IPO Solutions

Move Forward with Confidence

Successful planning is key to IPO readiness. No two companies present the same complexities during the IPO process—but all companies need to provide assurance to their stakeholders prior to going public.

Our integrated readiness approach can help you tackle the many challenges and complications that arise during an IPO, while instilling confidence in those who hold a stake in its success.

A Holistic Approach

The approach can be broken down into a review, analysis, and strengthening of the following four parts of your company’s infrastructure, or IPO readiness categories:

Technical Accounting and Reporting

During this stage of the IPO, the team digs deep into your company’s infrastructure, providing the following key services:

  • Consulting on new accounting standards, including the new revenue and lease standards
  • Assisting with registration statements and accounting for stock-based compensation
  • Providing financial statement and audit support and business advice to executives and audit committees
  • Responding to SEC comment letters
  • Evaluating equity and liability instruments

Corporate Governance and Controls

After analyzing your company’s infrastructure, our professionals will review your business’s internal controls—followed by these steps:

  • Establish or improve internal control structures
  • Create an internal audit function or improve an existing one
  • Maintain regulatory compliance
  • Provide ongoing education as regulations and public perceptions change

Other Infrastructure Components

During this stage of the IPO, your team provides additional services, such as analyzing your IT systems and valuations. Here are a few of the IT services we offer:

  • System and Organization Controls (SOC) 1, 2, and 3 services
  • Systems assessment, planning, and selection
  • Systems implementation (ERP, CPM, HR)
  • Process improvement

Project Management and Quality Assurance Accounting for Taxes

Preparing for tax provisions can be an overwhelming task given the tight reporting deadlines and complex accounting rules.

Your IPO team will have significant experience preparing and reviewing tax provisions and performing tax-provision-related services for companies with domestic and international operations. Here’s a closer look at the IPO approach.

IPO Readiness

Professionals who provide tax, accounting, consulting, and IT analysis specific to your business will assist your company in every stage of the IPO process.

Here’s a closer look at each of the four IPO readiness categories and some of the topics your team will help you address:

img

Full-Spectrum Support

Regardless of your needs or your industry, your IPO team is flexible—pulling people in as needed to answer questions and enhance your company’s process efficiencies. That includes identifying weaknesses, improving communication, and revealing effective implementation methods.

Here are a few key tasks an integrated approach helps address:

  • Preparing financial statements
  • Determining tax compliance
  • Evaluating market timing
  • Analyzing or implementing new technology

By approaching your company holistically, our professionals can pinpoint areas of improvement—helping reduce risk, increase the likelihood of your IPO’s success, and build your company’s value—so you get the most out of your offering.

After the IPO

Keep in mind that business planning doesn’t end with your IPO. It’s just the beginning of your company’s continued growth.

Before going public, you’re heavily focused on your company’s business model and growth potential. After the IPO, your company can keep moving forward by continuing to analyze key business infrastructure, such as:

  • Systems for financial planning
  • IT environment
  • Effective fraud and risk-management practices

Insights


Article
These four foundational controls help organizations mitigate risk and improve the reliability of their financial statements.

Webcast
Preparing for an initial public offering (IPO) is a challenging and stressful process for most companies. Leadership can reduce stressors by understanding and addressing the areas and functions most impacted by IPO preparations. In this webcast, we disclose the four key areas every organization should address prior to making an initial public offering.

Webcast
Regardless of where your company is in addressing SOX compliance, how you develop and manage internal controls can have a significant impact on your organization’s success. During this webcast, we share the SOX 404(a) compliance approach designed around specific risk tolerance, operational objectives, and budget considerations that’s been successfully used by hundreds of IPO and emerging growth companies.

Report
The ASU, which introduces a new Accounting Standards Codification (ASC) Topic 606, Revenue from Contracts with Customers, fundamentally changes how companies across nearly every industry will recognize revenue.

Guide
The news is filled with stories of cybersecurity breaches, hacked networks, and malware attacks. However, there’s another less obvious cybersecurity risk lurking inside most organizations: inadequate segregation of duties (SOD). This white paper details the steps involved in an SOD analysis, which, when performed regularly, can help facilitate the maintenance of SOD compliance without overburdening an organization.

Report
This report is an analysis of corporate governance practices among middle-market US companies.

Primary Contact