BPM
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Contacts

Will Tanem, CPA
Partner, Assurance and Advisory
Technical Accounting Practice Leader
Dantong Wang, CPA
Manager, Assurance

Overview

Equity Management

As companies grow, managing a capitalization table in-house becomes increasingly difficult as new issuances carry significant complexities and the volume of activity takes executives away from their more pertinent position requirements. 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.

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.

Our 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. Our services support:

  • Quarterly and annual reporting
  • Financial statement disclosures
  • Equity agreement management
  • Capitalization table management and software integration
  • Technical accounting for all equity awards
  • Audit-ready, share-based compensation schedules
  • Transaction support (e.g., IPO, mergers, award modifications)
  • Software implementation
  • Valuation Support – 409As
  • Equity award tax planning for your executives

People

Will Tanem, CPA
Partner, Assurance and Advisory
Technical Accounting Practice Leader

Contacts

Will Tanem, CPA
Partner, Assurance and Advisory
Technical Accounting Practice Leader
Dantong Wang, CPA
Manager, Assurance