ipo support

Managing the complex requirements associated with an Initial Public Offering (IPO) can be overwhelming for the finance team of a private company. We can augment your internal team and assist with the process in multiple ways.

Services Include

  • IPO readiness assessment
  • Ensure internal controls are in place
  • Streamline your financial close process
  • Audit coordination and management
  • Internal controls and processes assessments, including SOX readiness
  • Assistance drafting quarterly and annual financial statements, required disclosures and S1
  • Preparation of audit schedules and workpapers
  • S1 Filing and respond to SEC comments
  • Drafting technical accounting memos
  • System selection and implementation
  • Development of management dashboards and key metrics
  • Forecasting and planning
Looking for a first-class financial advisor?