Roadmap to Going Public

A comprehensive guide to preparing your company for a successful IPO

1

12–18 Months Before IPO

Your Company Should:

  • Develop a comprehensive business plan and clearly define your equity story — the narrative explaining your company's value and growth potential.
  • Prepare audited financial statements (Class A audit preferred) along with interim reports.
  • Begin functioning as if you were already public — establish strong corporate governance, legal compliance, and financial reporting standards.
  • Align your corporate structure with the requirements of a listed company.

How IPO.consulting Supports You:

  • Guides you in preparing your business plan, financial statements, and equity story.
  • Helps set up proper governance frameworks and internal controls.
  • Ensures your accounting and financial processes meet public company expectations.
  • Assists in selecting a reputable audit firm to strengthen investor confidence.
2

6–12 Months Before IPO

Your Company Should:

  • Refine your growth strategy and strengthen the equity narrative.
  • Establish an internal IPO task force with leads for Investor Relations, Legal, Finance, Compliance, Marketing, and Business Development.
  • Assemble a trusted external advisory team for the IPO.
  • Finalize and submit your annual audit report.

How IPO.consulting Supports You:

  • Provides outsourced experts and staff to manage operational and compliance tasks.
  • Coordinates with key external partners — underwriters, legal counsel, transfer agents, custodians, and others critical to the process.
3

4–6 Months Before IPO

Your Company Should:

  • Finalize your use-of-funds plan and sharpen your equity message.
  • Begin preparing the prospectus or registration statement (e.g., S-1 or F-1).
  • Develop your investor relations (IR) and public relations (PR) strategies.
  • Build compelling presentation materials that highlight your market opportunity and performance.
  • Start initial consultations with the SEC or other regulatory bodies.
  • Confirm that all regulatory filing requirements are met.

How IPO.consulting Supports You:

  • Assists with drafting and filing the registration statement and related documents.
  • Submits materials through EDGAR, SEDAR, or equivalent platforms.
  • Advises on regulatory communication, helping address SEC or exchange feedback efficiently.
4

6 Weeks to 3 Months Before IPO

Your Company Should:

  • Finalize the use-of-proceeds details and reinforce your equity story for investors.
  • Respond quickly to any regulatory comments or revisions.
  • Launch your marketing campaign, organize roadshows, and finalize the selling syndicate.
  • Complete all listing requirements and prepare for the exchange debut.
  • Celebrate the official listing ceremony on NASDAQ or another major exchange.

How IPO.consulting Supports You:

  • Works with you on strategic positioning to appeal to institutional and retail investors.
  • Develops a polished investment proposal that communicates your company's strengths and valuation potential effectively.

Important Notes

Full Financing Available

IPO.consulting can finance up to 100% of the IPO listing and preparation process.

Cost Range

The typical cost range for going public is approximately $400,000 to $800,000, depending on complexity and jurisdiction.

Ready to Start Your IPO Journey?

Let our experienced team guide you through every step of the process