Public Company Readiness & Preparation

Public Company Readiness & Preparation

Let our expertise and support guide your journey for a seamless public offering and IPO success.

Advisory Test

CBIZ ARC provides comprehensive accounting, reporting, tax, systems and controls solutions to support the processes for going public. We work in tandem with the entire “Going Public Team,” including management, SEC counsel, external auditors and others to efficiently execute your overall plan to IPO.

We have assisted more than 60 clients in the IPO process and our experience spans a range of industries.

Our experienced team assists in navigating the rigorous IPO requirements and streamlining financial reporting, allowing companies to confidently enter the public market and unlock their growth potential. The CBIZ ARC professionals bring a variety of public accounting, industry and technical backgrounds to the table, which helps deliver solutions that address your unique requirements, accounting, tax, and internal controls considerations involved in the process of going public.

Technical Accounting & Documentation:

We assist in the adoption of new accounting pronouncements, segment reporting analysis, earnings per share, cheap stock considerations, revenue recognition, business combinations and evaluation of other non-routine transactions. Our team routinely drafts responses to any SEC comment letters and can also assist in drafting the cheap stock letter.

Quarterly Reporting:

We have a proven method to prepare for, and get the external auditors through, the quarterly review process in an efficient and timely manner. We can perform quarterly cut-off procedures, review year-end audit adjustments to ensure they are recorded in the proper quarterly period, prepare flux analysis for the audit team and prepare all of the quarterly financial statements and footnotes.

S-1 Preparation:

Our professionals draft all financial sections of the document, including public company F-Pages, earnings per share calculations, pro-forma presentations, MD&A, non-GAAP financial measures, liquidity and capital resources and critical accounting policies. We can also assist with the development of non-GAAP and key performance indicators.

Systems, Process & People:

Our experts assess your current environment and assist with system selection, implementation and optimization, as well as streamline and revamp the accounting close procedures and related processes.

Internal Controls, Tax, & Compliance:

Our expertise covers tax and SOX compliance, offering the desired level of comfort for management and bankers.

The mergers and acquisitions (M&A) landscape is currently facing an unprecedented era of uncertainty, with historically low transactions, rising interest rates and broader concerns about economic volatility.

The challenges of rising interest rates, a sluggish economy and the possibility of a recession are all factors that have the potential to weigh heavily on the financial health of companies.

The IPO market has hit a relative standstill after frothy valuations, easy money and investor enthusiasm drove a record-setting 2021.

Gary Klintworth

Senior Managing Director


Jim Loughmiller

Senior Managing Director


Kevin Jacobson

Managing Director