Public offerings provide private companies the chance to make huge gains in growth, but it also subjects to regulations and rules that they weren’t required follow when they were private businesses. It is therefore important that companies understand all the risks and challenges they may face before taking the plunge into public markets.

If you’re considering an IPO for your company or not, establishing an inventory of best practices is the first step to ensure that you are prepared. A checklist for ipo should include everything from stakeholder alignment to due diligence to financial data collection and analysis. A thorough checklist will allow you to identify and close gaps in your company’s current situation and determine where it should be before ringing that IPO bell.

If you’re thinking of going public it’s best to consult an expert in tax to ensure that you’re aware of the various forms of equity compensation that could impact your tax burden, and prepare accordingly. If you have made an 83b) option, you could face a large increase in the taxable ordinary income if you go public. If you have incentive stock options (ISOs) it is important to consider the possibility that you’ll be subject to alternative minimum tax.

An IPO checklist should also include information regarding the regulatory compliance requirements that are associated with an IPO. This includes the Securities and Exchange Commission (SEC) rules on disclosure and registration. Your ipo preparation checklist should also include the required steps to prepare and file your Draft Registration Statement / S-1, including submission of both EDGAR and iXBRL instances files.

https://designdataroom.com/venue-by-dfin-vdr-review/