IPO Readiness | Advisory Services

The expertise you need to prepare for a successful IPO

Initial Public Offerings (IPOs) are highly complex and come with a high level of risk. To be successful, you not only need the structure and processes in place to execute the transaction, but also to fulfill the obligations and regulations required as a public company.

The IPO readiness consultants at BerryDunn combine deep expertise across multiple industries and business functions with a responsive and collaborative approach. When you partner with us, you gain immediate experience in the complex and intertwined areas needed for a successful transaction—accounting, tax, financial reporting, internal controls, information technology, and valuation.

Services

We provide guidance and expertise to prepare for a successful transaction, with specializations in accounting, tax, financial reporting, internal controls, information technology, and valuation.

Accounting and financial operations

Accurate, timely, and compliant financial reporting

Tax

Tax expertise for maximizing tax benefits and minimizing exposure

Technology readiness

Strategies for technology readiness and implementation

IPO strategy and operations

Expert guidance through the pre-IPO process to inform strategic decision-making

Accounting and financial operations

Our accounting teams have the expertise and tools to help you both address compliance needs as well as develop processes around internal financial reporting to ensure both accuracy and timeliness when it is needed.

Technical accounting

Our experts understand accounting for complex transactions and assist with drafting memos as well as implementing accounting standards.

Financial statement preparation

Our experienced team will draft your financial statements and disclosures in accordance with US GAAP for year-end compliance.

Financial statement closing process

We work with your team to close the books each month and help management stay on top of financial metrics.

Audit documentation

As auditors, we have the technical expertise to help you prepare for requests from your outside, independent audit firm on reconciliations, detail support, and memos.

Internal controls

We help you develop, refine, and implement internal controls to provide the structure for sound financial reporting and risk mitigation.

SOC 1 and SOC 2 audits

If needed, our team can also perform audits for System and Organization Controls (SOC) - SOC 1 or SOC 2.

SOX readiness

We help you establish your plan for meeting SOX requirements, providing clear, actionable recommendations to ensure compliance.

Form S-1 preparation assistance

Our team works with you to gather the information needed for filing the Form S-1 and will assist management in responding to any SEC comments.

Tax

Undertaking an IPO requires a thorough review of past, present, and future tax exposures. Our experienced team of tax professionals can help you identify and mitigate any potential tax exposure, as well as help you plan to take advantage of any tax benefits your company is entitled to.

Income tax services

Our team assists with ongoing tax planning and compliance to help you navigate the growing complexity of tax rules.

Tax structuring

We can help you determine early in the process if a new tax structure is beneficial, and help ensure changes are implemented in a timely fashion.

ASC 740 analysis

Our team can prepare and develop quarterly and annual tax provisions along with supporting documentation.

State and local tax consulting

Our team assists in reviewing activities that may create a nexus and identifying the jurisdictions where nexus applies.

Due diligence

We conduct thorough tax due diligence so you know what the risks and opportunities are and can make informed actions at every stage of the process.

Transaction cost analysis

We help you maximize the tax benefits of transaction costs, such as considering deductible versus capitalizable expenses.

Qualified and nonqualified compensation planning and review

We help you review, assess, and identify current and future compensation plans to optimize your tax situation.

Technology readiness

Going into an IPO, you need to have all of your systems operating optimally. You need systems that will be able to keep up with the additional reporting requirements and help you perform swift analyses. Our experienced team helps you assess your technology readiness, and design and implement a strategy that aligns with your business objectives.

ERP system consulting

An Enterprise Resource Planning (ERP) system can be crucial in helping prepare for your company to be public. Our experts can help you evaluate, select, and implement an ERP system to meet current and future needs.

Cybersecurity consulting

We help you protect your company with a successful cybersecurity strategy that protects your network and identifies threats.

IT consulting

Our IT consultants can help you assess, consolidate, and implement the best technology solutions for any of your financial or operational needs.

IPO strategy and operations

Going public is a complex decision with many intricacies. We partner with you to help you decide if it’s the right option for you, explore alternatives or stepping stones, and get the people, processes, and structures in place to be in the best possible position when the time is right.

Value acceleration

Our valuation experts help you accelerate the value of your business pre-IPO by addressing risk factors that lower value, and optimizing operations.

Strategic planning

We will work with management to assess if going public is the right step, and then help you plan strategically for life as a public company, with its increased scrutiny and regulatory requirements.

Project management

Our experienced project managers organize, plan, and monitor pre-IPO deliverables, helping to resolve issues, and ensuring that critical deadlines are met.

Change management

We guide the change process, helping you gauge areas of resistance and develop strategies to address and overcome barriers.

What to expect at BerryDunn

At BerryDunn, we give you the personalized attention of a boutique group, with the resources of a national firm. Our team is comprised of a dedicated and experienced team of senior leaders, backed by a deep bench of finance experts.

We partner with you, sharing the insights you need to make the best decisions. Because we focus on learning your business and knowing your industry, we can help you take advantage of opportunities to make you more competitive and successful.

About us