Prepare. De-Risk. Accelerate Your Path to the Public Markets.
Going public is one of the most transformative—and demanding—events in a company’s lifecycle. Our IPO Readiness Services help growth-stage companies anticipate what’s ahead, close critical gaps, and build the scalable financial, governance, and reporting infrastructure required for life as a public company.
We partner with CFOs, CAOs, Controllers, founders, boards, investors, and audit committees to ensure nothing breaks when the pressure is highest.
Why IPO Readiness Matters
Companies typically begin preparing 12–24 months before filing an S-1. Poor readiness can lead to:
- Missed market windows
- Extended or failed audits
- Last-minute fire drills
- Damaging valuation impacts
- Loss of investor confidence
Our framework de-risks the journey and ensures your organization is ready before bankers, regulators, and auditors apply pressure.
Our IPO Readiness Offering
Feature Eric Weis
We deliver a modular, scalable service model designed to meet companies wherever they are in their IPO journey.
1. IPO Readiness Diagnostic
The fastest way to understand your gaps—and your path to IPO.
What’s Included
- Comprehensive readiness assessment across:
- Financial reporting & month-end close
- SOX 404 & internal controls
- Governance & audit readiness
- Systems, data integrity & scalability
- Benchmarking against public-company expectations
- Gap heat map and risk prioritization
- 18–24-month IPO Readiness Roadmap
Deliverables
- Executive readout
- Gap & risk heat map
- Prioritized implementation plan
Best for: Companies 12–36 months from IPO exploring viability, timing, and required investments.
2. IPO Readiness Implementation
Hands-on execution to fix the gaps that matter most.
Key Modules
- SOX 404 readiness, control design & documentation
- Accelerated close & reporting process redesign
- Accounting policies (revenue, equity, leases, etc.)
- Audit committee & governance support
- S-1 preparation support (non-legal)
- Public-company process formalization
Deliverables
- Detailed control frameworks
- Policies & procedures
- Reporting packages
- Execution-ready readiness files for auditors, counsel, and bankers
Best for: Organizations with known weaknesses or those needing lift-outs, structure, or bandwidth to meet IPO timelines.
3. IPO Readiness as a Service (Ongoing Advisory)
Feature Amanda Schlank and David Finkelstein
An embedded readiness partner through your filing, audit, and listing.
What We Provide
- Quarterly readiness assessments
- Auditor and banker coordination
- On-call CFO/CAO advisory
- Pre-audit support
- Quarter-over-quarter operational maturity tracking
Best for: Companies managing rapid growth and complexity while preparing for SEC scrutiny.
Why Companies Choose Us
We help organizations accelerate IPO timelines, reduce execution risk, and build public-company discipline before the SEC, investors, and auditors demand it.
What You Get
- Faster close and reporting cycles
- Cleaner audits and fewer surprises
- More confidence for bankers and investors
- A structured roadmap to the public markets
- A partner who can scale from diagnostic to execution
Referral Partnerships
We work closely with:
- IPO-focused law firms
- Auditors
- Investment banks
- Private equity and growth equity sponsors
- Venture debt providers
- Executive search firms
Partners benefit from reduced deal risk, accelerated timelines, and co-branded readiness resources for their clients and portfolio companies.
Start Your IPO Readiness Journey
Most IPO failures are the result of issues that could have been prevented 12–24 months earlier.
Begin with the IPO Readiness Diagnostic—the fastest way to assess your timeline, gaps, and path forward.
