Centri Consulting
Contact
Contact
Services / IPO & Capital Markets Readiness

IPO & Capital Market Readiness

Secure your financial future by leveraging our cross-industry expertise to handle the intricate tax, valuation, and reporting challenges of your IPO or SPAC transaction with complete accuracy.

Contact Our Experts

IPO Services and Advisory Consulting That Set You Up for Success

Are you looking to go public or considering a capital market transaction? If you are, it is time to start planning. Navigating public markets and the IPO process can be time-consuming and expensive, and there is no guarantee you will generate the return you are expecting. The process of becoming a public company involves a variety of complex technical accounting, financial reporting, tax, and valuation tasks that must be handled with complete accuracy and filed by certain deadlines.

At Centri, we understand the intricate challenges faced by private companies. Regardless of whether you enter the public markets through a traditional IPO or a special purpose acquisition company (SPAC) transaction, we will help you mitigate the associated accounting and finance risks so you can handle any complications that come your way. We combine our cross-industry knowledge and expertise to advise and support you every step of the way, whether you need IPO preparation services or are preparing for life as a public company.

Notable Capital Markets Transactions

Our team of advisory experts is here to work with your management team, attorneys, and bankers to document the entire IPO process and its impact on your accounting practices.

Meet Our IPO & Capital Markets Readiness Team

Centri’s team of experts is ready to help you with your IPO & Capital Markets Readiness needs. You can learn more about our specialists on the One Team page.

Christopher Mora

Chief Revenue Officer & Partner

Capital Markets Practice Leader

Derek Kearns

Partner

SEC, Financial Reporting & SPAC Practice Leader

We provide the following services:

Planning for Your Transaction
  • Comprehensive project management, share best practices, and strategies
  • Providing audit support as you step up to PCAOB-compliant audits
  • Valuations, including 409A analyses, cheap stock, deferred compensation expense calculations, and other fair value considerations
  • Assistance with the conversion in accounting standards used for financial reporting (e.g., statutory reporting to U.S. GAAP, U.S. GAAP to IFRS)
  • Assistance with preparation of compliant interim information
  • Preparing technical accounting memorandums, including earnings per share considerations and segment-/entity-wide disclosures
  • Guiding you through any required organization or process adjustments
  • Perform a tax readiness assessment to identify any potential tax issues and uncertain tax positions and develop a plan to mitigate those issues.
  • Determine any pre-IPO structuring that should be done to optimize your tax structure.
  • Perform an analysis under Sections 382/383 to determine any limitations on the ability to utilize tax attributes pre- and post-IPO. This will also assess the need for valuation allowances on your financial statements.
Filing Your Registration Statement
  • Compiling due diligence documents for your working group
  • Drafting the registration statement and assisting with MD&A, pro-forma, and selected financial data
  • Preparing Regulation S-X-compliant financial statements and footnotes
  • Assisting with stock exchange listing requirements and associated applications for trading
  • Assistance with tax related items within the registration statements such as the accuracy of your tax basis balance sheet, which will be utilized to determine your deferred tax accounting.
Closing on Your Transaction
  • Compiling accurate and effective investor presentation decks
  • Advising on corporate structure and governance
  • Drafting responses to SEC comment letters
  • Performing a transaction cost analysis to determine costs incurred in connection with the IPO that are not deductible for tax purposes.
Support After You Are a Public Company
  • Assessing and implementing accounting and financial reporting technology
  • Establishing a plan for Sarbanes-Oxley (SOX) compliance
  • Recurring financial reporting and regulatory filings
  • Setting up a SEC reporting function
  • Internal accounting policies and procedures to reduce financial statement close time
  • Technical accounting research and position papers related to non-routine transactions
  • Calculating your quarterly tax provision under ASC740.
  • Develop and maintain a tax model that will help in planning as well as the potential need for valuation allowances against deferred tax assets in your financial statements.
  • Calculating earnings and profits (E&P) to determine the tax characterization of future corporate distributions.

One Firm, Everywhere.

Expertise has no boundaries and neither do we. Centri is available to help anywhere you are.

Philadelphia

Eight Penn Center
1628 John F Kennedy Boulevard
Suite 500
Philadelphia, PA 19103

(215) 654-6850 Directions

New York City

530 Seventh Avenue
Suite 2201
New York, NY 10018

(516) 386-5556 Directions

Raleigh

4509 Creedmoor Rd
Suite 206
Raleigh, NC 27612

(984) 308-1388 Directions

Tampa

615 Channelside Drive
Suite 207
Tampa, FL 33602

(813) 761-7676 Directions

Atlanta

1175 Peachtree St. NE
Suite 1000
Atlanta, GA 30361

(404) 282-5575 Directions

Boston

50 Milk St.
18th Floor
Boston, MA 02109

(857) 770-0388 Directions

Tysons Corner

1775 Tysons Blvd
Suite 4131
McLean, VA 22102

(571) 531-9998 Directions

Denver

One Tabor Center
1200 17th St.
Floor 26
Denver, CO 80202

(303) 216-1775 Directions

Centri Everywhere

1-855-CENTRI1

See What Our Clients Think

We’ve recently worked with Centri, using their portfolio valuation services. Not only were we very satisfied, but we look to them as a trusted value creation partner who understands our unique needs and continually provides resolutions that deliver results. Their team is professional, responsive, and knowledgeable. They always deliver high-quality valuations that meet our standards and expectations.

CFO, Entrepreneurial Private Investment Firm

Centri is more than just a service provider, they are a trusted partner for our value creation ecosystem. They understand our needs as a private equity firm, as well as the needs of our portfolio companies. They offer a comprehensive range of services, from M&A consulting, outsourced accounting, valuations, to accounting and advisory for operating our businesses. They deliver high-quality work, timely insights, and tailored solutions. We are very satisfied with their performance and partnership.

Partner, Established Growth Equity Firm

Centri did a great job. The team was very sharp and easy to work with. The process went well, and Centri as a whole, once again showed they were very professional.

CFO, Leading Pharmaceutical Company

We chose Centri because of their integrated services offering with outsourced accounting and financial reporting teams. They came in at a great quote which allowed me to avoid hiring FT staff with all that overhead. The two teams from Centri have allowed me to get back 15+ hours per month to focus on growing our business.

Vice President Finance and Operations, Rapid Growth Technology Company

Our company has been receiving outstanding custom-accounting services from the Centri team since 2017. The working relationship I have enjoyed with them has been positive and respectful. They consistently provided reliable insight and guidance; we view them as a trusted and valued business partner. Ultimately, Centri’s services have allowed me more time to focus on growing and managing our business. I would highly recommend Centri to anyone looking for an excellent accounting firm.

CEO, Rapid Growth Life Sciences Company

Very practical. Gets to the acceptable solution without “boiling the ocean”!

CFO, Well-known Global Manufacturer

I’ve worked with Centri for many years and they are my top referral for technical work, memos, guidance and projects. I highly value their work product and the relationship.

CFO, Leading Digital Assets Company

Case Studies

Centri Case Study: A Collaborative Approach to Complex Accounting

09/23/2024

Centri Case Study: A Collaborative Approach to Complex Accounting

Read More

From planning to post-IPO support, tell us about your needs and let’s build your roadmap.

We combine our cross-industry knowledge and expertise to advise and support you every step of the way.

"*" indicates required fields

Name*
Join Our Mailing List