IPO Solutions

Move Forward with Confidence

Preparing for an initial public offering (IPO) is one of the most challenging tasks an organization will undertake. That’s why planning for the transition is critical.

Changing compliance and regulatory requirements require agility and a deep understanding of the IPO process. By working with professionals who understand your organization’s goals and the evolving compliance landscape, you’ll be able to move your company forward with confidence.

How We Serve You

Whether you’re preparing for an IPO or a transition to the public markets, our cross-functional team of professionals can provide your organization local capability, strong industry experience, and service delivery expertise.

After getting to know you and the needs of your business, we’ll help you build a readiness road map that supports a successful transition and provides assurance to your stakeholders.

Our Services

We offer a full range of services that spans accounting, consulting, and wealth management. Beyond analyzing your financial statements and addressing your tax and assurance needs, we offer a coherent, solutions-based approach catered to your industry’s unique complexities. Here’s a sampling:


These four foundational controls help organizations mitigate risk and improve the reliability of their financial statements.

Preparing for an initial public offering (IPO) is a challenging and stressful process for most companies. Leadership can reduce stressors by understanding and addressing the areas and functions most impacted by IPO preparations. In this webcast, we disclose the four key areas every organization should address prior to making an initial public offering.

Regardless of where your company is in addressing SOX compliance, how you develop and manage internal controls can have a significant impact on your organization’s success. During this webcast, we share the SOX 404(a) compliance approach designed around specific risk tolerance, operational objectives, and budget considerations that’s been successfully used by hundreds of IPO and emerging growth companies.

The ASU, which introduces a new Accounting Standards Codification (ASC) Topic 606, Revenue from Contracts with Customers, fundamentally changes how companies across nearly every industry will recognize revenue.

The news is filled with stories of cybersecurity breaches, hacked networks, and malware attacks. However, there’s another less obvious cybersecurity risk lurking inside most organizations: inadequate segregation of duties (SOD). This white paper details the steps involved in an SOD analysis, which, when performed regularly, can help facilitate the maintenance of SOD compliance without overburdening an organization.

This report is an analysis of corporate governance practices among middle-market US companies.

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