The IPO Field Guide

An initial public offering (IPO) of shares to the public is not the end of a journey, but instead the start of a new life for a company. An IPO forever changes the way a company operates and grants access to a deep, consistent pool of capital that serve as a launching pad for achieving lasting, strategic growth.

The trade-off is greater public and regulatory scrutiny, and often, fundamental changes to the way a business operates. We’ve assembled this guide to layout the roadmap for a successful IPO. Utilizing experience gained from years of developing registration statements, auditing and preparing financial statements, and conducting due diligence, we present the core steps and concepts required. The IPO process is complex, resource-intensive, and pocked with pitfalls to the unprepared.

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