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Phase One: Pathways to Public – Diligence, Decisions, and Market Conditions
June 9 @ 12:00 pm – 1:00 pm EDT
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
