We’ve said it before, but preparing for an IPO is not just an accounting effort. Some of the biggest milestones of IPO readiness occur across other arms of the business—and a successful IPO means not forgetting business performance, technology, risk and compliance, and data.

In preparing for periods of accelerated growth, companies must assess the capability, capacity, and quality of staff, processes, systems, and data that are essential for timely, accurate, and reliable financial and regulatory reporting. Are you thinking beyond finance activities?

Financial Management

  • Assist with technical accounting and financial reporting
  • Prepare for annual audits
  • Deliver IPO readiness services
  • Provide transaction services, including buy-side and sell-side due diligence and post-merger integration

Business Performance

  • Evaluate financial operations to identify opportunities to improve efficiency and reduce close cycle times
  • Assess organizational capabilities relative to industry standards
  • Drive key metrics and analytics to improve management oversight and results

Technology Optimization

  • Assess current tools and applications and perform gap analysis
  • Design and implement enhanced functionality to increase controls and reduce risk
  • Optimize financial reporting tools
  • Develop and implement plan to enhance the functionality of existing applications

Governance, Risk & Compliance

  • Understand and document key financial and IT processes
  • Design and implement remediation plan for control deficiencies
  • Perform enterprise risk assessment
  • Analyze current GRC framework against industry-leading best practices

Data Quality & Data Management

  • Develop data strategy and architecture
  • Design and build enterprise data warehouse
  • Implement data governance and standards
  • Assess data quality and cleansing
  • Develop strategy and architecture

Want to learn more about IPO readiness? Visit our IPO Readiness services page to learn more about how MorganFranklin can support your organization.