We stay up-to-date with regulatory changes to keep your stock plans compliant.
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Tailored Equity Admin Services
Welcome to our suite of tailored services designed to simplify your equity management journey. From seamless plan administration to efficient grant handling and participant support, we’ve got you covered. Let’s dive into the various solutions we can offer to elevate your equity compensation experience.
Plan Administration and Recordkeeping
Our professional stock plan administrators will manage the day-to-day tasks and maintain detailed records in the platform of your choice to ensure precision and reliability.
Grant Administration
Efficiently manage the entire grant process, from initial award to employee, to notifications and timely recordkeeping.
Participant Support and Communication
Beyond plan execution, we offer ongoing participant support and personalized assistance. Through the collaboration with our HR Consulting team, we can also offer firm-wide employee education sessions and materials.
Reporting
Let us generate comprehensive reports for management, boards of directors, and auditors.
Restricted Stock Releases and Option Exercises
In collaboration with our HR Payroll Consulting team, we can accurately calculate the withholding taxes for employees and assist with processing the release or exercise in both your equity and payroll systems.
Advisory Support
Our experienced equity managers can offer guidance on stock administration, compliance and industry best practices.
Experience the BPM difference
Partner with us and unlock the full potential of your equity compensation programs. Contact us today for a free consultation and discover how our expertise can help you achieve your business objectives.
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.