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PRE-IPO PREPARATIONS. Getting Your Company Investor Ready. Caveats I t is a process not an overnight event. Pre-IPO Checklist Things to do - IPO or No IPO. Behave Like a Public Company Pre-IPO Checklist Implement Systems and Processes: .

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Getting Your Company Investor Ready

Presented by Tony Arias, CGA

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CaveatsIt is a process not an overnight event

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Pre-IPO Checklist Things to do - IPO or No IPO

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Behave Like a Public Company Pre-IPO ChecklistImplement Systems and Processes:

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Articulate a Compelling Investment Story Pre-IPO Checklist

  • Complete a realistic deliverablebusiness plan

  • Highlight management track record

  • Project sustainable growth picture

  • Highlight position of competitive strength – operating + financial compared to peers

  • Define strategic transactions – acquisitions, alliances, joint ventures

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Investor Communications – IR & PR Pre-IPO Checklist

  • Hire IR Professional – in-house/ outsourced

  • Start publishing quarterly and annual financial reports

  • Implement outreach efforts:

    • Press releases/ media coverage

    • Web site

    • Trade publications

    • Trade shows

    • Advertising

    • Broker sponsored industry conferences

  • Target buy side and sell side analysts

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Road Show Preparation Pre-IPO Checklist

  • Audience – retail and institutional investors, analysts

  • Tell a compelling investment story

  • Rehearse and prepare for hard questions

  • Prepare for due diligence – detail scrutiny of business plan and operations, contracts, liabilities, risks

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Capital Market Assessment Pre-IPO Checklist

  • General stock market conditions

  • Industry market conditions

  • Frequency and size of IPOs

  • Frequency and size of IPOs in industry

  • Exchange: CNSX or TSX-V or AIM

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Capital Market Assessment Pre-IPO Checklist

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Set up the IPO Team Pre-IPO Checklist

  • Underwriter

  • Securities lawyer

  • Auditors

  • Investor relations

  • Management – CEO/CFO/IR

  • Define target deadlines by player

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Typical IPO LifecyclePre-IPO Checklist

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Pre-IPO Checklist

Questions & Discussions