IPO Readiness: Key Considerations for Going Public

IPO Readiness: Key Considerations for Going Public

From The Balancing Act Podcast with SingerLewak by The Balancing Act by SingerLewak

April 23, 2026 · 40 min

About this episode

This episode discusses the key considerations and challenges companies face when preparing for an IPO.

Taking a company public is a transformative moment—but one that comes with complex legal, tax, accounting, and regulatory challenges. In this episode of The Balancing Act , host Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, is joined by Eric Weis and David Finkelstein of SingerLewak, along with special guest Steve Stokdyk, partner at Latham & Watkins and attorney on more than 100 IPOs. Together, they break down what companies really need to know to prepare for an IPO, including: Why early planning is critical to avoiding costly tax and regulatory pitfalls How SEC scrutiny has evolved—and where regulators are still focused The importance of PCAOB audits and internal readiness Common missteps that delay IPO timelines Practical advice for CFOs and leadership teams navigating the process 🔗 SOX, Internal Audit & Risk Services: https://singerlewak.com/sox-audit-and-risk-services/ 🔗 Readiness Roadmap Series: https://singerlewak.com/the-readiness-roadmap/ 🔗 Follow us on LinkedIn for updates : ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts : ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast…

People in this episode

Host: Mike Mondelli

Guests: Eric Weis, David Finkelstein, Steve Stokdyk

Topics covered

  • IPO readiness
  • going public
  • tax challenges
  • regulatory compliance
  • internal audits
  • CFO advice

Keywords

  • IPO
  • tax planning
  • regulatory pitfalls
  • SEC scrutiny
  • PCAOB audits
  • CFO guidance
  • internal readiness

Mentioned in this episode

Organizations: SingerLewak, Latham & Watkins, SEC, PCAOB

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