IPO Assist: Supporting your IPO Journey Support when and where you need it: Executing an IPO places considerable demands on a company’s resources. Deloitte’s Capital Markets Group can help you complete a successful IPO. Assistance when you need it on the IPO Journey When you decide to go public, it is important to get the IPO Journey right first time. Handled correctly, a successful IPO will be both hugely exciting and a landmark achievement. However, the IPO Journey is a complex and time consuming process that can put significant pressure on your resources and distract from the day to day running of the business. As such, it is vital that your company and your senior people receive the very best support and advice in order to navigate the IPO Journey and present your best possible face to the market. How we can help? We work as an integrated part of your team to provide you with the right level of assistance to complement your existing skills and resources. This support can range from seconding staff to support your team, to being an independent advisor standing alongside, with access to all of Deloitte’s experts whenever you require. Our support will enable the CFO and your IPO Team to focus on the essentials – such as developing the strategy as a listed company and communicating the value of the business – as well as maintaining the day to day focus on running the business. We never forget that it is your IPO and we can offer as much or as little support as you need. Nearly all companies underestimate the strain that an IPO process will put on their resources. As a result many timetables slip which can result in the opportunity being missed. IPO Assist Expert advisor Investor story Project management Listing process advice Overcoming roadblocks Staff secondment Independence Experience Delivering workstreams Expert advice Strategic thinking Support when you need it
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IPO Assist:Supporting your IPO Journey
Support when and where you need it: Executing an IPO places considerable demands on a company’s resources. Deloitte’s Capital Markets Group can help you complete a successful IPO.
Assistance when you need it on the IPO JourneyWhen you decide to go public, it is important to get the IPO Journey right first time. Handled correctly, a successful IPO will be both hugely exciting and a landmark achievement.
However, the IPO Journey is a complex and time consuming process that can put significant pressure on your resources and distract from the day to day running of the business.
As such, it is vital that your company and your senior people receive the very best support and advice in order to navigate the IPO Journey and present your best possible face to the market.
How we can help?We work as an integrated part of your team to provide you with the right level of assistance to complement your existing skills and resources.
This support can range from seconding staff to support your team, to being an independent advisor standing alongside, with access to all of Deloitte’s experts whenever you require.
Our support will enable the CFO and your IPO Team to focus on the essentials – such as developing the strategy as a listed company and communicating the value of the business – as well as maintaining the day to day focus on running the business.
We never forget that it is your IPO and we can offer as much or as little support as you need.
Nearly all companies underestimate the strain that an IPO process will put on their resources. As a result many timetables slip which can result in the opportunity being missed.
IPOAssist
Expert advisor
Investor story
Projectmanagement
Listing process advice
Overcomingroadblocks
Staff secondment
Independence
Experience
Deliveringworkstreams
Expertadvice
Strategic thinking
Support whenyou need it
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IPO Assist
Project management and support
• We act as an independent and experienced sounding board throughout the process.
• Provide access to the full depth and breadth of Deloitte’s knowledge and expertise to help you deal with the unexpected.
• Project management support including coordination of all deliverables.
• Develop and execute a strategy for provision of timely high quality business information.
• Help you prioritise key workstreams and manage your resource accordingly.
Forecasting
• We can provide diagnostics on any existing budgeting and forecast model with advice on potential improvements.
• If required, develop a robust integrated forecast model to support the directors working capital statement as part of the IPO.
Prospectus drafting
• Assist in the preparation and drafting of the prospectus, defining a clear attractive IPO story whilst complying with all regulatory requirements.
• Minimise iterations and comments through quality first time drafting.
• Assist with resolution of comments.• Provide input into drafting presentations.
Deloitte CFO programme
• Deloitte has a unique mentoring programme to potential and current listed company CFOs, led by senior partners who were former Main Market FDs and CFOs.
• Our programme focuses on nurturing the ‘Four Faces of a CFO’:
– Execution challenges – Behaviours to achieve objectives.
– Performance challenges – Financial leadership to determine strategic direction and financial strategies.
