A $300 million privately owned healthcare company in existence for approximately 10 years and had experienced significant growth in financial results and number of locations. They determined that to sustain their desired growth rate, outside capital was needed and that the most viable mechanism to raise that capital was to pursue a reverse merger to go public.
The company had developed robust operational reporting to manage their business, but the company had significant financial reporting and process/control gaps to meet SEC requirements:
WG Consulting provided IPO readiness consulting by supplementing the company’s financial reporting team with interim finance leadership, including a dedicated project manager to oversee the IPO process. Our team delivered GAAP financial reporting services, transitioned accounting from cash to accrual, and established SOX compliance processes.
Key initiatives included:
In less than 18 months, the company achieved:
Preparing for an IPO requires more than strong operations, it demands a finance function built for SEC standards, GAAP reporting, and audit readiness. WG Consulting provides IPO advisory, transaction readiness, and financial transformation services to help companies navigate the path to becoming public with confidence.
WG Consulting doesn’t just fix systems, we build future-ready finance functions. Whether your business is preparing for growth, funding, or transformation, we help you get there with clarity, confidence, and speed.
