Financial Profiles, Inc.’s Post

Nice article highlighting current investor demands from IPO candidates...and helpful personal tips for CFOs of companies wanting to go public. Three authors with relevant insights...

Today’s IPO Requires Preparation, Communication, and Profitability 💬 “An IPO isn’t just about raising capital; it’s a performance on the public stage." 🚀 With Workiva, you'll be able to streamline your #ipo process, while preparing for the public stage, by using the platform to: ✔ Prep your financial statements ✔ Draft and file your Registration Statement ✔ Be ready to operate efficiently on the first day as a public company and file in compliance with SEC rules and regulations 👀 Watch this private to public demo to learn how Workiva can revolutionize your IPO process. ▶ https://lnkd.in/gM9yyBbE #workiva #ipoprep #iporeadiness #publicready #capitalmarkets https://lnkd.in/eerTfDS5

CFOs at IPO-bound companies face a tightrope walk... When I worked on a particularly complicated IPO, the CFO was managing more than just spreadsheets. Regulatory hurdles were a challenge, but executive compensation? ↳ That was an entirely distinct entity... With market conditions changing daily, the pressure to align compensation with long-term goals intensified. Here’s an overview of what CFOs face today: ↳ At newly listed companies, CFOs average $1.2M in compensation—71% in long-term incentives (Alvarez & Marsal). ↳ CEOs? They hit around $2.6M, with 80% linked to performance. But important judgments lie behind these stats... How do you maintain competitiveness, meet legal requirements, and still encourage growth? My background in M&As, financial strategy, and IPOs has enabled me to assist companies in structuring packages that reward leadership while avoiding legal pitfalls. The key? ↳ Clear, data-driven initiatives that reward leadership and performance. It all comes down to finding a balance between the big picture and the details in today's market. When managing an IPO, keep the following in mind: It's about creating long-term value, not just about raising capital. #IPO #CFO #growthstrategy #mergersandacquisitions

179th Webinar on “The IPO Journey: Key Steps and Strategic Decisions” 🗓️ Friday, 05th July, 2024 🕓 4:00 PM to 6:00 PM Please click to Register for participation: https://shorturl.at/4gee3 An Initial Public Offering (IPO) represents the pivotal moment when a company offers its shares to the public for the first time. This decision, alongside the choice between listing on the Main Board or SME Board, demands strategic deliberation. The Main Board serves as the primary trading venue for larger, well-established firms with a proven track record of financial performance and significant market capitalization. It offers enhanced visibility, increased liquidity, and broader access to diverse investor bases. In contrast, the SME (Small and Medium Enterprises) Board caters specifically to smaller, and growing companies. These companies typically possess lower market capitalization and less extensive financial histories. Listing on the SME Board presents advantages such as greater operational flexibility, reduced compliance costs, and access to investors specializing in smaller capitalization entities. When evaluating between these options, companies must consider several critical factors, including their size, financial performance metrics, growth potential, specific industry dynamics, and regulatory prerequisites. A thorough assessment of the associated costs, benefits, and risks is essential to making a well-informed decision. Key Discussion Points: • IPO eligibility criteria for Main Board and SME Board • Pre-IPO readiness assessments and essential steps • Financial analysis for IPO preparation • Corporate restructuring strategies for IPOs • Importance of strong corporate governance • Due diligence protocols • Overview of IPO processes for Main Board and SME Board • Post-IPO stakeholder engagement strategies • Critical Issues involved in the IPO process Rush your queries at: [email protected] Please click to Register for participation: https://shorturl.at/4gee3

In today’s rapidly evolving business landscape, companies are increasingly considering the benefits of going public. An initial public offering (IPO) can provide capital for private companies looking to grow while providing much-needed liquidity to investors and employees. However, the IPO process can be complex and challenging as evidenced by the sharp downturn in completed listings in 2023 compared to previous years. In this article, we will dive into Roku’s highly successful IPO and Former CFO Steve Louden’s journey at the helm. With Steve as our expert guide, we summarize pragmatic and valuable lessons for leadership teams and Boards with plans to go public in the coming year(s). -> Read the full article at https://lnkd.in/gFkcuGes -> Watch Edgardo Montoya in conversation with Steve at https://lnkd.in/gk4-dqbj #KingsleyGate #IPO #initialpublicoffering #CFOs #leadership

🌟 “Reviving the IPO Market: Simplifying the Process” 🌟 🔹 Neil Pathak, a seasoned M&A expert with over 30 years of experience, has called for streamlining the IPO process to boost market activity. 📈 🔹 According to Neil, when it comes to secondary capital raisings, companies can complete the entire process in just two weeks, including preparation time. However, the IPO journey typically spans around four months. 🕒 🔹 Let’s explore ways to make IPOs more efficient and accessible! 🚀 🔹CFO 2 Grow can help with: ○ Defining the Strategy ○ Crafting the "Equity Story" ○ Managing the Complexity of the process ○ Post-IPO Considerations, including CFO Services and ongoing Company Secretarial Services Feel free to share your thoughts in the comments below! 👇 #IPO #CorporateFinance #cfo2grow #MorethanaCFO Ashurst Neil Pathak

Looking past the numbers for a successful IPO Companies pursuing initial public offerings face the reality that ensuring profitability is vital in a market where investors were burned by several unsuccessful IPOs in 2023, according to experts. A CFO also needs to prioritize a clear, compelling narrative to convey their company's vision and the benefits it can deliver for investors, experts say.

A good read for pre IPO leaders

With a lot of pressure on companies to go public when the market emerges, some key areas for executives looking to #IPO that should be considered.