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Services

IPO Readiness and Execution Services

IPO planning, assessment, readiness, execution, and post-IPO services

Deciding to go public is an exciting step in a company’s evolution. An IPO offers a unique opportunity to transform your business, but can also present tremendous challenges. Read on for valuable resources to help you navigate the complex IPO process. And when you’re ready to begin, Deloitte can act as the independent adviser you need to help get you through it.

Deloitte leaders talk IPOs

You have IPO questions, Deloitte has answers. Learn how our extensive experience and one-team approach prepare you ahead of time so you’re ready when the window opens.

Managing a successful IPO
Things to consider before going public

Deloitte’s IPO services are designed to help companies around the world navigate the IPO process. The critical period for many companies planning an IPO begins six to eighteen months prior to listing and lasts until the six months post-IPO. Deloitte specialists can provide advice and recommendations before, during, and after the IPO. Deloitte’s services range from the development of a personalized IPO readiness assessment, to PMO services, to technical accounting and SEC reporting services, to helping you navigate the IPO and operate as a public company.

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When should you begin planning?

A key recommendation from clients that have recently gone public is to start as early as possible. Give yourself more time than you think you’ll need. This allows you to prepare your organization to operate as a public company, focus on marketing the offering, and button up the details needed to prepare the market and execute the transaction.

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Hire an experienced independent adviser

Not only is it essential to get help with the challenging IPO process, but it is also critical to hire an experienced independent accounting adviser. Your adviser can help organize the process and develop an outline, advise on SEC reporting requirements, assist in updating SEC-compliant financial reporting, and help prepare MD&A and pro formas.

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Identify resource requirements and gaps

Don’t underestimate the skillsets and bandwidth your team will need to complete an IPO. In addition to the required external advisers, make sure you have the right internal staff in key positions. Now is the time to reassess your legal counsel, internal auditors, and tax professionals. Ensure your team has the competencies to successfully navigate the transition to becoming a public company.

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Since 2021, Deloitte has served1

19

of the top 30 IPOs

59%

of all IPOs

64%

of software IPOs

84%

of financial services IPOs

Steps toward IPO execution

On the surface, going public seems like a straightforward transaction. In reality, it’s a complex journey that requires planning, guidance, and a well-developed process.

See how Deloitte can provide guidance during the execution phase of your transformation to a public company. View the illustrative sample timeline below.

Download the illustrative timeline

A more detailed look at the three phases

Deloitte’s IPO readiness services are designed to provide advice and recommendations before, during, and after the IPO. Our framework divides the process into three phases—assess, execute and thrive. We advise throughout the entire spectrum, from developing a personalized IPO readiness checklist through navigating the reporting obligations that follow the transaction.

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Deloitte can help you understand and address all the requirements during the pre-IPO planning phase.

• IPO readiness assessments

• Pre-IPO workshops

• SOX planning, audit preparation, close process evaluation, etc.

• Comprehensive IPO road map development

Deloitte’s experienced IPO specialists can help you quickly manage the activities required to successfully execute the transaction.

• S-1 preparation

• Technical accounting and policy development

• MD&A and financial statement disclosures

• Finance process improvement

• SOX readiness

• Pro forma and quarterly financial information

• SEC comment letter responses

• PMO services

We can also provide the ongoing services and help support your organization’s needs after the transaction closes to meet your obligations as a public company.

• SOX execution and ongoing support

• On-call accounting policy support

• External reporting assistance

• Implementation of new accounting standards

• Tax compliance or provision services

• Internal audit assistance

Looking for more information on the end-to-end IPO process?

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Latest news and insights

Learn more about the insights and perspectives delivered by our seasoned professionals.

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Footnote:

includes US domiciled companies only and indicates activity and proceeds raised from 2021 through 2024.

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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

US IPO Services Co-Leader | Deloitte & Touche LLP

Previn is a Partner and serves as the US IPO Services Co-Leader, located in the Bay area. He has more than 20 years of experience providing professional services to public and private companies in the... More

Barrett Daniels

Barrett Daniels

US IPO Services Co-Leader | Deloitte & Touche LLP

Barrett is a Partner and serves as the US IPO Services Co-Leader, located in the Bay area. For the better part of the last two decades, Barrett has been primarily focused on IPO and other transactiona... More

Will Braeutigam

Will Braeutigam

US Capital Markets Transactions Leader | Deloitte & Touche LLP

Will is a Partner and serves as the US Capital Markets Transactions Leader and the Mergers, Acquisitions, and Restructuring Audit & Assurance Services Leader. In this role, he leads Accounting & Repor... More

 Nicholas Accordino

Nicholas Accordino

US Post-IPO Services Leader | Deloitte & Touche LLP

Nick is a Partner and serves as the US Post-IPO Services Leader. In this role, he leads various Accounting & Reporting Advisory (ARA) services for newly public organizations around the globe. Nick has... More