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PRE-IPO PREPARATIONS

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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PRE-IPO PREPARATIONS

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  1. PRE-IPO PREPARATIONS Getting Your Company Investor Ready Presented by Tony Arias, CGA

  2. CaveatsIt is a process not an overnight event

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

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

  5. 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

  6. 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

  7. 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

  8. 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

  9. Capital Market Assessment Pre-IPO Checklist

  10. Set up the IPO Team Pre-IPO Checklist • Underwriter • Securities lawyer • Auditors • Investor relations • Management – CEO/CFO/IR • Define target deadlines by player

  11. Typical IPO LifecyclePre-IPO Checklist

  12. Pre-IPO Checklist Questions & Discussions

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