Exit Strategies

Review readiness to go public including reviews of financial statements, teams and their capabilities, accounting system/process, assist in the “quarterization” of historical financial information, internal control design and more.

Advise on SOX requirements and related management certifications.

Provide guidance with SEC filing requirements, review and help with drafting 10-k and 10-Qs, benchmarking of business metrics against peers and more.

Create a data room and any other materials. Facilitate communication between the two parties, answering questions, and addressing concerns that arise during the due diligence process.

Provide roadmap to the required structure of the financial function and teams to meet the demands of operating as a public company. Help with selection and training of the new hires who can excel in navigating the complexities of a public company.

Assist in customizing various employee equity incentive plans such as ESPP, RSU, PSU to help align and motivate employee to the long term success of the company.

Collaborate with you to determine the specific line of coverage that effectively mitigates business risk for public companies.