IPO Readiness
Navigating the Path to Public Life and Beyond
Embarking on the journey to take a company public or raise capital in the public marketplace is a complex and time-consuming process. Many private companies contemplating an IPO or capital market transaction lack the internal capabilities or financial processes essential for meeting the demanding standards of public company reporting compliance.
This is where we come in.Our team has the IPO and capital markets expertise required to assist your management team in preparing crucial documents for the IPO process, including:
- Preparation of Reg. S-X compliant financial statements and footnotes for all required annual and interim periods
- Assessment and documentation of the accounting and financial reporting implications of various non-routine transactions affecting the periods being presented
- Preparation and drafting of financial sections of the registration statement
- Preparation of SEC comment letter responses and related amendments to the registration statement
- Preparation of historical financial information needed for a UK IPO and assisting with the preparation of, and processes in relation to, the reporting accountant private due diligence work (long form, working capital, and financial position and prospects procedures)
Getting Started
If your aim is to transition to public life within the next one to two years, now is the time to initiate IPO submission planning. Begin by evaluating your overall IPO readiness. What does your company need to operate as a public entity? CFGI will work with your team to perform a readiness assessment to prepare an IPO roadmap and timetable that meet your objectives. You can count on us to build the plan and roll up your sleeves to get the work done, right alongside your team.
In the weeks and months leading up to the submission of a registration statement (US) or prospectus (UK), we also:- Draft financial statements and other financial sections of the registration statement/prospectus, including pro forma calculations and disclosures.
- Assist with audit support, encompassing the preparation of account reconciliations, technical accounting memos, consolidations, etc.
- Prepare business valuations in connection with acquisitions or fair value accounting.
- Transition to accounting standards applicable to public companies.
- Support due diligence.
CFGI's Commitment
- Supporting the quarterly close process and providing audit support
- Assisting with the preparation of financial statements
- Assisting with annual and quarterly SEC reporting
- Performing technical accounting assessments and aiding in the adoption of new accounting pronouncements
- Providing transaction support for post-IPO financings and business combinations, including post-acquisition integration support
- Assisting with accounting and reporting system implementations
- Assisting with tax planning and compliance
- Assisting with SOX readiness and compliance
Some of Our IPO Readiness Clients
Connect With Our Leaders
April Coleman
Partner
(603) 686-2020
acoleman@cfgi.com
Chris Brandes
Partner
(201) 694-1561
cbrandes@cfgi.com
