IPO Readiness As a trusted advisor, Protiviti helps companies at all stages of Initial Public Offering readiness. Preparing to become a public company is time-consuming and complex.As the market continues to change with the current events, companies contemplating an IPO would be wise to prepare for windows of opportunity. Readiness is everything for such a game-changing endeavor, and to optimize chances of success, companies must assess the long-term timeline and be primed to move when circumstances are right.Protiviti’s IPO readiness services help companies of all sizes during every step of the process. After the IPO, we’re here to ensure your company maintains success.Read the Guide Assess long-term strategy to optimize success Survey April 17, 2025 Risk insights for finance teams If the first few months of 2025 are any indication, navigating risk-strewn near-term and long-term risk environments will be difficult. In this regard, the chief financial officers (CFOs) broad exposure to macroeconomic and strategic risks as well as finance-focused operational challenges is valuable. As finance leaders develop and update strategic roadmaps amid... Read more Explore Related Services Pro Briefcase Private Equity Protiviti’s team of Private Equity Consulting professionals provides valuable assistance and guidance to Private Equity firms worldwide as they seek to reinforce, rationalize and/or adapt internal investment and financial operations. Pro Building office M&A Consulting The M&A process is one of the most challenging endeavor a company can undertake. Protiviti’s M&A Consulting solution provides the guidance and expertise needed to navigate every step of the process. Pro Document Consent ESG Effectively manage sustainability risks and maximize opportunities. 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 organizational 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. This includes:The Public Company Transformation AssessmentPre-IPO activitiesForming a sustainable and ongoing compliance function that fully meets the company’s regulatory requirementsEstablishing 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 requirementsImplementing ESG processes and controls. Understand the application of all relevant accounting principles Your IPO Journey Starts Here: Protiviti’s IPO Readiness Assessment Preparing for an Initial Public Offering (IPO) is a major milestone — and Protiviti’s IPO Readiness Assessment is your starting guide to move forward with confidence. This interactive tool delivers a personalized report outlining where your company stands today across key areas like Technical Accounting, Financial Planning, Corporate Governance, Information Technology, Human Resources, and ESG. What sets this assessment apart? Your results are organized by executive roles, providing focused insights tailored to the leaders responsible for each area. You'll not only identify strengths and areas of focus but also gain best practices drawn from Protiviti’s deep experience in Public Company Transformation. Immediately after completing the survey, you’ll receive a downloadable report — and if you're ready to dive deeper, our experts are just an email away at [email protected]. Going public is complex, but with Protiviti, you’re never navigating the journey alone. Start your IPO journey today. Start now Understand the application of all relevant accounting principles Leadership Christopher Wright Chris is a Managing Director in New York, leads Protiviti's global Finance Transformation and Transaction Services solutions, oversees Protiviti’s Supply Chain, Operations, People and Change practices, and serves on our global ESG steering committee. He is the firm-wide ... Learn More Charles G. Soranno Charles is a Managing Director in New York with extensive experience in IPOs, technical accounting and SEC reporting, internal control compliance, M&A, external audit and regulatory inquiries, and implementing new accounting pronouncements and disclosures. ... Learn More Brad Rachmiel Brad Rachmiel is the Chicago Office Market Leader and a founding member of Protiviti. In addition to leading Protiviti’s Chicago office, Brad is a part of our Global Internal Audit and Financial Advisory leadership team and is the U.S. Central Region Leader of our ... Learn More Susan Alexander Susan is a Managing Director in San Francisco, and co-leads the West Region for Protiviti's Internal Audit and Financial Advisory Solutions, in addition to Protiviti's Consumer Products / Retail Industry. She has over 20 years' experience in public accounting and ... Learn More Nicholas Spinks Nick leads Protiviti's South Florida IT Audit practice and has over 17 years of combined experience in IT Consulting, IT Audit, project management, and large scaled implementation projects. He is on the South Florida ISACA Board and he is a frequent speaker at ISACA, ... Learn More Nick McKeehan Nick is a Managing Director who serves as Protiviti’s Global Leader for Financial Reporting Remediation & Compliance services. He has over 20 years of experience leading Finance Transformations, including: public company transitions, financial accounting ... Learn More 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. Featured insights and client stories SURVEY Risk insights for finance teams If the first few months of 2025 are any indication, navigating risk-strewn near-term and long-term risk environments will be difficult. In this regard, the chief financial officers (CFOs) broad exposure to macroeconomic and strategic risks as well as... RESEARCH GUIDE Guide to Public Company Transformation: Frequently Asked Questions Initial public offerings (IPOs) often generate a great deal of excitement and can give new luster to company brands. It is easy to forget that IPOs can only thrive in the right business climate – and for organizations that have undertaken the... BLOG Prepare to Function as a Public Company Before the IPO The big picture: The U.S. initial public offering (IPO) market may be regaining its footing. Current market conditions mean companies considering an IPO have ample time for infrastructure buildout – arguably the most important phase of the IPO... PODCAST Podcast | Get Ready for Your IPO: Financial Reporting, Cybersecurity, Sustainability and More – with Stephen Alicanti, Kristy Balsanek, Charles Soranno and Andrea Vardaro Thomas In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting.... WHITEPAPER Business Planning & Analysis Is the Next Generation of Financial Planning As finance leaders collaborate with their business partners to adjust plans in the face of economic headwinds, they should take a moment to reflect on the state of their financial planning capabilities: Are financial plans adequately linked to... CLIENT STORY Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive... Previous Article Pagination Next Article
