Business Advisory

Ace Excellent Consulting works with companies throughout the IPO proceeds, ease complexity, and position parent and new companies for a successful path in the capital markets.

Ace Excellent Consulting brings a holistic, end-to-end perspective to the IPO process. Our IPO consultants help to optimize IPO proceeds while delving into every facet of an offering. IPOs are highly complex transactions that can involve numerous interlocking business, financial, and legal details. From initial rationale to post-separation technicalities, we work to advance each company's prospects and market leadership.

Our Approach to IPO Consulting

IPO don't always deliver value. Our research shows that three out of ten IPOs with more than $500 million in annual revenues fail to outperform the market in the first year; this rises to about 50% of smaller IPOs. Ace Excellent Consulting's IPO consulting services help clients navigate the demanding deal process while maximizing returns and long-term value.

Before the process starts, we help you develop the overall IPO strategy by defining the deal rationale and the right perimeter (or scope), and assessing the value potential for the company, potential investors, and existing shareholders.

We can also deploy a thorough readiness assessment, identifying any gaps and helping you close them quickly and efficiently ahead of the IPO.

We focus on creating a powerful, integrated IPO equity story to demonstrate expected value creation through a combination of growth, cost reduction, and improved cash flow. Only by shaping the right equity story can companies meet funding targets and tread a successful path in the market.

We help build a detailed, investor-proof business plan supporting the value creation story. A deeply substantiated and sufficiently ambitious plan, backed by clear proof points, provides a strong basis for investor and analyst guidance and communication.

We enable you to continue running your business without distraction and manage complexity across stakeholders, from markets and existing shareholders to employees and advisors. No matter how high your IPO launch-day proceeds may be, an offering is only as successful as the business - or businesses - you're left with after the stock exchange's closing bell rings.

Methodology

We are experienced in helping growing companies to list on the NASDAQ Exchange. Our IPO advisory work entails the following phases in getting your company ready for IPO. We will work closely with the management to determine the best time for the exercise, provide the necessary assistance and guidance through the entire process and to the extent possible, expedite the IPO preparatory work.

Phase 1 - Pre-IPO Review

Assess the company's listing feasibility
Understand shareholders listing objectives and intended use of funds
Advise on implications of going public
Review re-organise and streamline corporate and business structures
Review and assist in strengthening management team
Review and recommend improvements to financial and management information system
Provide indicative valuation based on the prevailing market conditions
Assist in developing IPO strategy and IPO planning

Phase 2 - IPO Preparation

Assist in introducing issue managers, underwriters, solicitors and other professional advisors
Assist in compilation of information required in the Prospectus
Assist in preparing financial statements and figure crunching financial results for the Prospectus
Assist the management in profiling the business to enhance the attractiveness of the company
Assist in preparing financial projections and drafting of Board Memorandum
Manage, coordinate, drive and expedite the process

Phase 3 - Execute

Finalize and gain approval of prospectus
Prepare analyst presentations and investor roadshows
Conduct investor education and roadshows/li>
Conduct book-building and pricing

Our Deliverable

US GAAP Reporting including the Preparation of SEC Form, Quarterly Announcement and Annual Financial Statement in accordance with US GAAP Financial Reporting Framework;
Converting IFRS to US GAAP and Assisting in the Calculation of Necessary Adjustments;
US GAAP Technical Accounting Memorandum on Complex and Unusual Accounting Transactions;
SOX (Sarbanes Oxley) Reporting including the setting up of COSO Framework to Address Major Elements of Internal Controls such as the Control Environment, Risk Assessment, Control Activities, Information/Communication, and Monitoring Activities to meet the requirements of 404a – Management’s Responsibility for Establishing and Maintaining Adequate Internal Control For Financial Reporting or 404b – Independent Auditor’s Responsibility for Attesting to and Reporting on Management’s Assessment of Internal Control.
Introducing and Pitching a Target Companies to Potentially Match with a Right SPACs (Special Purpose Acquisitions Companies) for Acquisition and Merger.
American National Standard Business Valuation by Certified Valuation Analyst (CVA) of National Association of Certified Valuators and Analysts (NACVA) for the purpose of Financial Reporting, Initial Public Offering (IPO), Mergers & Acquisitions (M&A) and SPACs.

Overview Timeline of IPO Process

Every Ace Excellent Consulting engagement begins with a deep exploration of your business. From there, we launch the IPO process by examining whether an IPO is in fact the best option. A private sale to another industry player, known as a trade sale, or to a private equity firm may be preferable or equally promising.

IPO planning often takes place in parallel with a carve-out process, separating the target entity from its corporate parent operationally and financially. Like IPOs themselves, carve-outs typically are large-scale, high-stakes projects involving complex activities and a multitude of details.

Once a company has decided to pursue an IPO, the real work begins. While IPOs can happen in as few as 8 months, 12 to is months is a more realistic timeline to ensure the company is well prepared for its journey as a publicly listed entity.
Our comprehensive, proven approach divides the IPO runway into three phases: Pre-IPO Review, IPO preparation and Execution—each aiming to improve the chances of a successful IPO.