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IPO Readiness

Why Us

When your company is in growth mode and eyeing an IPO, the last thing you need is expensive red tape that diverts you from your goal. Armanino’s IPO Readiness Team knows the path. Let our financial and business process consultants show you the way to reach your destination, based on your strategic plan.

We help companies complete each of the key milestones along the IPO journey, including:

  • Preparation of 2-3 years of audited financials
  • Establishment of your plan for SOX and FCPA compliance
  • Drafting of your Form S-1
  • Delivery of tax provision consulting for Form S-1 and filing it with the SEC
  • Updating of financial statements and response to SEC comments
  • Preparation of auditor’s comfort letter
  • Assistance with road shows
  • Performance of your 10-K annual audit

Armanino has expertise in SOX and internal controls, technical accounting, SEC reporting, systems evaluations and implementations, business process re-engineering, tax consulting, and much more. Our in-depth working relationship with all major auditing firms and our ability to openly communicate issues and answers distinguishes us as a preferred service provider.

IPO Readiness Assessment
Our IPO Readiness Assessment is a structured way of analyzing and reporting on your company’s readiness for going public. It’s a good starting point for your IPO preparations and includes key areas such as:

  • Financial reporting procedures, technology assessment and internal controls
  • Corporate structure and tax considerations
  • Financial track record
  • Corporate governance

The efficient assessment process typically takes three to six weeks from start to finish. The output is a detailed one- to two-year roadmap of what you need to address to operate as a public company.


IPO Readiness in Today’s Market

At a recent roundtable, experts from Armanino and Nasdaq spoke with tech firm finance leaders about their IPO readiness concerns and best practices.

Sneak Peek into New Standards and Emerging Issues

PCAOB has published reorganized auditing standards. We explain how the new framework will make the audit process more efficient and several emerging issues that warrant special attention.

The CFO’s 10-Step Guide to Sleep the First Year after Ringing the Bell

High growth entities should view IPO readiness not as a single, defining event, but as the CFO’s opportunity to create additional valuein the company lifecycle.

How to Lay the Groundwork for Your IPO

Finance leaders who have been through the process say that as CFOs drive the private-to-public transition, they need ...

FASB Delays Landmark Revenue Recognition Standard

On July 9, 2015, the FASB officially deferred implementation of the landmark global revenue recognition accounting standard by one year; IASB followed suit on Jul ...

Avoiding a Scalability Crisis

Analyze the steps software/SaaS companies take to create the optimal back-office foundation for meetin ...

How-to Guide: Walking your Board through a 409A Valuation

To avoid expensive tax liability for your privately-funded company, and more importantly, your employees, ensure your Board of Directors has the tools to properly understand the valuation process.

The CFOs 5 Step Guide to IPO Execution

The CFO needs to assess all of the different areas that need to be improved—and sometimes there are some large holes—in order to ensure they are prepared to tackle this major change in their business.
On April 5 this year, President Obama signed the JOBS Act into law. The legislation designed to give a new designation of emerging growth companies an easi ...

IPO Readiness: Why Now?

Getting your company ready for an IPO isn't easy, nor is it cheap; in fact, it's disruptive and takes people out of their comfort zones. But that's exactly why you should consider preparing for the IPO well in advance ...


Practice Leaders

John Dunican


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