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Corviniti/Services/IPO Readiness

Services / Capital Markets / IPO Readiness

IPO Readiness

A scoped path from private-company books to a public listing. We prepare the financial statements, technical accounting, and controls that the SEC, auditors, and underwriters will test.

Or email info@corviniti.com · book a 30-minute call

Readiness Assessment

A full gap analysis of your finance function across six pillars, with a sequenced remediation roadmap.

Technical Accounting

Revenue, equity, stock compensation, and tax provision work resolved before auditors find it.

S-1 Through Listing

Financial statements, MD&A, comfort letter support, and auditor coordination to filing day.

100+
Successful transactions completed
20+
Years of experience
$5–50m
Average size of transaction
$20–200m
Average market cap of clients across tech, manufacturing & services
Why Corviniti for IPO Readiness

Built to take you public

Going public transforms finance, governance, systems, and disclosure over 12 to 24 months. Three audiences judge the result: the SEC evaluates disclosure completeness through comment letters on the S-1, investors scrutinize reporting quality and governance, and underwriters assess whether management can sustain the quarterly reporting cycle.

Our team has audited public companies under PCAOB standards. We prepare your financials for what auditors test, and clear issues before they become restatements. The technical judgment areas, revenue recognition, equity versus debt, business combinations, and supporting valuations, drive most SEC comments and restatements, so we resolve them first.

The accounting and reporting readiness work is nearly identical whether you choose a traditional IPO, a SPAC merger, or a direct listing. We scope the engagement to your path, your timeline, and your gaps.

What an IPO readiness engagement covers

Readiness assessment & gap analysisScoring across financial reporting, controls, governance, legal, people, and systems.
Remediation roadmapA sequenced plan that closes gaps in the order auditors and the SEC will test them.
Financial close & support schedulesAudit-ready close packages and the schedules PCAOB auditors request.
Revenue recognition (ASC 606)Documented policies, contract reviews, and the memos that support your revenue line.
Equity, debt & complex instrumentsConvertible notes, SAFEs, warrants, and preferred stock classified and measured correctly.
Stock comp, cheap stock & valuationsASC 718 accounting and the 409A support the SEC examines on every pre-IPO grant.
Income tax provision (ASC 740)Provision preparation and the deferred tax positions public filings require.
Internal controls & SOX readinessA documented COSO control environment scaled to your stage and listing timeline.
Financial statements, footnotes & MD&AS-1 financial statements built to Regulation S-X, with footnotes and MD&A drafted for review.
Audit readiness & auditor bridgeWe prepare what auditors test, manage the request list, and clear issues before they escalate.
Interim & quarterly financialsStub periods, quarterly columns, and the cadence you will live with after listing.
S-1 filing & comfort letter supportCircle-ups, tie-outs, and coordination through pricing.

Scope Your Project

Free Assessment

How ready are you? Get your IPO Readiness Score™

37 questions across 9 readiness dimensions. Weighted scoring and an instant gap analysis, built by the team that runs the engagements.

Take the Assessment
Engagement Timeline

An example sixteen-week timeline

Corviniti IPO readiness Gantt timeline showing three phases across sixteen weeks, from kickoff and gap analysis through S-1 filing and comfort letter support
Illustrative example. Most engagements run two to six months, and can take longer depending on company size and complexity.
Why Choose Us?

Big 4 expertise,
boutique agility

Corviniti provides accounting and advisory services with the technical depth of a Big 4 practice and the responsiveness of a dedicated boutique. We bring senior-level attention to every engagement and stay involved until the work is complete.

Get In Touch

Startups and US capital markets are our focus

From growth-stage companies preparing for their first capital raise to established companies navigating complex public market transactions, Corviniti provides the accounting and advisory support that capital markets activity requires.

  • Startup and Fundraising Focused (including Venture Capital)
  • Built for Capital Markets (including IPO and SPAC transactions)
  • Boutique Attention
  • Big Four Experience
  • Transaction Deadline Oriented
Contact Us

Contact Us to Learn More

Call: (347) 472-1115
Email: info@corviniti.com

The best way to get started is to complete the form below. Tell us a bit about your business and we will advise on how best to get started.

We will get back to you within 24 hours.

Ro Sokhi, CPA
Ro Sokhi, CPA
Founder · Big Four trained · 20+ years

We will get back to you within 24 hours.

Frequently Asked Questions

What does a readiness engagement involve?

A full gap analysis of your finance function, then a remediation roadmap. We prepare the financial statements, footnotes, and technical accounting memos, plus the S-1 sections, Regulation S-X tables, and MD&A.

What are the most difficult parts of IPO readiness?

The technical judgment areas: revenue recognition, equity versus debt, business combinations, and supporting valuations. These drive most SEC comments and restatements, so we resolve them first.

How many years of financials do we need?

Usually two years of audited financials, sometimes three. Most first-time issuers qualify as emerging growth companies and can file two years instead of three. The opening balance sheet is always audited, so historical equity, goodwill, and other balance-sheet items are examined too.

How does this work with our external auditor?

We bridge your team and the auditors, preparing the workpapers, schedules, and memos they test and managing their request list. Independence rules keep the roles separate; we sit on your side.

Do you support foreign private issuers?

Yes. We regularly work with foreign private issuers entering the US markets, handling IFRS financial statements, IFRS-to-US GAAP reconciliations where required, and Form F-1 or F-4 registration statements.

How long does it take, and what does it cost?

Most projects run two to six months, longer for larger or more complex companies. Fees are fixed to a pre-defined scope: simpler projects start around $50,000, larger ones significantly more.

When do we need to be SOX-compliant?

Full 404(b) attestation usually has a grace period after listing, but you need a reliable control environment from day one. We design and document a control framework that fits your stage.

How do we get started, and how quickly?

Four steps: a discovery and scoping call, a statement of work with deliverables and fees, secure read-only data-room access, and kickoff. We typically mobilize within a few business days of signing.