IPO advice case study

How one company utilized accounting and organizational advice to successfully become a public company

The issue: A large, private company needed technical accounting, financial reporting, and SEC regulatory advise in connection with executing its IPO. Further, the organization needed advise regarding their development of the appropriate structure and operations post-IPO.

Our approach: A multi-disciplined PwC team was formed to provide a wide range of services including valuation, financial reporting and SEC, tax, and project advisory assistance. An early diagnostic of the accounting policies, financial statements, and critical areas such as consolidation and segment reporting revealed further work was needed to produce US GAAP/SEC compliant financial statements than was originally thought. By identifying governance, reporting, and structural issues early, managing expectations, and advising on the SEC registration process, it allowed management to address these issues prior to becoming public.

The outcome: As a result of identifying the key issues early in the process, the IPO was executed successfully, maximizing deal value and speed to market while minimizing costs.

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