IPO Readiness
Navigating Your Path to Going Public
Expertise for Your IPO Journey
Taking your company public is a transformative journey that demands comprehensive preparation and expert navigation to overcome regulatory, operational, and market challenges.
Our team of former C-suite leaders and seasoned consultants will help you meet critical milestones and prepare for life as a public company. From compliance and risk management to operational effectiveness and investor relations, we provide the expertise needed to ensure you are well-equipped to achieve your strategic IPO goals and build lasting value.
Accelerate Growth. Achieve Excellence.
Our Services
Our IPO Readiness Services
Moving to PCAOB Audit
- Liaison to internal auditors
- Prepare PCAOB audit ready financial documentation, including footnotes
- Prepare or review PBC Schedules, Balance Sheet Support, Disclosure Checklists, etc.
- SEC reporting requirements, 10Q & 10K roll forwards, Workiva implementation & optimization, XBRL review, etc.
S1 Assistance
- Segment reporting
- Pro Formas
- Historical financial data
- Significance testing / documentation (recent acquisition)
- Liaison with SEC council (second set of eyes on S1 content)
Technical Accounting Adoption
- Examples include:
- Undo private company election to amortize goodwill
- ASC 842 lease accounting
- ASC 606 revenue assessment
- New or expanded footnote disclosures for public company
Close & Consolidation Process Optimization
- Establish processes and / or cost effective technology that shortens the cycle to meet 10Q / 10K deadlines
Controls / SOX
- Risk assessment & scoping
- Walkthroughs / high-level design assessment (narratives)
- Identify potential significant deficiencies or material weakness
- Recommend practical remediation alternatives (assist in implementation if desired)
Project Management
- Develop detailed plans and timelines with roles and responsibilities, manage tasks, ensure deliverables are met
Ready to transform your business?
Contact our team today to start your journey towards a successful IPO.
