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Services

IPO Center of Excellence

From planning to execution

Deloitte’s IPO Center of Excellence (IPO COE) is committed to helping you navigate the IPO process—from planning to assessing to executing to sustaining. We understand that one size doesn’t fit all, which is why our approach is unique in the industry.

IPO services

The cornerstone of Deloitte’s IPO COE is an interactive, half-day workshop tailored to your company and your unique needs. Each confidential workshop is led by a multidisciplinary team of IPO veterans, including an accountant, investment banker, attorney, investor relations professional, and a chief financial officer who has recently been through an IPO.

Our IPO workshop is the first step in helping to prepare your organization for an IPO. Following our workshop, our dedicated team of IPO veterans can guide you through the process as you develop essential timelines and achieve critical milestones. Our IPO COE’s suite of services map to your company’s journey.

 

Deloitte was a key player in our successful IPO. Deloitte’s responsive and collaborative style was truly appreciated by my team.

– CFO, venture-backed Silicon Valley tech company

 

We can help you to:

 

Based in Silicon Valley and San Francisco and serving companies nationally, Deloitte’s IPO COE offers companies a distinctive, personalized experience. Led by a team of seasoned professionals who have served many of the world’s top companies, the IPO COE aims to demystify the IPO process and support organizations through their IPO journeys. We help companies consider the impact on relevant areas of the business to create the competence, confidence, and performance to enhance the value of the IPO. The preparation that goes into being public provides a strong foundation for managing the company and may produce the following benefits:

  • An effective and efficient finance function
  • Improved decision-making
  • Value-driving internal controls
  • Risk mitigation

We leverage our network to strengthen yours while helping to prepare your company in advance of your targeted date.

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Deloitte works with 400+ venture-backed clients in the United States

Our team has experience with 400+ IPOs in the last 15 years

Innovation where and when it counts

Innovation is part of the DNA of your company—it’s what drives your team to excel, and it’s the basis of your competitive edge. Expect innovation from the IPO COE—from Disclosure Analytics to Argus to LeaseController—because having a complete financial picture can serve to help performance and contribute to the value of the IPO.

  • Argus: Artificial intelligence can make document review more comprehensive. With the “virtual eyes” of Argus, we can quickly identify and extract information across an entire population of documents—not just samples—to identify potential accounting impacts, trends, and anomalies.
  • Disclosure Analytics: Deloitte’s advanced data science platform, Disclosure Analytics, analyzes massive quantities of financial information to enable industry benchmarking, visualizations, and financial statement analytics.
  • LeaseController: A suite of tools built by Deloitte, LeaseController facilitates adoption and streamlines the end-to-end lease accounting process—from management judgments and decisions to computations and reporting.

Learn more about how Deloitte is innovating the audit.

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Deloitte & Touche LLP and Nextstep Advisory Services, LLC

Deloitte has acquired the business of Nextstep Advisory Services, LLC, and Nextstep Advisory Services, LLC's professionals have joined the Audit & Assurance practice of Deloitte & Touche LLP. Under the Deloitte & Touche LLP brand, we will continue to assist companies with IPOs, technical accounting, and SEC reporting. We look forward to broadening our bench of talent and expanding our suite of services to continue helping current and prospective clients to achieve their Nextstep. Contact Barrett Daniels at badaniels@deloitte.com or reach out to the larger team using the form below.

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Contact us

 
 
 
 
 
 
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The services described herein are illustrative in nature and are intended to demonstrate our experience and capabilities in these areas; however, due to independence restrictions that may apply to audit clients (including affiliates) of Deloitte & Touche LLP, we may be unable to provide certain services based on individual facts and circumstances.

Get in touch

Previn Waas

Previn Waas

Partner | Deloitte & Touche LLP

Previn is a partner with Deloitte & Touche LLP and the leader of Deloitte's IPO Center of Excellence. He has more than 18 years of experience providing assurance, accounting, and other professional se... More

Barrett Daniels

Barrett Daniels

Partner | Deloitte & Touche LLP

Barrett is a partner with Deloitte & Touche LLP and a leader in providing IPO services. He has deep expertise in IPO-related engagements having worked primarily in the field, and on 50+ S-1 and initia... More

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