KPMG, New York Stock Exchange Join Forces to Offer Roadmap for Entrepreneurs

New York-based KPMG LLP (FY16 gross revenue of $8.6 billion) has collaborated with the New York Stock Exchange and others to create, “The Entrepreneur’s Roadmap: From Concept to IPO” to help inspire and empower entrepreneurs through each stage of their journey. It addresses concerns such as global expansion into high growth markets, potential tax implications when selling your business and SEC requirements when preparing for an IPO.

“Developing a business from the startup stage is filled with challenges and securing the funding to catalyze that growth is tough without a strong value proposition,” says Brian Hughes, national PIC of private markets group and national venture capital co-leader for KPMG. “This roadmap seeks to guide company leaders at each stage of their life cycle with critical insights to help foster growth.”

“In the first half of the year, global deal-making activity has been strong and, for companies that are considering a divestiture or whole company sale, they need to properly position themselves in the marketplace,” says Phil Isom, global head of mergers and acquisitions and head of U.S. corporate finance and restructuring for KPMG. “In order to aid company leaders in positioning their enterprise for sale and maximize value, they will learn about the steps they should consider when an acquirer approaches them or when they are soliciting interest in their business.”

“As recent volatile markets have shown, companies need to have the flexibility to file an IPO when the best market conditions are present,” says Aamir Husain, national IPO readiness leader for KPMG. “The roadmap helps to prepare companies going public by addressing key issues to be resolved early, especially those that involve complex accounting rules, to allow a company to file at the most opportune moment.”

Topics explored by KPMG include:

  • Going Global in High Growth Markets
  • Getting your Pre-IPO Accounting House in Order
  • 409A Valuations and other Complex Equity Compensation Issues
  • Exiting the Business: What are the Tax Implications