Public offerings designdataroom.co offer private companies powerful opportunities for expansion, but it also exposes them to rules and regulation they were not required to follow when they were private firms. Therefore, it is essential that companies know all the risks and challenges they may face before taking the plunge into public markets.

Whether your company is considering an IPO or not, developing an ideal-practice checklist should be the first step to ensure that you’re prepared for the process. A checklist for an IPO should cover everything from stakeholder alignment to due diligence to financial data collection and analysis. A thorough checklist helps you to identify and close gaps in your company’s current condition and where it should be prior to ringing that IPO bell.

If you’re considering going public, it’s best to consult with an accountant to ensure you’re aware of the various forms of equity compensation that could affect your tax bill, and to plan in a manner that is tax-efficient. If you’ve made an 83b) decision, you could be facing a significant increase in your taxable income when you go public. If you’re the owner of an incentive stock option (ISOs), you should plan for the possibility that you will be subject to an alternative minimum tax.

A checklist for IPOs should also contain information on the requirements for compliance with regulatory regulations that come with an IPO. This includes the Securities and Exchange Commission (SEC) rules on disclosure and registration. Your ipo checklist should include all the steps required to prepare and submit your Draft Registration Statement/S-1 and include submissions of both EDGAR files and iXBRL instances.