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Our team of advisory experts is here to work with your management team, attorneys, and bankers to document the entire IPO process and its impact on your accounting practices. We provide the following services:

Planning for Your Transaction

  • Comprehensive project management, share best practices, and strategies
  • Providing audit report as you step up to PCAOB-compliant audits
  • Valuations, including 409A analyses, cheap stock, deferred compensation expense calculations, and other fair value considerations
  • Assistance with the conversion from one accounting basis to another, including conversions from home country GAAP to U.S. GAAP or International Financial Reporting Standards
  • Assistance with preparation of compliant interim information
  • Preparing technical accounting memorandums, including earnings per share considerations and segment-/entity-wide disclosures
  • Guiding you through any required organization or process adjustments

Filing Your Registration Statement

  • Compiling due diligence documents for your working group
  • Drafting the registration statement and assisting with MD&A, pro-forma, and selected financial data
  • Preparing Regulation S-X-compliant financial statements and footnotes
  • Assisting with stock exchange listing requirements and associated applications for trading

Closing on Your Transaction

  • Compiling accurate and effective investor presentation decks
  • Advising on corporate structure and governance
  • Drafting responses to SEC comments letters

Support After You Are a Public Company

  • Assessing and implementing accounting and financial reporting technology
  • Establishing a plan for Sarbanes-Oxley (SOX) compliance
  • Recurring financial reporting and regulatory filings
  • Setting up a SEC reporting function
  • Internal accounting policies and procedures to reduce financial statement close time
  • Technical accounting research and position papers related to non-routine transactions