Going Public Readiness

Focused on Being Prepared

For clients embarking into IPO territory, Citrin Cooperman’s integrated team of professionals provides expert guidance and technical expertise every step of the way, from the preliminary evaluation and strategic planning stages through transition, registration, and filings.

Audit and assurance services are provided by Citrin Cooperman & Company, LLP.

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Services Included

Financial Reporting

Analysis of related-party transactions

Preparation of projected financial statements including tangible net worth considerations

Monthly financial reporting package

Operating and other statistical information

Tax/Restructuring

Tax restructuring

Estate tax planning

Corporate restructuring

Tax credits and incentives

Transfer pricing strategy

Net operating loss utilization planning

Executive compensation /stock option plans

Systems and Technology

Adequacy of information systems including ability to meet filing deadlines as a public company

Flexibility for growth

Supply chain management

Measuring return on technology investment

Corporate Governance

Strategic business plan

Performance management

Formalized corporate policies

Composition of Board of Directors and committees including evaluation of charters

How Citrin Cooperman Can Help

For organizations contemplating accessing the capital markets, particularly through an initial public offering (IPO), the process requires extensive preparation, deep technical skill, industry insight, and forward-thinking strategy. An IPO also requires teamwork among an organization, all of its advisors, the board of directors, and company personnel. From tax structuring to financial reporting to adopting new practices, processes, and corporate governance, pre-IPO organizations face numerous complex challenges, significant demands, and unique pressures. When your business is ready to contemplate a going public transaction, we’re here to assess your readiness to ensure it goes smoothly and successfully.

Providing the highest level of service tailored to the unique needs of our clients, we work within the given timeline to address all facets of the IPO journey, while effectively solving issues and managing risks that might delay the process.

Our integrated service team works closely with organizations and their teams to define priorities, determine and establish financial and operational controls, prepare financial and registration statements, and meet financial reporting and regulatory, accounting and internal controls compliance requirements. Once our clients are listed, we have the capabilities and resources to provide a range of continued accounting, tax and advisory services.