Jack Hensley’s Post

IPO Webinar Series: IPO Readiness Considerations About this Event: The highs and lows of the #IPO market over the past year have left companies wondering: What do I need to do to ring the bell? In this three-part webinar series from #Workiva and #PwC, discover what the market has been up to and where it’s going, the exact phases of the #IPO process, and hear from experts who have gone through the process and what they’ve learned. In the second webinar, join speakers from Workiva and PwC for a deep dive into the IPO readiness considerations and action items you should take in advance of a #public exit. Also, learn about the need for a filing agent and how they work with your IPO deal team.  After this webinar, you can: Distinguish #emerging growth act requirements and associated accommodations as an emerging growth company Understand key participants in the IPO process, general timeline considerations, filing requirements and other, cross-functional readiness considerations Evaluate the role of a filing agent or financial printer—including how they support the deal team  Workiva offers 1 CPE credit for this webinar.

When I talk to companies today, the question of executing an IPO during an election year is often asked - please find thoughts, historical data, and insights on this point - and reach out to me for more: #pwcdeals #ipo #iporeadiness

Some great insights in this PwC blog post focusing on the question: ➡ Should the presidential election impact your IPO timing? 🤔 Their advice to aspiring public companies remains consistent: 🔸 Focus on the fundamentals  🔸 Establishing financial statement integrity will be time well spent for a company that wants to be proactive instead of reactive 💯 🔸 The election may dominate the headlines, but it shouldn’t be the main driver in the decision to go public #ipos #insights #pwc #financialstatements #iporeadiness #workiva

#IPO Webinar Series: Lessons Learned 📅 MONDAY, JUNE 10 1:00-2:00P.M. EDT There's still time to register! Join speakers from Workiva, PwC, and an issuer to hear how they navigated the #IPO process and what lessons they learned along the way. After this webinar, you’ll be able to: ✔ Apply practical lessons learned from an #IPO transaction ✔ Determine the right requirements for your working group and how they can make or break the process ✔ Select the right process and #technology for your company when #goingpublic Workiva offers one complimentary CPE credit for this webinar. REGISTER HERE: https://lnkd.in/eeZtBaCv #ipos #capitalmarkets #iporeadiness #technology #pwc #workiva

Preparing for the next #IPO window requires companies to ask tough questions today about their current readiness. Deloitte's IPO SelfAssess is a free and easy to use tool, which provides valuable insights into the readiness of your organization to go public and operate as a public company. Sufficient foresight and preparation can allow you to execute your IPO process on your terms once your organization is ready, which is why many companies typically opt to start public company readiness 18 to 24 months before the anticipated public listing date. When it comes to your company’s IPO, timing is critical. Check out Deloitte IPO SelfAssess and if you would like to discuss your company's IPO readiness journey in greater depth, let's connect.

✴ Preparedness is the most important factor in your #IPO journey ✴ ✳ Companies eyeing an #IPO need to measure themselves to test for readiness ✳ 💬 "For companies preparing for an #IPO, you need to be prepared and act as if you are a public company. You need to develop an internal muscle memory to do the things public companies do, like closing the books on a quarterly basis, produce PCAOB-audited financial statements, and start documenting internal controls considerations at a minimum." 💯 ➡ Get Real-World Perspectives on Going Public in this Workiva Whitepaper: IPO Readiness: How to Hit the Ground Running https://lnkd.in/eSYRrzSj #ipos #preipo #iporeadiness #secreporting #internalcontrols #workiva

While we are starting to see momentum in the public markets and investors generally having a more optimistic market outlook, they remain risk focused. Therefore, preparing early to strengthen your governance and finance infrastructure as part of your capital strategy can enhance investor confidence and increase the success of a future liquidity event. Take this opportunity to try out our Deloitte IPO Scanner which companies have found to be a useful and efficient tool to perform a preliminary assessment of their transaction readiness! https://lnkd.in/eEGsGzRe

Congrats to PwC's Capital Markets team on the continued leadership as a Strategic IPO Advisor to companies considering a public exit - we advise on both the execution of the IPO filing process – going public – and the preparation across the organization to operate successfully as a public company – being public. Reach out to me for more. #pwcdeals #ipo #iporeadiness

As companies anticipate the opportune moment to embark on their IPO journey, now is the time to gear up and ensure readiness for the next phase of growth. It's not just about waiting for the window to open—it's about seizing the moment by completing crucial IPO readiness actions. From financial preparation to governance structures, there's a myriad of steps to take to ensure a smooth transition. Many companies are already shifting gears, recognizing the importance of proactive readiness. It's time to follow suit and take action. #IPO #Readiness #BusinessStrategy #ProactiveApproach

For companies considering an #IPO in the next 24 months, transparency around #ESG performance is key for driving credibility, trust, and value for investors. Want to know more? Check out Deloitte's new video, then use their free IPO readiness tool to gauge where you stand.