IPO and SPACs Deal Readiness Advisory Services  

Donald B. Applegarth, CPA
Nicholas D. Lombardo, CPA

Private companies engaging in traditional Initial Public Offerings (IPO) or Special Purpose Acquisition Company (SPAC) transactions are presented with many challenges including SEC and PCAOB compliance requirements, compiling management discussion and analysis, and adjusting to public company accounting standards and reporting requirements.

In recent years both SPAC IPOs and SPAC mergers have provided a unique alternative to traditional IPOs for private companies to enter markets and access public equity.  SPAC’s offer flexibility to traditional IPOs; however, the reporting, due diligence and compliance challenges are amplified, because SPACs expire if a deal is not consummated.  An ideal SPAC target needs to be well prepared to comply with public company accounting and reporting requirements in a short amount of time.

Schneider Downs professionals offer a variety of accounting and finance advisory services to help private companies successfully execute either a traditional IPO or SPAC transaction and can support you in the following areas to get your operating company ready.

IPO and SPAC Services

  • S-1 registration statements
  • SEC filing requirements including 10-K and 10-Q preparation
  • Segment accounting and disclosures
  • SOX Section 404 internal control
  • PCAOB audit preparation
  • Management discussion and analysis
  • Accounting policies and accounting research
  • Complex equity structures
  • FASB Topic 805 business combinations
  • International and jurisdictional impacts
  • Proxy materials
  • Tax structure and diligence procedures

About Schneider Downs Accounting Advisory Services

Through our Accounting Advisory Services, Schneider Downs offers a variety of technical accounting advisory services, as well as outsourced accounting and finance advisory services, for every type of organization from small businesses that have limited resources, to large publicly and privately held entities that require a unique perspective. Learn more about our Accounting Advisory Services.

case studies
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
our thoughts on

Dave Mitros discusses real estate tax issues with Totum Realty Advisors

Tax shareholder Dave Mitros participated in a podcast with Totum Realty Advisors to discuss real estate tax issues.

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Shad Fagerland Joins SDAdvantage Retirement Solutions

PITTSBURGH, PA—Schneider Downs, one of the top 60 public accounting, tax, and business advisory services firms in the U.S., has recently appointed

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Steve Barber Joins Real Men Wear Pink Campaign

Steve Barber, Tax Shareholder in our firm's Pittsburgh office, is representing Schneider Downs in the 2019 Real Men Wear Pink Campaign. The campaign

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Schneider Downs Announces New Shareholders

PITTSBURGH, PA-- Schneider Downs, one of the top 60 certified public accounting and business advisory firms in the United States, is pleased to announce

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Schneider Downs Announces Plans for Leadership Transition

Christopher S. McElroy to join Steven D. Thompson as Co-Managing Shareholder, Timothy J. Hammer to retire 6/30/2020 Schneider Downs, one of the nation’s

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Introducing Schneider Downs Consulting

Schnider Downs introduces new structure that consolidates more than 80 existing services into an integrated practice.

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David Murphy highlighted on Post Gazette Ask Me About

Schneider Downs' David Murphy highlighted on Post-Gazette “Ask Me About” regarding the recent ransomware attack that shut down Lincoln College.

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