DHISORAADVISORY
ENTH

IPO CHECKLIST / SECTION A

Before asking “Are we IPO ready?”, ask “Is an IPO right for us?”

Section A helps owners, shareholders and executives explore purpose, intent and willingness to change before reviewing company-level readiness in Section B.

01 / PURPOSE AND OPTIONS

01How do owners and executives view an IPO today?

Use this answer to decide whether to explore further, compare options or pause.

02Can we explain what new capital would fund and the business value it could create?

Name investments, capital required, expected outcomes and success conditions.

03Have we compared IPO with other capital or partnership options?

Consider the cost of capital, control, flexibility and ongoing obligations.

02 / PUBLIC COMPANY LIFE AND CHANGE

04How prepared are we for ongoing disclosure and external scrutiny?

Consider financial reporting, material matters and investor communication.

05Is the owner ready to share decision authority, build management depth and work through systems?

Identify decisions still dependent on a single person.

03 / STARTING THE PREPARATION

06Can the business explain its revenue, profit, cash and growth drivers?

Start with actual customers, the business model and the purpose of capital.

07How aligned are principal shareholders and leaders on the purpose and consequences of listing?

Surface different expectations on control, capital and timing.

08Can we allocate people, time and budget to identify and address issues before setting an IPO date?

Perfection is not needed; someone must own the change.

DHISORA ADVISORY

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