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De-Risking the Journey to Going Public
This ebook takes you through the nuanced process of going public with your company, from the preparation and planning to the actual transaction to the first trading day. Additionally, we’ve recruited experts to chime in with their advice. These experienced CFOs, lawyers, investment bankers, and consulting firms have all been there, done that — and we’ve asked them the sticky behind-the-scenes questions.
Table of contents
Brilliant ideas sometimes start on cafe napkins, come to life in garages, and eventually end up on the open market for the public to trade. How does the journey look for companies backed by venture capital, from counting pennies to sourcing millions? We’ll answer that question and many more in this powerful ebook.
The Venture Capital Journey
Key Benchmarks to Meet Before Going Public
Should You IPO? Going Public Alternatives
Understanding the Process of Going Public
Critical Pre-Going Public Checklist
Critical Hires: How to Build a Powerful Team
Narrative: How to Write Your Business Story
Choosing the Right Underwriting Partner
Due Diligence & Regulatory Filings
Secure Public D&O Insurance
Pre-Selling Company Shares
Applying for Stock Exchange Listing
Promoting the Investor Roadshow
Pricing & Closing the Deal
Going Public Alternatives
The Post-Going Public Transition
Reevaluating Various Insurance Needs
Managing Employees as a Public Company
Tax and Financial Planning
Required Regulatory Filings
About the book
With decades of combined experience, our Management Liability Team is here to address the risks you might face in your private-to public journey. Additionally, we collaborated with CFOs, lawyers, investment bankers, and consulting firms who have already seen success in going public to create this IPO Roadmap. So get this expert advice for every step of the journey by downloading your copy of the IPO Roadmap.
Contributors
Oppenheimer & Co
Founder Shield
Founder Shield
Founder Shield
Scale Underwriting
Scale Underwriting
Founder Shield
A preview of the insights from our contributors
“Gut-instinct signs are reliable some of the time. Human intuition is a powerful force, after all. However, amid the global economy’s deepening complexities, the “you’ll just know” advice is, at best, only a supporting tool. Sometimes, you don’t just know if one path is the right one merely by intuition—going public is one of those times.”
Jonathan Selby
General Manager
“It’s not only about incoming money; instead, it’s more about growth potential and history to back up your equity story.”
Kyle Jeziorski
Director of BrokingWhy read this ebook
The SEC requires up to three years of financial history by means of various statements. Although going public might seem a ways off, now is the time to plan and familiarize yourself with the complex process.
Going public can take up to 18 months from start to launch. It’s a complicated process involving several variables. As a result, most experts will tell you to start preparing two years before beginning the official process of going public.
Our parent company, Baldwin Risk Partners (BRP) Groups, Inc., went public in October of 2019. We know the ins and outs of going public because we’ve already walked our path to profitability, heard the bell ring on Wall St., and celebrated our own 3-2-1-LAUNCH!
Who is this ebook for?
Company Directors and Officers
With the open market in your sights, support and insights about the going public process are invaluable. We wrote this book with company leaders in mind, whether you’re still planning or already in over your head.
Internal Going Public Team
Very few of us enjoy navigating in the dark, especially through such a metamorphic change as going public. This guide enlightens and empowers the heavy lifters during this process, from the financial team to HR to employees with a stake in the game.
