Special project SERVICE
IPO Readiness
We advise organizations on anticipated changes that come with the initial public offering (IPO) market entry as well as post-IPO compliance by building controls and processes from the ground up.
When a material weakness hit the wallet.
A tech-based healthcare payer in NYC was struggling to remediate the material weaknesses (MW) in their IT general controls, jeopardizing customer data as well as their stock value after an IPO.
Readiness Assessment
Pre-IPO
Get ready for the big stage. Perform readiness assessments, control design, and customize implementation plans.
Post-IPO
Assist in the implementation of controls, performance of internal assessments, and design and performance of ongoing monitoring activities to avoid costly material weaknesses and significant deficiencies.
External Audit Support
Select and manage external auditors throughout their engagement with the organization and the Board of Directors to reduce friction and ensure success.
Policies
Draft and implement clear, effective policies that support compliance and operations.
A longtime partner and advisor.
I've collaborated with Dorina for more than a decade, first as colleagues at athenahealth. Dorina and her AdviseUp team are now supporting my current organization in addressing specific compliance challenges.
Their true superpower has been in advising executive leadership and board members—while working hands-on to build our remediation programs.
Geeta Bihari, VP of Engineering
IPO Governance Playbook
Deciding to pursue Initial Public Offerings (IPOs) can be the biggest decision a company will make and it does not come without its fair share of obligations and risk.
