IPO & Capital Market Readiness

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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.

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.

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.

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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.

Christopher Mora

Chief Revenue Officer & Partner

Capital Markets Practice Leader

Derek Kearns


SEC, Financial Reporting & SPAC Practice Leader

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