Introduction

This training program, designed by Global Horizon Training Center, provides a comprehensive roadmap for organizations preparing to go public through an Initial Public Offering (IPO). Transitioning into a publicly listed company is one of the most complex and transformative milestones in a company’s life cycle. It requires not only strong financial performance but also robust governance, compliance, reporting systems, and investor readiness.

The IPO Readiness Course equips participants with the financial, strategic, legal, and operational knowledge necessary to navigate the IPO process successfully. Through practical case studies, expert insights, and structured workshops, participants will learn how to evaluate their organization’s readiness, address regulatory requirements, engage stakeholders, and manage post-IPO obligations.

Objectives

By the end of this program, participants will be able to:

• Understand the IPO process, stages, and strategic considerations.

• Evaluate organizational readiness across financial, legal, and operational dimensions.

• Strengthen governance frameworks and internal controls in line with public company standards.

• Prepare accurate and transparent financial reporting in compliance with IFRS/GAAP.

• Build a compelling equity story to attract and retain investors.

• Develop effective investor relations and communication strategies.

• Anticipate post-IPO responsibilities including disclosures, compliance, and shareholder management.

Course Methodology

The course uses a highly interactive approach, including:

• Expert-led presentations on IPO processes and global best practices.

• Case studies from successful and unsuccessful IPOs.

• Group discussions and scenario-based exercises.

• Practical workshops on valuation, prospectus drafting, and governance.

• Role-play of investor roadshows and board-level decision making.

Organizational Impact

Organizations enrolling staff in this course will benefit from:

• Improved readiness for IPO execution and reduced risks of regulatory delays.

• Enhanced governance, transparency, and investor confidence.

• Stronger financial reporting systems and internal controls.

• A compelling business strategy and valuation approach for the market.

• Increased capability to manage life as a public company post-listing.

Target Audience

This program is designed for:

• C-level executives (CEOs, CFOs, COOs, CIOs).

• Board members and corporate governance professionals.

• Finance, accounting, and audit leaders.

• Legal, compliance, and regulatory affairs professionals.

• Investor relations and corporate communications teams.

• Strategy and business development managers.

 Outline

Day 1: IPO Fundamentals and Strategic Considerations

• Introduction to IPOs: definition, benefits, and challenges.

• IPO vs. alternative financing (private equity, debt, direct listings).

• Strategic drivers for going public.

• IPO process timeline and key milestones.

• Case studies: successful and failed IPOs.

Day 2: Financial Readiness and Reporting Standards

• Financial reporting requirements (IFRS/GAAP).

• Preparing audited financial statements.

• Financial restructuring before IPO.

• Key financial ratios and performance metrics for investors.

• Workshop: Evaluating financial readiness checklists.

Day 3: Legal, Regulatory, and Governance Readiness

• Role of regulators and stock exchanges.

• Securities laws, disclosure obligations, and listing rules.

• Governance structures and board responsibilities.

• Internal controls and risk management frameworks.

• Legal due diligence and compliance practices.

Day 4: Valuation, Prospectus, and Investor Relations

• Company valuation methods (DCF, comparables, precedent transactions).

• Drafting the IPO prospectus and disclosures.

• Building an equity story to attract investors.

• Preparing for investor roadshows and Q&A sessions.

• Practical exercise: Mock investor presentation.

Day 5: Post-IPO Life and Long-Term Success

• Life as a public company: new responsibilities and challenges.

• Ongoing disclosure, reporting, and compliance obligations.

• Managing shareholder expectations and investor relations post-listing.

• Enhancing corporate strategy for long-term growth.

• Final workshop: IPO readiness assessment and action plan.