IPO Preparation

IPO Preparation Overview

Listing a company on the Stock Exchange is a laborious process, but the benefits to your business can be immense. SavvY Consulting’s IPO service offer exists to help companies develop and execute a plan for listing. SavvY can assist at every step, from assessing the business transformations necessary to conform to regulatory and exchange standards, to implementing the transformations, all the way to mediating with key organizations in the listing process (e.g. banks, regulators, sponsors, bookkeepers, legal firms, auditors, or PR firms)

IPO Preparation

Every company is different, but SavvY’s offer is designed to help companies of any sophistication find their way onto the Stock Exchange (e.g. London Stock Exchange – LSE). Our first step is always a Gap Analysis – assessing the client companies Financial Reporting Procedures (FRP) against the strict requirements of overseas regulators and the exchange itself. This analysis comprises eight key elements:

  • High-level financial control mechanisms such as an internal audit, risk identification, and management
  • Internal controls
  • Budgeting and forecasting processes
  • Treasury management
  • Accounting practices
  • The format of management reports
  • Consolidation and reporting of financial documents
  • Control IT mechanisms

Once we assess the state of these FRP elements relative to the requirements, we can develop a concrete plan to elevate each to the standard necessary for an IPO. On the basis of the diagnostics from the Gap Analysis, our consulting professionals in each field will develop policy guidelines, training programs, and auditing controls to ensure that the client company’s organization is able to independently work in conformity with regulatory and exchange requirements.

how can we help you?

Contact us at our office or submit a business inquiry online.