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Equity Management

Managing equity-based compensation plans internally becomes increasingly complex. New stock issuances create significant challenges, and the volume of activity diverts executives’ attention from their primary responsibilities. 


Equity management

Equity-based compensation management can be time-consuming and error-prone. Maintaining accurate records of equity instruments, determining the appropriate GAAP configurations for expensing awards, and reporting and disclosing the information can be difficult for a company without internal expertise that is focused on other operational goals.

BPM is here to assist. We provide software advisory and implementation services and manage the day-to-day administration of your stock plan as well as provide technical accounting all under one roof to deliver a comprehensive solution.

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Our Approach to Equity Management

Managing equity compensation is a complex business. And with today’s increasingly-rapid rate of technical advances, equity management doesn’t fall neatly into a single job function. BPM draws on the expertise of a team of CPAs, software experts, valuation specialists, and more.

We know errors can be costly, which is why we are meticulous in our approach to your data and systems. Most importantly, we know how important your trust is. We see ourselves as your partner, an extension of your business. We are here to answer any questions you have, to listen to your needs, and to collaborate to find the right solution for your needs and budget.

Equity Management Services

BPM offers a full-service suite of equity management services. We work with your software provider to properly configure your awards; enable real-time, accurate reporting; and provide GAAP-compliant, share-based compensation schedules. Here is how we can assist:

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