IPO readiness services

Whether your firm is raising bank debt, registered bonds or private placement of bonds under Rule 144A, RSM’s IPO readiness team will advise you in anticipating underwriters’ requirements and ensure timely, accurate and relevant financial information.

RSM advisors build seamless strategic relationships with your management team, bankers, auditors and attorneys—and provide project management when necessary—to ensure a smooth, quick and efficient transaction.

Initial public offerings (IPOs) present numerous challenges, beginning with evaluating whether one is right for your company. Our IPO readiness team advises you throughout the process, from the initial rationalization and development of an equity story and the preparation of SEC-compliant financial and registration statements to the uplift of other functional areas of your business including IT, tax, human capital and internal controls. We provide support while you prepare.

Our team advises public companies on optimizing finance function collaboration and integration across departments (accounting, financial planning and analysis, human capital, tax, internal controls and internal audit, and data and business applications). Whether full outsourcing or co-sourcing, we offer support in advising companies on capitalizing value-creation opportunities.

Special-purpose acquisition companies (SPACs) present their own unique risks and complexities. Our IPO readiness services team has deep experience in advising companies through SPAC transactions. We can advise on the merger agreement, assist strategically with the unique aspects of financial reporting and SEC compliance, and provide project management services as well as a multitude of other services to ease the success of transactions.