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Capital Markets IPO Readiness

IPO Services and Consulting That Set You Up for Success

Are you looking to go public or considering a capital market transaction? If you are, it is time to start planning. Navigating public markets and the IPO process can be time-consuming and expensive, and there is no guarantee you will generate the return you are expecting. Achieving capital market IPO readiness requires careful preparation, as the process of becoming a public company involves a variety of complex technical accounting, financial reporting, tax, and valuation tasks that must be handled with complete accuracy and filed by certain deadlines.

At Centri, we understand the intricate challenges faced by private companies. Regardless of whether you enter the public markets through a traditional IPO or a special purpose acquisition company (SPAC) transaction or are a foreign private issuer, we will help you mitigate the associated accounting and finance risks so you can handle any complications that come your way. We combine our cross-industry knowledge and expertise to advise and support you every step of the way, whether you need IPO preparation services or are preparing for life as a public company.

Watch the 2026 Capital Conference panel, featuring:

  • Derek Kearns, Partner & SEC, Financial Reporting and SPAC Practice Leader at Centri
  • Chaz Churchwell, Founder & Principal at Churchwell Insurance
  • Mike Blankenship, Managing Partner, Houston & Co-Chair, Capital Markets Practice at Winston & Strawn

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.

Meet Our Capital Markets IPO Readiness Team

Centri’s team of capital markets consultants is ready to assist with your Capital Markets IPO Readiness needs. Learn more about our specialists on the One Team page.

Meet All Centri Experts
Chris Mora headshot.

Christopher Mora

Partner

Capital Markets Practice Leader

Derek Kearns Headshot.

Derek Kearns

Partner

SEC, Financial Reporting & SPAC Practice Leader

Experts in Every Industry, Even the Complex Ones.

Technology Technology companies often operate in fast moving, competitive markets. Understanding the complexities of SEC rules and regulations is imperative if you’re looking to take your company public. However it’s a challenge if you’re new to doing so and don’t have the expertise on your internal team.
Life Sciences SEC compliance is unique for life science companies because you face complex and evolving regulations from the SEC and FDA, as well as agencies internationally. If you’re looking to take your company public, there are a lot of complex details that need attention to ensure the process goes smoothly. Centri can support your life science company by providing a proactive and strategic approach that aligns with your goals.
Capital Markets An IPO in the capital markets opens up lots of opportunities, but it also comes with demanding preparation and significant scrutiny. We know the concerns you may have about navigating the process of transitioning to a public company status. Based on our experience helping others prepare, our IPO readiness support is designed to give the hands-on guidance you need so you can ensure you have a strong foundation as you undertake this journey.

We provide the following services:

Planning for Your Transaction

  • Comprehensive project management, share best practices, and strategies
  • Providing audit support 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 in accounting standards used for financial reporting (e.g., statutory reporting to U.S. GAAP, U.S. GAAP to IFRS)
  • 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
  • Perform a tax readiness assessment to identify any potential tax issues and uncertain tax positions and develop a plan to mitigate those issues.
  • Determine any pre-IPO structuring that should be done to optimize your tax structure.
  • Perform an analysis under Sections 382/383 to determine any limitations on the ability to utilize tax attributes pre- and post-IPO. This will also assess the need for valuation allowances on your financial statements.

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
  • Assistance with tax related items within the registration statements such as the accuracy of your tax basis balance sheet, which will be utilized to determine your deferred tax accounting.

Closing on Your Transaction

  • Compiling accurate and effective investor presentation decks
  • Advising on corporate structure and governance
  • Drafting responses to SEC comment letters
  • Performing a transaction cost analysis to determine costs incurred in connection with the IPO that are not deductible for tax purposes.

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
  • Calculating your quarterly tax provision under ASC740.
  • Develop and maintain a tax model that will help in planning as well as the potential need for valuation allowances against deferred tax assets in your financial statements.
  • Calculating earnings and profits (E&P) to determine the tax characterization of future corporate distributions.
Someone using a calculator and looking at graphs on a clipboard.

View Our Recent SPAC Panel Discussion

Looking For More Support?

Here are some other related services that can be helpful depending on the goals you have for your business.

Valuation
Technical Accounting
Audit Support
M&A Advisory

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