Ready. Set. Go Public.

Prepare for Your IPO or SPAC Transaction with Clearview Group

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Your Partner in Public Company Readiness Preparation

Going public is a landmark event for any organization, whether that be in the form of an Initial Public Offering (IPO) or Special Purpose Acquisition Company (SPAC). With all the excitement and attention that accompanies this stage, it can be easy to underestimate the heightened compliance and regulatory burdens that are placed on public companies. 

While going public through an IPO offers a somewhat extended timeframe to move through the public company readiness process, taking the SPAC route may accelerate the timeline for certain compliance requirements such as internal controls. The Clearview team will work with your company before and after an IPO or SPAC to understand your people, processes and systems and ensure: you have the technical accounting support available to satisfy your auditors; your SOX program and systems are both technically and administratively compliant to meet the standards required by the SEC; and with an influx of capital, you have established the appropriate processes, governance structure and internal control plan to comply with SOX requirements. 

We’ll work side-by-side with your organization and coordinate efforts with your external auditor to scale the people, processes and systems that a post-public company will need to be successful, compliant and poised for future growth. 

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Accounting & Finance Consulting

  • SEC Reporting
  • Technical Accounting
  • Accounting Policy & Procedures Enhancement
  • Accounting & Finance Staff Augmentation
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Sarbanes Oxley Compliance Consulting

  • SOX Program Implementation
  • 内部控制设计评估
  • SOX Consulting Staff Augmentation
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Accounting System Consulting (Workiva Implementation Services)

  • SEC Reporting
  • Management Reporting
  • SOX/Internal Controls Solutions
  • Capital Markets/Public Company Readiness (S-1, Super 8-K, etc.)

How We Can Help

We understand that your company is under tight time constraints and may lack the technical in-house expertise to deliver on critical compliance deadlines when going public. Through our Accounting & Finance and SOX Consulting Services, Clearview Group will bolster your in-house team with technical experts to support your organization’s SEC Reporting, Technical Accounting, Corporate Accounting, SOX, Management Reporting and Tax needs – providing seamless support that can integrate with your internal team and drive a successful transition from private to public company.

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For clients that are going through the public company transition process, our experts provide methodologies to implement or enhance processes in areas that private companies do not require such as: SEC Reporting, Technical Accounting, Budget/Forecasting and SOX. These methodologies are customized to our clients’ needs based on key factors like size of the company (revenue and number of employees), industry and external auditor. Our team of subject matter experts drive the implementation and the relevant processes by leveraging our proven methodologies, then training our clients on how to maintain these processes going forward.  This approach ensures a seamless transition to internal resources and a successful post-public company environment for our clients.

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Clearview’s team of subject matter experts provide value-added technology recommendations to support your public company readiness initiatives across your core ERP/Accounting System and supporting business applications. In addition to providing those recommendations, Clearview is a certified Workiva Implementation Partner which means that we leverage the Workiva platform to simplify the complexity of the public company readiness process in the following areas: SEC Reporting, Management Reporting, SOX/Internal Controls, Policy & Procedures and Capital Markets Solutions.

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Get In Touch With Our Experts

  • Aaron Kerr | B&W Headshot

    Aaron Kerr

    Director

    Aaron leads Clearview’s Advisory Services practice and is responsible for setting the strategic objectives of the practice, enabling high performing teams, and ensuring client satisfaction. Additionally, he provides subject matter expertise in creating innovative IT audit, data analytics, cybersecurity, and compliance solutions for his clients.

    Contact Aaron
  • Kris Pratte | B&W Headshot

    Kris Pratte

    Director

    Kris Pratte is a Director in the Firm’s Advisory Services practice and co-leads the firm’s Internal Audit and Sarbanes-Oxley Compliance engagements and pursuits. Kris has more than 20 years of internal audit, risk, compliance, process improvement, Pre IPO readiness, M&A due diligence, and fraud prevention experience as a Chief Audit Executive for both public and private companies.

    Contact Kris
  • Scott Freinberg | B&W Headshot

    Scott Freinberg

    Director

    Scott Freinberg is a Director in Clearview’s Advisory Practice, with a focus on Business Transformation, Business Technology Implementations, and Risk Advisory. At Clearview, Scott has continued to service clients in the Risk Advisory space and also assisted clients to transform and automate their compliance and reporting processes through technology. Specifically, Scott has worked closely with Workiva to help clients implement and optimize use of Workiva’s platform to address SOX, Internal Audit, and ERM requirements. Scott has also worked with clients to automate and transform complex, time-consuming and high-risk business processes leveraging Workiva’s solutions.

    Contact Scott

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