Equity Management

Simplify equity compensation with comprehensive administration and accounting support.

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

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.

Our approach to equity management

Managing equity compensation can be a challenging task, especially in today’s fast-paced technological environment. At BPM, we understand that effective equity management spans across various disciplines, requiring a diverse skill set. Our team comprises of Certified Equity Professionals (CEPs), Certified Public Accountants (CPAs), ASC 718 experts, software specialists, and more to ensure a comprehensive approach to your equity needs.

We recognize that errors in equity management can be costly. Therefore, we approach your data and systems with meticulous attention to detail. Above all, we value the trust you place in us. We view ourselves as your strategic partner, an integral extension of your business. Our commitment is to address your queries, understand your requirements, and work collaboratively to tailor solutions that align with 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
  • Reconciliation support
  • Financial statement disclosures
  • Capitalization table management
  • Technical accounting for all equity awards
  • Audit-ready, share-based compensation schedules
  • IPO support

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.