The Path to Going Public
Preparing to go public requires meticulous planning, guidance, and execution. CBIZ helps organizations:
- Develop SEC-compliant financial statements and disclosures.
- Implement systems and controls to meet public company standards.
- Navigate IPO processes with strategic planning and execution.
IPO Support
Explore our services designed to streamline your transition to public markets.
Confidently prepare for your IPO with CBIZ’s strategic insight, operational expertise, and end-to-end support.
Maintain confidence and compliance after going public.
Build robust systems and controls to meet public company standards.
IPO Preparation
Confidently prepare for your IPO with CBIZ’s strategic insight, operational expertise, and end-to-end support.

Going public is a transformative milestone. CBIZ supports:
- Preparation of SEC-compliant financial statements and MD&A disclosures.
- Preparation of quarterly financial statements.
- Drafting S-1 filings and addressing SEC comment letters.
- Guidance on earnings per share calculations and segment reporting.
Post-IPO Compliance
Maintain confidence and compliance after going public.

Public companies face ongoing regulatory demands. CBIZ provides:
- Quarterly and annual SEC reporting support.
- Implementation of SOX compliance frameworks.
- Comprehensive training for management and teams on public company responsibilities.
Systems & Controls
Build robust systems and controls to meet public company standards.

Effective systems and controls are critical for operational success. CBIZ delivers:
- Assessment and implementation of internal controls for SOX readiness.
- Optimization of ERP systems to align with regulatory requirements.
- Process automation to enhance accuracy and efficiency.

Solving Readiness Challenges
Becoming a public company introduces complexities that demand experience and precision. Without the right support, challenges like regulatory compliance, financial transparency, and system scalability can hinder progress.
CBIZ addresses these challenges by:
- Preparing SEC-compliant financial statements and disclosures.
- Implementing SOX frameworks and robust internal controls.
- Optimizing systems and automating processes for accuracy and efficiency.
Partnering with CBIZ helps create a smooth transition to public company status, allowing you to focus on growth and investor confidence.
Comprehensive Solutions
CBIZ’s Public Company Readiness Services include:
- SEC filings, S-1 preparation, and comment letter responses.
- Internal controls assessment and SOX compliance implementation.
- Systems optimization and ERP alignment for public company standards.
