Ensure a Seamless IPO for your company with our IPO Readiness Services

Our pre and post-IPO services ensure that companies are ready to go public and that the necessary financial processes and reporting procedures are in place after the initial filing.

Initial Public Offering (IPO) Readiness and SEC filings

IPO Advisory Services, Guidance and Support

We understand the significance of going public and the criticality of impeccable financial processes and reporting procedures. Our comprehensive pre and post-IPO services are meticulously designed to prepare companies for their IPO journey and seamlessly implement essential financial frameworks after the initial filing. With our top-tier IPO readiness services, your company will be fully equipped to take the leap into the public market

Congruent offers a full range of IPO services to assist businesses before and after the IPO occurs. As your second service provider free of independence restrictions, we will help you prepare for this milestone, navigate through it, and make sure your organization is equipped to meet the demands of operating as a public company. 

Trust Congruent Advisory Services to:

IPO Readiness and Transition Assistance

Congruent is available to help through all stages of an IPO. The preparation time frame for companies can range from a few months to a couple of years, depending on needs. Congruent steps in and assists with this preparation. Our 4-step process ensures a smooth transition for your business.

Step 1: Review financials and highlight issues needing addressing before the IPO.

Step 2: Transition financials from privately held to publicly held PCAOB reporting requirements.

Step 3: Assist with annual and quarterly filing needs once the business has gone public.

Step 4: Assist with implementation of required technical pronouncements (US GAAP or IFRS) and regulatory compliance needs, as needed, e.g. leases, revenue recognition, debt modifications/debt extinguishment.


Q1. Are you confident your company financials will stand up to the IPO review process?

We will make sure your business is ready for public scrutiny. We recognize the rigor involved in public company reporting and ensure that you are supported through the IPO preparation and readiness process.

Q2. Do your financials reflect the technical requirements related to public filings with the SEC, as well as national and international exchanges?

Trust us to document your technical accounting issues (US GAAP and IFRS), upgrade your disclosures and assist you with audit support services and financial information required for the offering documents.

Q3. Does your team know how to prepare financial statements for annual and quarterly SEC reporting?

We can help train your staff and establish reporting procedures for timely filings and SEC compliance.

What Clients are Saying


Arthur G

Owner, Waste Company

We initially hired Congruent Advisory (Tejal) as an Interim CFO to help us strengthen our accounting processes and financial reporting function. Very early on we noted Tejal’s focus on understanding our business and putting into place processes that increased communication and collaboration between Operations and Accounting departments resulting in a more streamlined monthly close process. Tejal focused on building trust and capabilities in the accounting team. She helped the accounting team strengthen their analytical and communication skills helping inter-departmental cohesion and a more informed decision-making process. Tejal is an authentic and empowering leader focused on developing and strengthening the capabilities of the teams she works with. Tejal would be a great asset to any company as an interim CFO or to a company that wants to build a strong accounting and finance processes. Most certainly, she proved to be one of the best investments we have ever made!

Rudolph G.

Owner, Waste Co, CO

We retained Congruent Advisory (Tejal) as a sell side M&A consultant. Tejal helped us steer our financial, legal, and operations due diligence process. She was integral to helping the buyer gain comfort on all aspects of the due diligence. Tejal helped us navigate the transaction process in a collaborative manner. Of particular note was her ability to drive the transaction process to fruition in a challenged timeline (approx. 4 months). We unhesitatingly recommend Congruent as an M&A consultant. Congruent would be a key asset to any seller company looking for assistance with their transaction. Our family is forever grateful that Tejal joined our company and lifted our team to a higher level - I give her a five-star rating!

Brenton S.

President , Biotechnology Company, TX

Congruent Advisory (Tejal) worked as a fractional CFO for us for about 2 years. She focused on understanding our business needs of our maturing company and helped improve the quality of data and communication between finance and operations. Tejal provided actionable insight and support on various aspects of our company, such as ERP selection and implementation, audit facilitation, as well as documentation of technical accounting pronouncements and their implementation. Tejal helped guide us on our strategic choice of auditors, as we planned for continued growth of our company. Overall, she helped drive solutions as the company transitioned to a permanent CFO. I highly recommend Tejal. She would be a valuable asset to any company in a growth mode.

Let’s Get Your Business Ready for Its Public Debut

An IPO is an important step in your business growth. Congruent Advisory Services will ensure that step is executed with success. Contact us to discuss your needs today.

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