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In our Public Listing Pathway Series, explore the first phase of going public, how companies evaluate readiness, assemble the right team, and make disciplined decisions against shifting market conditions. Panelists will walk through the due diligence lens investors and regulators bring to early-stage IPO or alternative planning, the audit and internal control requirements that often drive the timeline, and how to articulate a credible equity story supported by the right management team, reliable data and governance. The session aims to give participants a practical framework for deciding if, when, and how to pursue an IPO or alternative transactions, while avoiding common first-time issuer pitfalls.

Moderator

Michael Brooder, Managing Director, CBIZ

Presenter

Jeffrey Solomon, Managing Director, CBIZ

CPE CREDITS
Program Description Phase One: Pathways to Public – Diligence, Decisions, and Market Conditions

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives
  • Establish a clear readiness and decision-making framework for pursuing an IPO versus alternatives
  • Identify Phase 1 diligence workstreams that most affect timeline, cost, and feasibility
  • Clarify auditor, legal, and finance roles—and independence/oversight requirements and timelines
  • Outline a practical SOX/internal controls and governance ramp suitable for first-time issuers
  • Highlight common pitfalls (first-time audits, related parties, data gaps) and how to mitigate them early
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.