Your Guide To IPO Readiness

Your Guide To IPO Readiness

As the IPO Window Reopens, Will Your Company Be Ready?

For 18 months, the IPO market had hit a relative standstill after frothy valuations, easy money and investor enthusiasm drove a record-setting 2021. However, with some widely publicized success stories in the third quarter related to ARM Holdings, Instacart, and Klaviyo, companies are starting to think about what pricing might look like in the first half of 2024, before election uncertainty might set in.

“Regardless of whether you anticipate tapping the public market in 2024 or 2025, now is not the time to stop the IPO preparation process,” says Jim Loughmiller, Senior Managing Director of CBIZ ARC Consulting, which provides specialized accounting and advisory services to high-growth companies.

Our guide features:

  • Introduction: When the IPO Window Reopens, Will Your Company Be Ready?
  • Five keys to IPO readiness in a changing market
  • For today’s IPO hopefuls, now is the time to start tax planning
  • Conclusion

CBIZ sat down with Dharti Patel, Chief Accounting Officer at Moloco, a leader in machine learning and growth solutions for performance marketers, to discuss her previous IPO experience and what companies considering one today should keep in mind.



Copyright © 2023, CBIZ, Inc. All rights reserved. Contents of this publication may not be reproduced without the express written consent of CBIZ. This publication is distributed with the understanding that CBIZ is not rendering legal, accounting or other professional advice. The reader is advised to contact a tax professional prior to taking any action based upon this information. CBIZ assumes no liability whatsoever in connection with the use of this information and assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.

CBIZ MHM is the brand name for CBIZ MHM, LLC, a national professional services company providing tax, financial advisory and consulting services to individuals, tax-exempt organizations and a wide range of publicly-traded and privately-held companies. CBIZ MHM, LLC is a fully owned subsidiary of CBIZ, Inc. (NYSE: CBZ).

Your Guide To IPO Readinesshttps://www.cbiz.com/Portals/0/Images/Hero-2022YearEndTaxPlanning.jpg?ver=V-tfC_LqOm2XosFo-6OzUA%3d%3dhttps://www.cbiz.com/Portals/0/Images/Thumbnail-2022YearEndTaxPlanning.jpg?ver=kUYArvZMR3EDMJPGznoe7Q%3d%3dThe IPO market has hit a relative standstill after frothy valuations, easy money and investor enthusiasm drove a record-setting 2021.2023-01-26T18:00:00-05:00

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

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