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What to Know Before You Go Public 16 Steps for Success

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"What to Know Before You Go Public 16 Steps for Success"

Your clients only get one chance to take their company public - make sure they’re prepared.

This guide details the key steps your clients need to take during the process, from pre-IPO planning to post-IPO lock-up.

Inside, you’ll discover actionable insights on:

  • How to build your dream team. Select the key personnel that are right for your IPO, from your board of directors to the underwriter to your transfer agent.
  • Tips to clear regulatory hurdles. Navigate securities registration, stock splits, regulatory approval, and pricing the offering.
  • Strategies for the lock-up period: Understand how to deliver shares to shareholders per T+1, clear all transactions, and manage the public float.


Offered Free by: Equiniti
See All Resources from: Equiniti

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