IPO Readiness As a trusted advisor, Protiviti helps companies with all stages of IPO readiness. Preparing to become a public company is time-consuming and complex. As the market continues to change with the current events, companies contemplating an IPO would be wise to prepare for windows of opportunity. Readiness is everything for such a game-changing endeavor, and to optimise chances of success, companies must assess the long-term timeline and be primed to move when circumstances are right. Protiviti’s IPO readiness services help companies of all sizes during every step of the process. After the IPO, we’re here to ensure your company maintains success. Assess long-term strategy to optimise success Our IPO readiness services Pro Briefcase Private Equity Protiviti’s team of Private Equity Consulting professionals provides valuable assistance and guidance to Private Equity firms worldwide as they seek to reinforce, rationalise and/or adapt internal investment and financial operations. Pro Building office M&A Consulting The M&A process is one of the most challenging endeavor a company can undertake. Protiviti’s M&A Consulting solution provides the guidance and expertise needed to navigate every step of the process. Pro Document Consent ESG Effectively manage sustainability risks and maximise opportunities. Maintaining sound financial reporting, corporate governance How we help Preparing to be a public company is time-consuming and complex. Much of that complexity is due to the numerous legal and technical requirements that must be addressed prior to an IPO. But a substantial—and often overlooked—aspect of IPO Readiness involves transforming organisational functions and processes in many ways. Readiness cannot be achieved at a moment’s notice. Once public, post-IPO companies will need to continue transform critical business functions because there is a different set of requirements and expectations for public companies. Protiviti experts can help you focus on maintaining sound financial reporting, corporate governance and other public company obligations, such as Sarbanes-Oxley Act (SOX) compliance reporting and the adoption of new accounting standards for revenue recognition and leasing. Protiviti provides IPO Readiness and public company transformation services for leading companies worldwide. As a trusted advisor, we assist management with all stages of an initial public offering (IPO). This includes: The Public Company Transformation Assessment pre-IPO activities Forming a sustainable and ongoing compliance function that fully meets the company’s regulatory requirements Establishing a sustainable infrastructure to support anticipated growth and the ongoing reporting and compliance requirements of a public company. Creating and implementing Human Capital Reporting to adhere to recent SEC requirements Implementing ESG processes and controls. Public company transformation assessment Protiviti's Public Company Transformation Assessment helps companies develop a roadmap and determine the appropriate infrastructure necessary to manage and mitigate risks. Our approach covers six key objectives. A structured plan will help answer key questions asked by Executive Management and the Board. Accurate Financial Reporting & Effective Forecasting: The financial reporting requirements demand precision and skill. Protiviti IPO Readiness experts help companies understand the application of all relevant accounting principles and ensure accurate financial reporting. Efficient Financial Close: To join the ranks of the publicly held, private organisations should be prepared for heavy regulations. Our IPO Readiness team will help management prepare for an efficient financial close process. Appropriate Corporate Governance and SOX Compliance: More than just “check the box” exercises – Protiviti helps companies create corporate governance programs and the internal audit department that are properly structured and aligned to the overall business objectives. Organisational Capabilities: Our IPO Readiness practice assist companies of all sizes will to develop the proper capabilities, review key functions and skills needed to facilitate anticipated sustainable and scalable growth. Scalable IT Environment: Pre-IPO companies frequently report their IT departments are a major area of focus. We provide guidance and advice to management on IT strategies, risks, staffing and ERP systems. Effective Registration Statement Process: One of the most daunting tasks of going public is the registration process. Companies that attempt to add an IPO project to existing functions run the risk of delays in task completion and issue resolution once "the clock has started" on registration. We ensure that the process is effectively managed by a PMO and the distraction and disruption to the business is minimised. Leadership Christopher Wright Chris is a Managing Director in New York, leads Protiviti's global Finance Transformation and Transaction Services solutions, oversees Protiviti’s Supply Chain, Operations, People and Change practices, and serves on our global ESG steering committee. He is the firm-wide ... Learn More Brad Rachmiel Brad Rachmiel is the Chicago Office Market Leader and a founding member of Protiviti. In addition to leading Protiviti’s Chicago office, Brad is a part of our Global Internal Audit and Financial Advisory leadership team and is the U.S. Central Region Leader of our ... Learn More What are the critical tasks companies should consider when preparing for IPO? Managing Director and Global Lead for Protiviti IPO Readiness services discuss the critical tasks all companies must consider when preparing to go public. Featured insights and client stories BLOG Prepare to Function as a Public Company Before the IPO The big picture: The U.S. initial public offering (IPO) market may be regaining its footing. Current market conditions mean companies considering an IPO have ample time for infrastructure buildout – arguably the most important phase of the IPO... PODCAST Podcast | Get Ready for Your IPO: Financial Reporting, Cybersecurity, Sustainability and More – with Stephen Alicanti, Kristy Balsanek, Charles Soranno and Andrea Vardaro Thomas In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting.... RESEARCH GUIDE Sustainability: Frequently Asked Questions The subject of sustainability continues to evolve and present challenges and opportunities for businesses. Protiviti has created a guide of frequently asked questions to provide helpful insight to help businesses navigate sustainability matters.... WHITEPAPER Business Planning & Analysis Is the Next Generation of Financial Planning As finance leaders collaborate with their business partners to adjust plans in the face of economic headwinds, they should take a moment to reflect on the state of their financial planning capabilities: Are financial plans adequately linked to... CLIENT STORY Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive... WHITEPAPER Guide to Public Company Transformation - Frequently Asked Questions, Fourth Edition Initial public offerings (IPOs) often generate a great deal of excitement and can give new luster to company brands. It is easy to forget that IPOs can only thrive in the right business climate - and for organisations that have undertaken the... Button Button
