IPO Advisory

The decision to go public through an Inital Public Offering (IPO) is one of the most critical that a business owner can face. Taking a business public is a complicated and time-consuming process that is fraught with many hurdles and pitfalls. The myriad of issues and problems that must be addressed to achieve a successful offering require the involvement of an experienced advisor. As the largest dedicated national real estate and finance consulting firm, The Schonbraun McCann Group (SMG), an FTI Company, has the breath and depth of expertise to guide you through this process.

Our services are designed to assist business owners at every step of the process.

  • Our team will assist in determining whether an IPO is the right step in the company’s development

    • We will assess whether the business is ready to operate as a public company, including reviewing the following areas:

      • Is the company’s system of internal controls sufficient given Sarbanes-Oxley requirements?
      • Is there sufficient financial information available to meet registration requirements?
      • Does the company have appropriate compensation arrangements in place with key executives and employees to retain and motivate them in the public environment?
    • Through the integration of our various other practice areas, we can supplement the company’s resources to address these and any other needs that are identified in the overall assessment.

    • If an IPO isn’t the right step our Strategy Group can help identify potential alternatives, including joint venture opportunities, strategic investors, or sale or merger opportunities
  • We will work with you to select the best underwriter for your offering based upon factors including experience with similar companies, syndication and distribution capabilities and cost.

  • We will work with you throughout the registration process, including drafting the registration statement, responding to SEC comments and drafting the required financial statements and other financial information, including the MD&A.

  • Once public, the company will be faced with additional reporting requirements, including periodic financial statement requirements and supplemental information reporting for analysts and investors.

    • Our Financial Outsourcing Practice can supplement your existing resources to assist in this area, either long-term or until the company can hire appropriate staff.

The Schonbraun McCann Consulting Group LLC and the Cornerstone Accounting Group LLP are separate entities.  The two firms work together to serve their clients’ business needs.  The Schonbraun McCann Consulting Group LLC and its wholly-owned subsidiaries are not licensed CPA firms.  The Cornerstone Accounting Group LLP is a licensed CPA firm that performs attest services.

The Schonbraun McCann Consulting Group LLC and the Cornerstone Accounting Group LLP are separate entities.  The two firms work together to serve their clients’ business needs.  The Schonbraun McCann Consulting Group LLC and its wholly-owned subsidiaries are not licensed CPA firms.  The Cornerstone Accounting Group LLP is a licensed CPA firm that performs attest services.

New York 212.840.7383 New Jersey 973.364.0400 www.smgllp.com