Services we provide

The market for Initial Public Offerings has never been more complex or challenging. Our IPO Advisory Services team provides the end-to-end, “turn-key” solutions and strategies your organization needs through the IPO process. Our tools and methodologies help companies mitigate transaction risk and compress execution timelines so you can stay focused on your company and investors. Are you ready?

True to our roots, we remain creative and nimble, tailoring our engagement with clients to meet their specific needs. Some come to us for our engineering expertise, some for the rapid delivery, and some for cost efficiency. But what truly sets us apart is the alliance we forge with our clients over time, aligning our success with theirs.

Preparing
for your IPO

Evaluate

  • Strategic option evaluation
  • Tax strategy and structure assistance
  • Business plan development
  • Discussions with investment bankers, legal counsel, external auditors and professional advisors
  • Pre-IPO workshops
  • CPE Sessions

Assess

  • IPO readiness assessments
  • Gap analyses
  • Activity identification and prioritization
  • Gap remediation and interdependency identification
  • Roadmap development
  • Project planning
  • Board charters and policies

Execute

  • Form S-1 preparation
  • Accounting policy development
  • Disclosure drafting
  • Finance process improvement
  • SOX readiness
  • Board preparedness
  • Internal Audit transformation
  • Tax operating model or outsourcing
  • Investor relations

Sustain

  • On-call accounting policy support
  • Investor relation and market value services
  • Accelerated external reporting
  • Sufficiency of resources monitoring
  • Implementation of new accounting standards
  • Tax compliance or provision services

IPO areas of focus

  • Listing preferences
  • Roadshow preferences
  • Disclosure policy and Reg FD
  • Stand-up IR team & infrastructure
  • Market intelligence
  • Earnings release, investor inquiries & presentations
Investor
relations
Corporate
governance
TAX
Human
Capital
Systems, process, & controls
Financial & SEC reporting
  • Governance structure
  • Committees
  • Internal Audit charter & infrastructure
  • Disclosures
  • Ongoing close & reporting opimization
  • Effective date activities & closing matters
Investor
relations
Corporate
governance
TAX
Human
Capital
Systems, process, & controls
Financial & SEC reporting
  • Tax structure
  • Tax compliance
  • Ongoing compliance, Governance and reporting
  • Tax sanctions
  • Tax operations
Investor
relations
Corporate
governance
TAX
Human
Capital
Systems, process, & controls
Financial & SEC reporting
  • Clean-state review
  • New incentive plan
  • Inplementations & communications
  • Disclosure
  • Process & governance
  • Benefits
Investor
relations
Corporate
governance
TAX
Human
Capital
Systems, process, & controls
Financial & SEC reporting
  • Control environment
  • Capacity and capability
  • Strategic improvements
  • Investor relations
  • Monitoring certification
  • Control testing and remediation
Investor
relations
Corporate
governance
TAX
Human
Capital
Systems, process, & controls
Financial & SEC reporting
  • Finance reporting
  • Finance infrastructure
  • Technical Accounting
  • Registration statement
  • Ongoing reporting
Investor
relations
Corporate
governance
TAX
Human
Capital
Systems, process, & controls
Financial & SEC reporting

Strategies for going
and staying public

The market for IPOs can be volatile. Favourable conditions for going public can vanish as quickly as they arise. Careful pre-IPO planning is critical. The plan must consider the tasks and the timing of the tasks required to go public and operate in public. The company must be prepared to perform in the glare of the public spotlight.

For privately held companies, “being public”–choosing to act as a public company–may yield tangible, financial value regardless of whether or not there is an IPO in the works.

The preparation that goes into being public provides a strong foundation for managing the company well and may produce the benefits of:

  • An effective and efficient finance function
  • Improved decision-making support
  • Value driving internal controls
  • Risk mitigation

If you are considering taking your company public or playing a role in an initial public offering, consider the impact on all areas of the company to create the competence, confidence, and performance to maximize the value of the IPO.

Get free consultation

Choose a convenient way to contact you




    Ask via Telegram




      Ask via Telegram




        Ask via Telegram




          Ask via Telegram