Expert IPO Readiness Advisory & Consulting Services

IPO Services and Advisory 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. 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, 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.

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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 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.

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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

Accounting & Audit Support

M&A Advisory

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Meet Our IPO & Capital Markets Readiness Team

Centri’s team of experts is ready to help you with your IPO & Capital Markets Readiness needs. You can learn more about our specialists on the One Team page.

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