Guide to Going Public
The EY IPO readiness assessment workshop
can include up to eight modules tailored to
your specific needs.
Strategy
IPO venue and
exchange
Equity story
Issue concept
Structures
▸ Issuing company
▸ Group structure
Governance and
legal
What is the scope and process of
the EY IPO readiness assessment?
Timeline
IPO timeline and
regulatory approval
Have a Plan B
► Project management
and resources
Leadership
C-suite
Board of directors
Remuneration and
HR
EY IPO
readiness
assessment
and program
management
Functions
▸ Investor relations
▸ Compliance officer
Committees
Taxes
Company level
▸ Shareholder level
Transaction level
Financial and ESG
External reporting
▸ Business plan and
forecasting
ESG disclosure
► Prospectus
Systems
Internal controls and
audit
▸ Enterprise risks
▸ Compliance and IT
The EY IPO readiness assessment is a three-step process and
typically starts with the EY IPO readiness assessment workshop.
The assessment covers all areas specific to the IPO case: strategy,
structures, taxes, financials, internal systems, functions,
leadership and the planned timeline. EY teams work hand in hand
with you to identify and discuss any gaps that need closing on
your IPO value journey. EY teams also discuss strategic funding
considerations, and develop an initial target structure and IPO
base case in line with your objectives. The EY IPO readiness
assessment can include up to eight modules tailored to your
specific needs.
As a second step, we compare the target structure with the
current state to reveal any gaps. We analyze these in greater
detail in individual follow-up workshops, and clarify the time,
content and resources required to close them. These results are
then used to develop the plan for the work leading up to the
multitrack option or IPO.
Finally, the EY IPO readiness result report defines the strategy
that lays the foundation for further discussions and multitrack
readiness checkpoints. It presents the gaps between your current
status and IPO target-ready status, and recommends work
streams and a road map. It also estimates timelines and
resources required to fill the gaps, and achieve IPO readiness.
The EY integrated assessment and program management of IPO readiness.
15 | Guide to going public
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