IPO Readiness Consulting Services

Unlike traditional firms that rely on junior teams or contractors, we embed highly experienced operators directly onto your team.

Our consultants are chosen from the top 10% of the market and are our full-time employees who combine deep technical expertise with hands-on operational experience, averaging 20+ years in the field.

This means you get the perfectly chosen expert for your specific needs, who operates as an extension of your team, drives immediate results, and elevates your entire finance operation through their proven methodologies and industry knowledge.

We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.

Each consultant must demonstrate exceptional technical expertise, strategic thinking, and a proven track record of success across challenging business environments.

Our consultants have actually "sat in the seat" - meaning they've held senior finance positions and truly understand the day-to-day challenges of running finance operations. This combination of technical knowledge and practical experience matched to your specific challenges enables them to deliver superior results.

Our leadership & Client Services teams are made up of experienced finance and accounting consultants themselves, so they actually viscerally understand what your challenges are and who's best suited on our team to solve them.

We also use a precise diagnostic approach to match the right expert to your specific challenges by carefully evaluating project requirements, industry context, and technical needs to deploy consultants with directly relevant experience.

Our very selective hiring process maintains a diverse pool of specialists across many finance disciplines, ensuring we can address any financial challenge with the exact expertise needed. While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.

This strategic matching process, refined over years of successful engagements, maximizes project success and client satisfaction.

Our IPO consultants help guide organizations through the public company transition process. They focus on strengthening systems, optimizing processes, and establishing compliance frameworks while providing hands-on leadership.

This includes everything from implementing financial controls to managing stakeholder communications, all tailored to your organization's specific needs.

company is typically ready for an IPO consultant when it begins exploring public market readiness.

Engaging 18–24 months before a target IPO date is ideal. An IPO consultant can assess current capabilities and create a customized preparation plan.

To prepare for onboarding an IPO consultant, companies should gather essential financial documentation and ensure alignment among key stakeholders on IPO goals and timelines. Consultants can assist with assessing the current state and identifying priority areas.

Engagement lengths vary based on your timeline and readiness needs. While IPO preparation typically spans 18-24 months, we structure our support flexibly to match your specific requirements and pace. Our focus remains on building sustainable capabilities rather than adhering to rigid timeframes.

Our consultants bring extensive experience across industries and company sizes. While public company transitions share common requirements, we understand that each organization faces unique challenges and opportunities. We adapt our approach accordingly while leveraging proven best practices from our broad experience.

Yes, IPO consultants can provide post-launch support, including SEC reporting, stakeholder communications, ongoing compliance, and operational optimization.

Services are tailored to meet public company requirements and long-term goals.