Pre-IPO/IPO Advisory

Winsome CPA has significant experience assisting private companies navigate the challenges of planning for an IPO, whether the goal is to be acquired, form a strategic partnership, or go public. We work closely with our clients in every step of the process, combing through the details to mitigate potential risk and anticipate investor behavior. Let us help your business take the next step.

Our services include:

  • Pre-IPO assessment
  • Pre-IPO planning
  • Business plan review
  • Organizing and facilitating investor roadshows
  • Introduction to investment bankers and research analysts
  • Underwriter selection advisory
  • Transaction structuring and pricing
  • Post IPO strategy and advice