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How does IPO work?

An Initial Public Offering (IPO) is a process under which a company sells its share to the public. The offered price for which the shares had been issued had been determined by the lead underwriter. 

The lead underwriter acts to gather and assemble shares from the primary market that consists of brokers, investment bankers, and dealers. And then dish out such shares to individual and institutional investors. It provides an additional benefit to investors i.e. they can invest early in the companies they believe in.

Our Act To Aid you The Smooth IPO Support

To ensure providing ultimate initial Public Offering (IPO) support, Profits View experts perform with all work ethics and dedication. As IPO considers legal functionalities our dedicated finance team remains to extend their service sial to deliver your finance team full support through technical accounting matters as well as Securities and Exchange Commission (SEC) filings. Once we successfully complete the IPO support, we then move to our next step i.e. assisting you in understanding and setting up all necessary systems to undertake compliances.

Services We Aid To Assure Successful IPO Entrance

Building Financial Statements And Compliance
Identifying Right Advisors
Negotiating With Advisors
Setting Up Data To Aid Due Diligence
Crafting Financial Forecasting Model
Reviewing And Performing Documentation
Accelerate Financial Statements Focusing On IPOStandards
Coordinating With Various Advisors
Creating And Managing Compliance Reporting

We Have Evolved The Process Of How Equity Is Managed

Being a successful finance company performing its service for a decade. We understand how complicated, time consuming, and expensive the IPO process is. Thus, to ease out such a process, Profits View offers its assistance to both. Public companies searching for equity management solutions. Or to the rapidly growing businesses moving through the IPO process.

To do so, we craft a unique action plan that we follow to furnish the right service to the right business. Since turning public increases legal involvement and reporting prerequisites. We perform our service to ensure state regulatory and SEC compliance under our action plans. Our whole service guidance activity considers monitoring and adherence to regulatory compliance to ensure success in IPO support deliverance.

Why Companies Trust Profits View?

Best IPO Process Support For Better Pubic Equity Compliance

A Trustworthy Source

Since Profits View experts manage all your company’s equity transactions. Our experts manage your firm’s all sources of truth following the cap table management system whether it is for private equity administration or for the public one.

High Experience and Support

Being experienced in offering IPO support for over a decade, our IPO experts execute multiple actions like drafting and guiding on the IPO process in multiple stages. Analyzing and determining concurrent transactions which each holder expects while having IPO occurrence possibilities.

Flexible Professional Support

Being a financial service provider, we are flexible in our professional support. We can easily gel up with your organization’s internal finance team or even external service partners if there is a need or if you desire.

Preferred by Shareholders

With the help of our IPO support, all investors and employees can effortlessly manage and access their portfolios. If they are caught up with some queries they can easily connect with our experts and ask their queries to them.

Tell us, How we can help you?

(Select the solution you are looking for)

  • Budgeting and Forecasting
  • Employee Stock Incentive Plans (ESOP) Designing and Implementation
  • Cashflow and Working Capital Management
  • Financial Reporting
  • Executive Dashboard
  • Accounts Receivable management
  • IPO Support
  • M&A Support 
  • Due Diligence

We Positively Heard That…

I TRUSTED THEM AND IT CHANGED MY WHOLE PERSPECTIVE
For me filing taxation is all new, even though I tried to do it on my own I failed to understand so. Therefore I hand it over to the Profits View team. If anyone reading my comment “mark my words” these guys are just super. Profits view team was always there whenever I had concerns and questions. They have explained everything in detail with clarification and willingly take time out for me every time I asked them. They are responsible and very friendly and gave me a great overview of the taxation, I would love to continue with their team for sure.

Mahmood Tabatabaee

AJ is a great counselor person and an amazing accounting expert who is super professional and knowledgeable. He always stay patient and handled all our complicated tax issues which were daunting for me but not anymore. His knowledge in accounting services is just beyond words. I’ve taken their complete accounting services and worked with AJ for a long time. He always goes beyond my expectations. He is amazing and truly deserves more than 5 stars! I found profits view the most reliable platform for accounting needs.

