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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:

Comprised of professionals with Big 4 experience, our teams prioritize collaborative interactions with independent registered public accounting firms, ensuring an effective and efficient audit and review process.

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:

CFGI's Commitment

From pre-submission tasks to post-IPO support, CFGI’s experts assist your company in meticulous preparation. Once your company transitions from privately held to public, we provide assistance with the accounting and financial reporting obligations mandated by the SEC. Our post-submission support includes, but is not limited to:
  • 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
An IPO is more than just a transaction; it’s a pivotal chapter in your company’s story, and it deserves careful handling. CFGI has the IPO and financial acumen needed to make your entry into public life and subsequent journey as seamless as possible.

Clients

Connect With Our Leaders

April Coleman

Partner
(603) 686-2020
acoleman@cfgi.com

Chris Brandes

Partner
(201) 694-1561
cbrandes@cfgi.com

Ready To Get Started?

Ready To Get Started?