Brian Maiers’ Post

Public-Company Readiness for critical areas of the business include:  ✔ Accounting and financial reporting ✔ Internal controls  ✔ Environmental, social, and governance (ESG) ✔ Legal and compliance ✔ Internal audit ✔ Tech stack Before #goingpublic, you need to be able to close and report your monthly results in a timely basis with a heavily automated month-end close process. 💯 You must have a strong internal control environment with documented controls demonstrating the operating effectiveness. 💥 Your #esg strategy & messaging has to align with your internal policies & procedures. 👍 Workiva is the only platform that integrates financial reporting, internal controls & ESG. It's the only platform that makes you #IPOready. 👉 https://lnkd.in/eSYRrzSj #ipos #capitalmarkets #financialreporting #internalcontrols #esg #workiva

📈 Preparedness is the most important factor in your IPO Journey 🛎️ Private companies who are thoughtful about their preparation and put in the work—who log those practice miles—can parlay pre-IPO momentum into long-term value and establish strong investor relationships from the start. Committing to IPO readiness can be the difference between a valuation riding hype and one built on a foundation of healthy activities and effective business habits. >>>🤝 People: Expanding staff, especially the accounting and finance and legal teams, will provide the support needed to meet strict SEC requirements and deadlines >>>📓 Corporate governance: Establishing a board built on diverse experience and insight will help inspire confidence in investors and demonstrate your commitment to shareholders >>>🖥️ Processes: Creating sustainable, repeatable financial reporting frameworks, which are required by regulators and essential to investors, will reduce risk, build trust, and increase transparency for decision-making 🟢 Truth and Trust at Scale. Let the Workiva Capital Markets Team deal with the complexity so you don't have to. 🟢 #ipos #capitalmarkets #iporeadiness #workiva

When you partner with our #IPO Readiness team, you gain immediate experience in the complex and intertwined areas needed for a successful #transaction. Gain insight into how we combine deep expertise across multiple industries and business functions with a responsive and collaborative approach. https://bit.ly/3UHVmYZ

While the #IPO market is in the dormant stage of the economic cycle, it is a good time for businesses to hit the ground running and take advantage of quieter conditions. Get a headstart by approaching it systematically and deliver value across your stakeholder communities. Tap into key insights on managing the processes for proper flotation: https://lnkd.in/gsfMSNc3 #KPMGSingapore

This week’s Suits the C-Suites article is the first of two parts titled “Transforming bold vision into a successful IPO journey.” It is written by Aris "Bok" Malantic, a Partner and the Financial Accounting Advisory Services (FAAS) Leader, and Jerwin C. Esquibel, a Senior Director under FAAS of SGV & Co. In this article, the authors discuss how the initial public offering (IPO) journey is more than just a financing event — it should be approached as a transformational process. Because this has to be a structured and managed transformation of the people, processes, systems, and culture of an organization, it is crucial for CEOs to perform an IPO readiness assessment and consider certain critical success factors that the authors share to transform their bold vision into a successful IPO journey. Click here to read the article: https://lnkd.in/gnyytjth SGV’s “Suits the C-Suite” column is published every Monday in BusinessWorld’s Economy Section.

If your organization is focused on a sale or going public, the path to achieving long-term, sustainable value is paved with any number of challenges. It is the CXO’s job to align efforts across all areas of the business to tackle common hurdles including regulatory requirements, investor expectations, talent management, reporting obligations, and new stakeholders. The key is to align all five areas of the business to drive accelerated, smart growth. These areas are: Financial Management; Business Performance; Technology Optimization; Governance, Risk & Compliance; Data Quality & Data Management. Which of the five pillars of growth has been most challenging for your organization? To learn more about how MorganFranklin Consulting can assist your organization, visit our IPO Readiness services page. https://lnkd.in/e3ZBZGnQ #IPO | #growth | #IPOReadiness

If your organization is focused on a sale or going public, the path to achieving long-term, sustainable value is paved with any number of challenges. It is the CXO’s job to align efforts across all areas of the business to tackle common hurdles including regulatory requirements, investor expectations, talent management, reporting obligations, and new stakeholders. The key is to align all five areas of the business to drive accelerated, smart growth. These areas are: Financial Management; Business Performance; Technology Optimization; Governance, Risk & Compliance; Data Quality & Data Management. Which of the five pillars of growth has been most challenging for your organization? To learn more about how MorganFranklin Consulting can assist your organization, visit our IPO Readiness services page. https://lnkd.in/eykTWfZM #IPO | #growth | #IPOReadiness

An IPO - a big strategic decision for a company to make. But FPPP is one of the key workstreams involved in the listing process and too often creates a stumbling block for businesses. In light of the latest corporate governance reforms, this could make the fallout of leaving your FPPP too late in the process a much larger hurdle to overcome. Danial Zulkefli, one of our IPO specialists, has written an excellent article detailing what you need to consider in relation to these latest reforms and why looking at your processes and procedures now will help you to get ahead of the curve. https://lnkd.in/eW2b6qx2 #fpppreadiness #iporeadiness #ukcorporategovernancereform #grantthrontonukllp

IPO Readiness is complicated and takes time. Accounting Advisory Leaders and Pre-IPO Readiness professionals suggest you start this journey 12-18 months before your #IPO. Prepare yourself as if you were public: ▪ Run mock earnings calls ▪ Draft earnings releases & scripts ▪ Create mock public filings (10-Q/K) 👉 You cannot wait until you ARE public to do these things for the first time. But today, you also need to think about your ESG 💯 ✅ Embed an ESG strategy into capital markets readiness plans 🔹 As companies prepare for an IPO they should implement ESG practices. ✅ Upgrade technology and data capabilities for ESG reporting 🔹 Companies planning to IPO will need robust ESG-reporting policies and processes with an effective internal control environment that are of the same caliber and rigor of that expected from financial reporting functions. Workiva is the ONLY platform to bring together financial reporting, ESG reporting, audit, and risk to provide true clarity and confidence to your most important work. ➡ https://lnkd.in/gn6ep--Z #preipo #ipos #capitalmarkets #iporeadiness #esg #secreporting #internalcontrols #workiva

If your organization is focused on a sale or going public, the path to achieving long-term, sustainable value is paved with any number of challenges. It is the CXO’s job to align efforts across all areas of the business to tackle common hurdles including regulatory requirements, investor expectations, talent management, reporting obligations, and new stakeholders. The key is to align all five areas of the business to drive accelerated, smart growth. These areas are: Financial Management; Business Performance; Technology Optimization; Governance, Risk & Compliance; Data Quality & Data Management. Which of the five pillars of growth has been most challenging for your organization? To learn more about how MorganFranklin Consulting can assist your organization, visit our IPO Readiness services page. https://lnkd.in/exYKaAJ5 #IPO | #growth | #IPOReadiness