Taking your company public is a pivotal achievement, requiring careful execution at every step. From regulatory readiness to post-IPO operations, success depends on early preparation and having the right financial and reporting infrastructure in place.
That’s why we partnered with NetSuite to create the ultimate IPO checklist, outlining the critical steps companies need to navigate the IPO journey and operate confidently as a public company.
What’s Inside:
This checklist covers the 10 essential stages of IPO readiness, including:
- Evaluating whether an IPO is the right strategic move
- Assembling the right advisors and service providers
- Preparing financials, controls, and SEC disclosures
- Managing due diligence, filings, and exchange applications
- Supporting valuation, roadshows, and trading launch
- Planning for post-IPO reporting, governance, and investor relations
- Laying the ERP and close-process foundation needed to operate as a public company
