IPO Readiness

The prospect of going public represents an exciting and transformative time for your company. It’s a giant leap in your growth continuum, and it breathes a sense of optimism and new life into your team. But it can also be a scary and overwhelming process, even for business leaders who have been through it before.

IPO readiness process

Clear guidance for startups and emerging growth companies for IPO readiness

While there is an undeniable sense of excitement, preparing for an initial public offering (IPO) or special purpose acquisition company (SPAC) merger is also complicated and time-consuming. You can save time, money, manage risks and impress potential investors by adopting a structured approach to your IPO preparation and partnering with BPM.

We offer a full suite of IPO readiness assessment and advisory services to help you navigate the complexities and avoid the stumbling blocks. At BPM, we provide the guidance and bandwidth you need to achieve this transformational event in the most efficient and effective manner.

At a high level, our IPO readiness consulting approach involves:

  • Assessing your organization’s readiness to undertake an IPO (pre-IPO)
    • Internal control, internal audit, risk and compliance assessment
    • Readiness of relevant stakeholders (investors, employees, CFO, managing partner, managing director, etc.)
  • Identifying any gaps in your organization’s readiness
  • Creating a detailed plan and timetable to complete the IPO process
  • Preparing and filing SEC statements such as Form S-1 and Form S-4
  • Developing a comprehensive plan for ongoing financial reporting commitments and corporate governance as a public company

IPO readiness consulting: Adding value with advisory and compliance support

BPM brings together subject matter expertise and years of experience in SEC compliance and reporting, audit readiness, technical accounting, risk management and advisory, and business processes. We analyze the problems you face and deliver end-to-end solutions in a holistic and cost-effective manner for a successful IPO. Our team:

  • Manages IPO process services
  • Quarterizes financial information, including month and quarter close process acceleration assistance
  • Supports PCAOB audit uplift process
  • Converts private company financial statements to conform with SEC regulatory requirements
  • Advises companies on segment reporting and non-GAAP measurements
  • Drafts Form S-1 and Form S-4 including MD&A, F-Pages, and Pro-forma schedules and updates for balance sheet staleness through IPO effectiveness
  • Calculates earnings per share
  • Drafts SEC comment letter responses
  • Implements COSO 2013 and prepares for SOX readiness and testing