– Control challenges – Protect and preserve the assets of the organisation.
– Efficiency challenges – Balance capabilities, costs and service levels.
A unique one stop shop proposition
Ongoing expert advice Project management
Prospectus support Model building
CFO mentoring Tax optimisation
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Some of the areas we can assist you with
IPO Assist and why Deloitte?
Our experience shows that recent successful IPOs of scale
have involved an independent IPO Assist adviser to help the company
meet timetable demands.
Your Reporting Accountant will not be able to assist you in areas impacting their
independence.
We have a wealth of IPO experience and understand your issues and the demands of the
market and investors.
We have specialised in-house listings rules experts to anticipate, simplify and work through the most
complicated technical matters.
IPO Assist: Supporting your IPO Journey 3
Deloitte can assist you with the support and advice you need throughout the complex journey to IPO.
• Helping ensure your processes are appropriate for a listed company.
• We can complete a FRP diagnostic review to identify weaknesses.
• Design specific controls to address identified deficiencies and assist in compiling remediation plans.
• Prepare detailed FRP documents and board papers to support the directors’ FRP declaration.
• Provide advice on corporate governance matters including Board composition.
Historical Financial Information (HFI)
• Advice on listing rules requirements.• Where IFRS conversion is required, analyse GAAP
differences and highlight areas of risk and complexity.• Benchmarking of accounting policies with industry
peers.• Briefing on the post float reporting requirements.• Advise on complex accounting matters including
acquisitions, disposals, carve-outs and combination accounting.
Taxation
• Advise on appropriate vehicles for listing.• Implement a pre-IPO reorganisation plan.• Assist in preparation of necessary tax information
including GAAP restatements.• Remodel future tax charged for inclusion in working
capital model.• Design executive remuneration strategies.• Implement pre IPO share schemes for management
and employees.
Listings rules expertise
• Deloitte’s Capital Markets team includes people who have worked at the UKLA.
• As well as unparalleled advice on rule requirements, we can advise early in the process about eligibility and provide clear action plans on how to comply.
A unique one stop shop proposition
Project management Secondment of staff
Model building Listings rules compliance
Tax optimisation FRP documentation
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Some of the areas we can assist you with
Flexible support throughout the IPO Journey
We act as an independent and experienced sounding board throughout the IPO Journey.
We can provide resource on a short term or daily basis or simply advise you as and when you need our help.
We can react quickly, providing resource or support on short notice where necessary.
We can mentor the CFO on what to expect and how to best prioritise time and effort.
We will continue to work with you post-IPO, to help you adjust to the demands of being a public company.
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Deloitte provides audit, tax, consulting, and financial advisory services to public and private clients spanning multiple industries. With a globally connected network of member firms in more than 150 countries, Deloitte brings world class capabilities and deep local expertise to help clients succeed wherever they operate. Deloitte has in the region of 200,000 professionals, all committed to becoming the standard of excellence.
Deloitte’s professionals are unified by a collaborative culture that fosters integrity, outstanding value to markets and clients, commitment to each other, and strength from diversity. They enjoy an environment of continuous learning, challenging experiences, and enriching career opportunities. Deloitte’s professionals are dedicated to strengthening corporate responsibility, building public trust, and making a positive impact in their communities.
How Deloitte can assist you with your IPO JourneyWorking alongside you and the Reporting Accountant, the Deloitte Assist Team will bring a wealth of experience to your listing. We can be on call for when you need expert and independent advice, provide secondment personnel, undertake the project management role or assist you with particular work streams as necessary. Our dedicated resource can free up your people to undertake their usual roles and only focus on key company deliverables. Our role can be as extensive as your require. We are likely to have experienced any issues or complications you come across and can advise you of the best way forward. We know what all the other advisors are looking for and can ensure your efforts are focussed on providing them with what they need first time. Many IPOs are delayed or fail because a company underestimates the amount of work required. We can help you undertake an efficient and professional IPO process, our people being singularly focussed on achieving a smooth transaction.
