Step 1
Identify objectives and assess timelines
Step 2
Evaluate current organisational maturity
Step 3
Plan your finance strategy
Step 4
Execute your roadmap to IPO
Step 1: Identify objectives and assess timelines
Companies planning to become listed will need to start readying for IPO with plenty of time to spare – the whole process is often started years in advance.
Therefore, our first step is to understand your timelines; 18 months away from IPO will give us a very different approach to a three year deadline. This gives us a guide for the pace of your journey towards IPO.
Step 2: Evaluate current organisation maturity
All findings will be delivered via our in-depth and easy to follow assessment framework.
The goal is to establish exactly where your business is now to better understand your target state.
Step 3: Plan your finance strategy
A list of projects will come out of step two which are on the critical path towards IPO readiness and will inform your finance strategy. These might include: business process documentation, governance, risk and control frameworks, and setting up your finance team so roles and responsibilities are clearly defined.
We need to consider how your systems will work together in a seamless, integrated way to deliver outcomes that are automated and cost-effective in the future.
Step 4: Execute your roadmap to IPO
Once we have identified the projects in step four, it’s time for us to help you execute them, steering you towards taking your organisation public.
We help you to understand what can be delivered internally versus involving third parties. We define roles and responsibilities and ensure the scope of work is fully understood and appreciated.
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