IPO readiness assistance with financial reporting (Form S-4)
Industry
Financial Services
Revenue
$350M
Situation
- Executing a merger with a SPAC for purposes of an IPO
- Needed IPO readiness assistance with financial reporting (Form S-4)
- Required audit readiness
- Slow financial statement close process and no automated consolidation
- Numerous complex technical accounting issues
- Needed internal control process documentation
- New ERP system was needed to support infrastructure of public company
Results
- Prepared financial statements and schedules for the Form S-4
- Successful and timely issuance of audit
- Automated stock-based compensation, consolidation, and footnote schedules
- Successfully prepared all technical memos
- Developed internal control documentation
- Implemented Workiva for SEC filings
- Provide outsourced SEC reporting
