IPO READINESS

Avoid the mishaps that trip up many IPOs. Turn to finance pros who will guide the way, with a clear roadmap and all the essentials for a successful, valuable offering.

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Pain Points:

Companies often don’t realize the full amount of effort and complexity involved
It’s an all-consuming process that puts a strain on existing skill sets and bandwidth
The pressure is on for timely, accurate financial data—or your valuation will suffer
Companies need to be ready to pivot if other opportunities arise during the process
Existing systems may not be able to carry the company to the next step

Solution:

Assess the readiness of the finance team to support the IPO process
Evaluate the financial data you have, identify any gaps and how to address them
Look under the financial systems hood—can it handle what’s ahead?
Bring in IPO aces who know your industry and what needs to get done
View the IPO as more than a one-time event—prep for life as a public company

Benefits:

IPO readiness roadmap with clear direction, including timeline and key deliverables
Full prep for SEC and investor scrutiny ahead
A bridged gap between in-house talent and needed IPO expertise
Timely, accurate ad-hoc reports that show the company can act as a public company
A plan built with agility in case IPO plans take a detour with a promising M&A deal

Case Studies

All 3 /IPO 2 /SPAC 1

Powering Through The IPO Hangover

While companies on the IPO track put a lot of thought into the benefits of going public, they often overlook the complexities of actually being a public company.

Taking the IPO Leap

A Japanese company relies on U.S. financial experts to help them successfully list their shares in the U.S.

Taking the SPAC route to become a Public Company

Attracting the interest of a SPAC under a serious time crunch

“RoseRyan provided valuable SEC reporting insights throughout our IPO process. As a result, we were able to keep to our filing schedule and received minimal SEC comments.”

James D. FayVP & CFO, NeoPhotonics Corp

The IPO journey: 6 potential obstacles to avoid

In this insightful paper, RoseRyan Founder and Chair Kathy Ryan reveals 6 commonly overlooked areas that can trip up leaders of fast-moving companies as they travel on their IPO journey.

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Let’s Talk

Drop us a note in the form and one of our experts will set up a time to discuss the ways RoseRyan can help your business go further, faster.

tel: (510) 456-3056
fax: (510) 456-3063

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