Thomas Engeman

There is a big difference between someone who claims to help you in making the right strategy for your business and someone who actually nailed it! For me, Profits View is the one that nailed what it states. Their team is an ultimate wealth for me who suggest and builds up strong strategy for my business, collect the right resource as per my accounting needs and deliver the correct answers to all my questions on time. Their accurate service and timely communication help me patiently deal with every financial trouble over time. Their courtesy and resourcefulness really bond me with them. I highly recommend Profits View to every business that seeks for budgeted quality services.

Carol Lochner

ProfitsView’s team of experts is great, they handle all our financial work efficiently. Be it our company finance, compliance, or information system management they put everything in right place and ensure the smooth run of our financial work.

Their CFOs teamwork field expertise, dedication, and knowledge are highly remarkable. They efficiently help our company grow, preparing a successful financial road map and capital raising. Also, their knowledge of other subjects like due diligence, and IPO support is highly commendable. We are glad to choose Profits View as our Transactional CFO partner and their team to manage our business functions. We wish them success and all the best for their future endeavors.

Charles Feldbush

Profits View’s accounting experts have transformed my entire business, making all my business transactions go smooth. Managing business taxation and keeping up with all IRS guidelines were always stressors for me. After taking their taxation service, I found everything manageable, and easy and got enough time to focus on looking over other essential parts of the business. Truly, it has been such great relief to have such financial service experts who know what exactly is required and what and how the work should be done on time. They are truly a savior whom I can reach out to whenever I am in need.

Mary Mcbride

There is nothing to hide when it comes to filing taxes no one likes to do it. Especially when you find out you have not been filing taxes in the US for years because you don’t know the norms! I faced this situation once and I know how terrible it is.
Thanks to Profits View they saved me from that situation and made taxation process much easier. They are great advisors and their knowledge of legal tax norms is beyond excellence. I can’t imagine dealing with such a terrible situation on my own. My tax consultant is very patient, he keeps up with me throughout the whole filing process. He responded to all my questions promptly and was consistent with me to ensure whether I am filing the information right or not. What I really like is their service deliverance which is fast and straightforward. All my taxation is done under promised tenure. I recommend them to everyone.

David Robinson

FREQUENTLY ASKED QUESTIONS

To deliver better IPO support service understanding we have mentioned every possible question from the customer’s point of view. So, let’s take a look over such questions-

How would I find if there are any new issues with the help of Profits View IPO service support?

We follow an easy information deliverance process, being your IPO consulting partner if we find out any new issue we inform you through:

  • By connecting with you online through expert meet (On-demand)
  • Via Text message, email (Once you sign up for our Profits View service alerts)
  • By Calling support
  • You can also check it on your personal portal as well 

Who can get access to IPO shares?

Due to some legal requirements, the industry professionals would get restricted and due to this, they cannot participate in IPOs. In most cases, it’s the portfolio managers, directors, and executives of public companies or even the person who acts as a broker-dealer who got banned to take shares of an IPO. 

Since IPO is considered to be a risky investment and would not be appropriate for most investors. We recommend you to go through the FINRA and enquire about the *5131 and 5130* norms. You can even sign-up or consult our relationship managers to enquire and get an in-depth understanding of the IPO shares access.

Visit our IPO Support page or Sign Up (Link to sign-up page) to get more information about the IPO process and service.

How would you ensure the confidentiality of the documents?

We understand how important document confidentiality is, therefore we keep our client’s data security on our prime checklist. We always make sure our clients’ personal data remain secured using an encrypted network connection. We consider the following guidelines to assure documents confidently-

  • Sensitive file encryption 
  • Data access management 
  • Secured acquisition and disposed of client data and paper (if any) records
  • Secured practices considering passcodes, encrypted access management 
  • Confidently access to sensitive data (individual & group) on approval 

This assures us to aid unbreakable secured internal network systems to our clients. So, their data remains secure from any unknown external sources.

Make A Difference With Expert Team

Let’s Work Together

Profitsview is a provider of back-office services, including bookkeeping, controller services, and CFO services. profitsview is not a public accounting firm and does not provide services that would require a license to practice public accountancy.