Embark’s IPO Series, Part 3: Crunching the Numbers – Reporting Requirements & Issues

A detailed discussion on IPO financial statement requirements, common hiccups, and what makes reporting such a significant, imposing hurdle to clear.
There’s a reason financial statement requirements are one of the most challenging undertakings on the road to an IPO – there’s a lot to them. A LOT. But have no fear because in this third part of our IPO series, Embarkers Adam Olsen, Sarah Cage Richter, and Jana Gregory roll up their sleeves for an in-depth conversation on the who, what, where, when, and why behind IPO financial statement requirements, including:

  • Determining your financial statement requirements
  • Defining and identifying registrants and predecessor companies
  • Carve-out financial statements
  • Audit requirements
  • SEC and US GAAP requirements
  • And more!

For more information on IPO financial reporting requirements and related topics:


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