IPO Readiness

As a trusted advisor, Protiviti helps companies with all stages of IPO readiness.

Preparing to go public is complex and time‑sensitive, and companies considering an IPO must be ready to act when market windows open.

Protiviti is the expert in IPO readiness services, helping organisations of all sizes throughout this journey—from evaluating long-term requirements to sustaining performance after the IPO. To help you get started, we offer two foundational resources: our free IPO Readiness Assessment, which provides a high-level view of where your company stands today across key areas like technical accounting, financial planning, governance, IT, HR and ESG; and our Public Company Transformation FAQ Guide, which addresses the most common questions and considerations companies face as they prepare for life as a public entity. Together, these resources equip you with personalised insights and practical context to begin shaping your readiness game plan.

For a deeper, more comprehensive evaluation, Protiviti’s experts also provide an in-depth assessment tailored to your organisation’s needs. Going public is a major milestone, but with Protiviti, you’re never navigating it alone.

Read the Guide Take the diagnostic

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Protiviti’s team of Private Equity Consulting professionals provides valuable assistance and guidance to Private Equity firms worldwide as they seek to reinforce, rationalise and/or adapt internal investment and financial operations.

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ESG

Identify and address ESG risks across your business while strengthening governance and decision-making. Turn sustainability priorities into measurable actions that drive resilience, performance and long-term value.

Maintaining sound financial reporting, corporate governance

How we help

Preparing to be a public company is time-consuming and complex. Much of that complexity is due to the numerous legal and technical requirements that must be addressed prior to an IPO. But a substantial—and often overlooked—aspect of IPO Readiness involves transforming organisational functions and processes in many ways. Readiness cannot be achieved at a moment’s notice.

Once public, post-IPO companies will need to continue transform critical business functions because there is a different set of requirements and expectations for public companies.

Protiviti experts can help you focus on maintaining sound financial reporting, corporate governance and other public company obligations, such as Sarbanes-Oxley Act (SOX) compliance reporting and the adoption of new accounting standards for revenue recognition and leasing.

Protiviti provides IPO Readiness and public company transformation services for leading companies worldwide. As a trusted advisor, we assist management with all stages of an initial public offering (IPO). This includes:

The Public Company Transformation Assessment
pre-IPO activities
Forming a sustainable and ongoing compliance function that fully meets the company’s regulatory requirements
Establishing a sustainable infrastructure to support anticipated growth and the ongoing reporting and compliance requirements of a public company.
Creating and implementing Human Capital Reporting to adhere to recent SEC requirements
Implementing ESG processes and controls.

Public company transformation assessment

Protiviti's Public Company Transformation Assessment helps companies develop a roadmap and determine the appropriate infrastructure necessary to manage and mitigate risks. Our approach covers six key objectives. A structured plan will help answer key questions asked by Executive Management and the Board.

Accurate Financial Reporting & Effective Forecasting: The financial reporting requirements demand precision and skill. Protiviti IPO Readiness experts help companies understand the application of all relevant accounting principles and ensure accurate financial reporting.
Efficient Financial Close: To join the ranks of the publicly held, private organisations should be prepared for heavy regulations. Our IPO Readiness team will help management prepare for an efficient financial close process.
Appropriate Corporate Governance and SOX Compliance: More than just “check the box” exercises – Protiviti helps companies create corporate governance programmes and the internal audit department that are properly structured and aligned to the overall business objectives.
Organisational Capabilities: Our IPO Readiness practice assist companies of all sizes will to develop the proper capabilities, review key functions and skills needed to facilitate anticipated sustainable and scalable growth.
Scalable IT Environment: Pre-IPO companies frequently report their IT departments are a major area of focus. We provide guidance and advice to management on IT strategies, risks, staffing and ERP systems.
Effective Registration Statement Process: One of the most daunting tasks of going public is the registration process. Companies that attempt to add an IPO project to existing functions run the risk of delays in task completion and issue resolution once "the clock has started" on registration. We ensure that the process is effectively managed by a PMO and the distraction and disruption to the business is minimised.

What are the critical tasks companies should consider when preparing for IPO?

Managing Director and Global Lead for Protiviti IPO Readiness services discuss the critical tasks all companies must consider when preparing to go public.