Going public
Make room for a well-planned audit.
Bring the audit conversation into your transaction planning early. We work with your finance team and coordinate with advisers on the financial-reporting aspects of the proposed engagement.
The first conversation
Start with the facts. Then build the scope.
Be ready to discuss the legal entities, proposed transaction, reporting framework, historical financial statements and intended dates. Engagement acceptance and the required work depend on those details.
Useful information to have ready
- Company and legal-entity structure
- Transaction and filing plans
- Periods requiring audit or review
- Prior auditor and financial-statement history
- Accounting records and close status
- Key financing and equity arrangements
Discuss document-transfer arrangements with our team before sending sensitive records.
Your next filing starts with a clear conversation.
Tell us about your company, reporting requirements and intended timeline. We’ll discuss whether our firm is the right fit.