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Embarking on an IPO is a thrilling milestone for a company, marking a new chapter of growth and opportunity. The journey to an IPO is demanding, requiring companies to navigate complex compliance obligations, manage expectations, and undergo rigorous scrutiny from various internal and external stakeholders. With Socorro Partners, you gain a strategic partner committed to your success, providing support throughout the entire IPO lifecycle to foster your company's growth and stability as a new public entity.
Early preparation is key when starting your IPO journey. Performing an IPO readiness assessment helps drive key milestones in your project plan by identifying focus areas in operations, governance, financial reporting, and regulatory compliance. By uncovering weaknesses and risks early on, issues can be addressed proactively, mitigating potential obstacles that could hinder the transformation from a private to a public company.
Partnering with an advisor early in the IPO process is imperative to assist in the transition to a public company. Socorro Partners will help you identify, understand, and address the focus areas during the pre-IPO planning phase, which is generally a year to 18 months ahead of the IPO.
12-18 months prior to IPO
3-6 months prior to IPO
2-4 months prior to IPO
1-2 months prior to IPO
1-2 weeks prior to IPO
Day of the IPO
After the IPO
Develop a robust, agile project management office to oversee and effectively manage every step of the IPO process, in collaboration with management, auditors, counsel, underwriters, and other outside parties integral to the IPO lifecycle.
Work in collaboration with the finance and accounting departments to improve the financial reporting and accounting processes to meet the reporting demands of a public company. In addition, partner with the business throughout the IPO process to provide technical accounting assistance, which includes working collaboratively with the auditor and their national office, supporting the preparation of the registration statements, and providing assistance throughout the SEC’s comment clearance process.
Assist in establishing a thoughtful, risk-based SOX strategy and internal controls implementation approach that involves the integration of business processes and IT.
Provide ongoing post-IPO support with on-call accounting advisory, including financial reporting, technical accounting, and SOX compliance, as well as tax provision and compliance services.
Our team has significant experience successfully working through IPO readiness projects with a disciplined approach.
We offer customized project plans to support your organization at every stage of the process.
We are a trusted partner that seamlessly integrates with client teams to foster a collaborative environment.
We create scalable and sustainable processes, enabling long-term success.
Socorro Partners offers a suite of services to support the IPO lifecycle. Our IPO execution solution is catered to address needs throughout the IPO lifecycle and can be adjusted as priorities shift.
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