Preparing for an IPO - Excellence in Financial Management

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NYIBDF14\200611\08 NOV 2000\2:08 PM\6Before and AfterLife Before IPO – “Prep”Life After IPO – “Full Disclosure”• Fulfill due diligence requirements• Develop budgeting and reporting process• Develop timely reporting of key metrics• More aggressively track revenue/profitability progress within each month/quarter• Develop clear communication method forchanges in business• Designate responsible parties insideorganization to provide appropriateinvestor relations• Investor relations– Conference calls– Press releases– SEC requirements– Ongoing discussions with investors andanalysts• Management credibility• Facilitate management responsiveness tochanging marketplace (“businessstrategy”)• Prepare investor relations personnel for thetypes of questions they will be asked andinformation they will provideMORGAN STANLEY DEAN WITTER5
Organizational MeetingIdentify IssuesNYIBDF14\200611\08 NOV 2000\2:08 PM\7• Composition of working group• Structure of offering• Time schedule and assignment of tasks• Legal considerations• Publicity• Financial and accounting mattersMORGAN STANLEY DEAN WITTER6
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Preparing for an IPO - Excellence in Financial Management

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