Skip to main content
IPO Preparation Checklist for Private Companies

IPO Preparation Checklist for Private Companies

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
Adding to cart… The item has been added



IPO Preparation Checklist for Private Companies



COURSE FORMAT & DELIVERY DETAILS

Course Overview

The IPO Preparation Checklist for Private Companies is a comprehensive online course designed to guide private companies through the complex process of preparing for an Initial Public Offering (IPO).

Course Format

  • Self-Paced: Yes, this course is self-paced, allowing you to complete the material at your own speed and convenience.
  • Online Delivery: The course is delivered entirely online, with all materials and resources available through our dedicated learning platform.
  • Live Virtual or On-Demand: This course is on-demand, meaning you can access the content at any time. However, you will have opportunities to interact with instructors and peers through discussion forums and live Q&A sessions (optional).

Course Schedule and Access

  • Fixed Dates or Times: No, there are no fixed dates or times for this course. You can start and complete it at your own pace.
  • Typical Completion Time: The typical completion time for this course is 12-16 weeks, depending on your background and the amount of time you dedicate to the course each week.
  • Lifetime Access: Yes, you will have lifetime access to the course materials, allowing you to review and update your knowledge as needed.
  • Mobile-Friendly: Yes, our learning platform is fully mobile-friendly, ensuring you can access the course materials on any device.

Support and Resources

  • Instructor Support: You will have access to instructor support through email and discussion forums. Our instructors are experienced professionals with extensive knowledge in IPO preparation.
  • Downloadable Resources, Templates, and Toolkits: The course includes a range of downloadable resources, templates, and toolkits to help you apply the concepts and techniques learned in the course.
  • Certificate of Completion: Upon completing the course, you will receive a Certificate of Completion issued by The Art of Service, a recognized leader in professional education and certification.


EXTENSIVE & DETAILED COURSE CURRICULUM

Module 1: Introduction to IPO Preparation

  • 1.1: Overview of the IPO Process
  • 1.2: Benefits and Challenges of Going Public
  • 1.3: IPO Preparation Checklist: An Overview
  • 1.4: Understanding the Role of Key Stakeholders

Module 2: Financial Reporting and Accounting

  • 2.1: Financial Statement Preparation and Analysis
  • 2.2: Accounting Standards and Compliance
  • 2.3: Financial Reporting Requirements for IPOs
  • 2.4: Auditing and Assurance Services
  • 2.5: Internal Controls and Risk Management

Module 3: Corporate Governance and Compliance

  • 3.1: Corporate Governance Best Practices
  • 3.2: Board Composition and Responsibilities
  • 3.3: Compliance with Securities Laws and Regulations
  • 3.4: Insider Trading Policies and Procedures
  • 3.5: Whistleblower Policies and Procedures

Module 4: IPO Team Assembly and Management

  • 4.1: Assembling the IPO Team
  • 4.2: Roles and Responsibilities of IPO Team Members
  • 4.3: Managing the IPO Process
  • 4.4: Communication Strategies for IPO Success
  • 4.5: Managing Investor Expectations

Module 5: Due Diligence and Documentation

  • 5.1: Due Diligence Process and Procedures
  • 5.2: Reviewing and Preparing Corporate Documents
  • 5.3: Reviewing and Preparing Financial Documents
  • 5.4: Reviewing and Preparing Business Documents
  • 5.5: Managing the Due Diligence Process

Module 6: Registration Statement and Prospectus

  • 6.1: Overview of the Registration Statement
  • 6.2: Preparing the Registration Statement
  • 6.3: Overview of the Prospectus
  • 6.4: Preparing the Prospectus
  • 6.5: Managing the Registration Statement and Prospectus Process

Module 7: SEC Review and Comment Process

  • 7.1: Overview of the SEC Review Process
  • 7.2: Responding to SEC Comments
  • 7.3: Managing the SEC Review Process
  • 7.4: Best Practices for SEC Comment Response
  • 7.5: Strategies for Effective SEC Communication

Module 8: Roadshow Preparation and Execution

  • 8.1: Overview of the Roadshow Process
  • 8.2: Preparing for the Roadshow
  • 8.3: Executing the Roadshow
  • 8.4: Managing Investor Meetings and Presentations
  • 8.5: Strategies for Effective Roadshow Execution

Module 9: Pricing and Allocation

  • 9.1: Overview of the Pricing and Allocation Process
  • 9.2: Determining the IPO Price
  • 9.3: Allocating Shares to Investors
  • 9.4: Managing the Pricing and Allocation Process
  • 9.5: Strategies for Effective Pricing and Allocation

Module 10: Post-IPO Compliance and Governance

  • 10.1: Overview of Post-IPO Compliance Requirements
  • 10.2: Ongoing Reporting Requirements
  • 10.3: Corporate Governance Best Practices Post-IPO
  • 10.4: Managing Post-IPO Compliance and Governance
  • 10.5: Strategies for Maintaining Investor Confidence
By completing this comprehensive course, you will gain a deep understanding of the IPO preparation process and be well-equipped to navigate the complexities of going public. Upon completion, you will receive a Certificate of Completion issued by The Art of Service.

,
!