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IPO Readiness

IPO Readiness

Prepare, prepare, prepare. Whether you’re looking to go public in a few months or in a year, you need to start preparing now. Our experts are ready to hit the ground running.

We meet you where you are on your IPO readiness journey to deliver the PMO, finance, and accounting expertise needed for a smooth transition from private to public. Bringing the bandwidth you lack and the experience you need, we work hands-on alongside your finance team through the entire IPO process—anticipating and addressing issues from the get-go to ensure a successful IPO launch and position you to thrive in the public market.
PAIN POINT

Feeling overwhelmed by the “going-public” process, including preparing the Form S-1 and meeting deadlines.

What Accordion brings:
Define & manage critical milestones.
Define the critical path to success and manage the timeline and stakeholders to ensure key milestones are met on time.
Prioritize SEC & IPO activities.
Help management prioritize activities to not only complete the SEC registration process and IPO launch, but also ensure successful transformation into a public company.
Compile financials.
Compile annual and interim financials and technical accounting positions to complete successful PCAOB audits.
Prevent surprises.
Ensure nothing slips through the cracks and prevent surprises.
PAIN POINT

Gaps in current state that are likely to affect your ability to operate successfully as a public company—including disparate data and slow, manual processes that hinder ability to meet stakeholder expectations.

What Accordion brings:
Conduct IPO readiness assessment.
Perform a holistic IPO readiness assessment to identify key issues early and build a roadmap and timeline for action.
Ensure adequate staffing & systems.
Ensure the finance/accounting, IT, legal, and other key departments are adequately staffed and the proper systems are in place to successfully report as a public company.
Automate & streamline data processes.
Implement automation to reduce manual data entry and manipulation, create a single source of truth, and streamline processes.
Enhance close & reporting structures.
Review and improve the financial close and consolidation process to ensure timely and accurate reports and forecasts on a quarterly basis.
Get ahead in preparing for SOX compliance.
Get a head start on documenting and upgrading your controls to ensure compliance with Sarbanes Oxley (SOX).
PAIN POINT

Lack of a well-rounded equity story that attracts buyers.

What Accordion brings:
Develop strategic growth narrative.
Work closely with your management team and other stakeholders to develop a clear and strategic growth narrative.
Define & forecast key metrics.
Define the right KPIs and non-GAAP measures, and then quickly and accurately forecast and calculate them.
Optimize budgeting & forecasting.
Establish seamless budgeting and forecasting processes and models to measure segment and company performance without surprises.
We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.
We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.

Meet a few
of our experts.

Shauna Watson
Shauna Watson
Managing Director, Head of IPO Readiness

Shauna, CPA, is a Managing Director and the Head of Accordion’s IPO Readiness Practice, with nearly three decades of experience spanning a variety of sectors including consulting, energy & aerospace, and defense. She is a subject matter expert in US GAAP, IFRS, SOX, and SEC Regulations. Shauna has helped companies implement new accounting standards like leases and revenue recognition, and has also worked on complicated deal and...

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Kim Thi Tran
Kim Thi Tran
Senior Director

Kim is a Senior Director with over eight years of advisory experience in capital markets transactions, such as IPOs, M&A, complex technical accounting, and operational finance and accounting.

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Scott Davis
Scott Davis
Senior Director

Scott is a Senior Director with over 12 years of advisory, accounting and audit experience – working with clients of various sizes across multiple industries. He specializes in helping his clients navigate the capital markets journey, operationalizing their accounting processes, integrating accounting systems to support business-wide needs and advising on a variety of technical accounting matters.

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