GOING PUBLIC READINESS
Focused on Being Prepared
Preparing for an IPO or public listing requires more than strong financials—it demands precision, planning, and expertise. Bailey LLP’s integrated team supports clients through every stage of the journey, from early-stage readiness and strategic planning to regulatory filings and post-IPO compliance.
Services Included
Financial Reporting
- Preparation of GAAP- or IFRS-compliant financial statements
- Analysis of related-party transactions
- Projected financial statements, including tangible net worth calculations
- Monthly financial reporting packages
- Operating and key performance indicators (KPIs) for investor reporting
Tax & Restructuring
- Corporate tax restructuring and entity optimization
- Estate tax planning for founders and shareholders
- Transfer pricing strategy and compliance
- Tax credit and incentive identification
- Net operating loss (NOL) utilization planning
- Executive compensation and stock option plan design
Systems & Technology
- Evaluation of information systems readiness for public company reporting
- ERP and reporting systems scalability
- Supply chain management integration
- ROI analysis on technology investments
Corporate Governance
- Development of a strategic business plan and forecasting models
- Performance management framework design
- Implementation of formal corporate policies and governance controls
- Structuring of board and committees, including charter development and composition review
How Bailey LLP Can Help
IPO and Capital Markets Advisory Built for Precision and Pace
Accessing the capital markets, whether through an initial public offering (IPO), reverse takeover (RTO), or other go-public transaction; requires rigorous preparation, deep technical expertise, and strategic coordination. Bailey LLP helps pre-IPO companies navigate every step of the process with clarity and confidence.
We understand the pressure organizations face when preparing for a public listing, from adopting new governance and financial reporting frameworks to managing investor expectations and regulatory compliance. Our team supports clients through each stage of the IPO journey, identifying potential roadblocks and providing timely, practical solutions.
Our pre-IPO services include:
- IPO readiness assessments
- IFRS and financial reporting conversion
- Tax structuring and entity reorganization
- Internal controls evaluation and implementation
- Audit and review of historical financial statements
- Support for prospectus and regulatory filings
- Corporate governance and board advisory
- Coordination with legal, underwriting, and investor relations teams
Post-listing, we continue to serve as a long-term partner, delivering ongoing audit, tax, and advisory services to help newly public companies meet evolving compliance standards while focusing on growth.
Contact Our Expert Team
Reach out to Bailey LLP at 357 Bay Street, Toronto for CPA and advisory services.