Execute Your IPO with Confidence
Thorough preparation is crucial to avoiding surprises and delays in the IPO process. We have successfully advised dozens of clients in a variety of industries and states of readiness throughout the entire IPO and de-SPAC merger process. Our proven advisors begin with an assessment of a company’s readiness, followed by hands-on assistance with the preparation of historical, pro forma, and selected financial data in compliance with SEC requirements.
We prepare our clients for their external audit and advise management on the SEC reporting process to ensure a successful offering. We have extensive experience working with the auditors, attorneys, and investment bankers, allowing for close collaboration throughout the entire IPO process.
Services
- Readiness Assessments
- De-SPAC Mergers
- Project Management
- Audit Preparation
- Stock Compensation
- Preferred Stock
- Cheap Stock
- Convertible Debt
- Form S-1
- SEC Reporting
- SEC Comments
- SOX Compliance
- Process Improvement
The Timeline
We have developed a proven timeline to guide you through the process so you’re informed at all times.
Additional Resources
Learn more about how our team consistently delivers lasting results on our clients’ most important initiatives.
Process overview of an Initial Public Offering and common accounting issues.
Convertible debt has become an attractive alternative for investors who want to collect interest in the near term but retain the right to convert the debt to equity should the issuer’s share price rise in the future.
A foreign biotechnology company pursued an IPO in the U.S. with an accelerated timeline.
A $250 million portfolio company was closing a large acquisition, integrating prior acquisitions, and undergoing its annual audit.