green swirl of light

Services

IPO Center of Excellence

From planning to execution

The Deloitte IPO Center of Excellence (IPO COE) is here to help you navigate the IPO process, from planning and assessing readiness, to execution. Based in Silicon Valley and San Francisco, we are a team of seasoned professionals who have helped many of the world’s top companies go public through an IPO.

IPO services

We understand that one size doesn’t fit all when it comes to going public. That’s why our approach is unique in the industry. The professionals in our IPO COE offer companies a distinctive, personalized experience. Calling upon decades of experience, our team helps companies avoid pitfalls and overcome obstacles to help achieve a timely IPO process and smooth transition to a public company.

Back to top

IPO execution

We provide support before, during, and after an IPO but the critical period for many companies is the 18 months prior to listing and the six months after. Throughout your IPO journey, our team of experienced professionals can help guide you through the IPO process and in navigating the reporting obligations that follow listing.

Our services include, but are not limited to:

Back to top

IPO workshops

A key offering provided by the IPO COE is an interactive, half-day workshop exclusively for your organization. Each workshop is led by a multidisciplinary team of IPO veterans including an accountant, investment banker, attorney, investor relations professional, and a CFO who has recently been through an IPO.

This confidential workshop is tailored to your company and your unique needs. Our IPO workshops are 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.

Back to top

Blue yellow bubble black bg

Our professionals

 

Have supported hundreds of IPOs, with several professionals having individually supported more than 20 IPOs and Form S-1-related engagements

us-abacus.png (78×78)

 

Have provided accounting and reporting advisory services for several of the most dynamic unicorn IPOs in recent years

us-two-people-at-desk.png (79×78)

 

Are supported by a former assistant chief accountant at the SEC who has reviewed more than 500 Registration Statements as well as several other professionals with previous experience serving as part of the SEC’s Office of the Chief Accountant

Innovation where and when it counts

Innovation is part of the DNA of any IPO company—it’s what drives a team to excel, and it’s a key competitive edge. This is also the case for the IPO COE, from Disclosure Analytics to Argus to LeaseController, innovation helps us create a complete financial picture that can serve to help performance and contribute to the value of the IPO.

  • 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.
  • 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.
  • 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.

Back to top

circle of green dots

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 or reach out to the larger team using the form below.

Back to top

blue light ring

Contact us

We leverage our network to strengthen yours as we help to prepare your company in advance of your IPO. Email us at IPOCOE@deloitte.com to learn more.

 
 
 
 
 
 
Yes No

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

Fullwidth SCC. Do not delete! This box/component contains JavaScript that is needed on this page. This message will not be visible when page is activated.

Remove Progress Bar HTML fragment. Do not delete! This box/component contains JavaScript that is needed on this page. This message will not be visible when page is activated.