Capital Markets Entry (IPO)

Entering the capital markets represents a significant milestone in a company’s development. It enables companies to raise capital for further growth, strengthen their credibility in the market, diversify their sources of financing and professionalise corporate management. At the same time, however, it brings increased requirements for transparency, reporting, governance and investor communication.


IPO projects require an integrated approach combining transaction, financial, accounting, tax and regulatory expertise.




At BDO, we build on multidisciplinary collaboration between specialists, transaction experience and the ability to efficiently manage complex projects requiring a high degree of coordination and data quality.

We take a comprehensive approach to preparing clients for an IPO – from the initial assessment of IPO readiness through to coordinating the execution of the offering itself. 

We combine transaction advisory, valuation, financial and accounting expertise, tax advisory and the coordination of external advisers to help clients manage the entire process efficiently and with minimal disruption to their day-to-day operations.

We also aim to establish a solid foundation for the company to operate successfully in the public markets and maintain effective long-term communication with investors.

How We Help Our Clients
We support companies throughout their IPO preparation, from strategic assessment through finance, governance and valuation to the coordination of the entire process.
IPO Readiness and Strategic Assessment
Financial Readiness and Reporting
Valuation and Equity Story
Governance and Internal Control Environment
IPO Process and Adviser Coordination

IPO Readiness and Strategic Assessment

We help management teams and shareholders assess whether an IPO is an appropriate financing option and which type of market best meets the company’s needs. We assess the company’s readiness from the perspective of finance, governance, reporting, processes and investor expectations, and provide recommendations on the next steps, including an IPO roadmap.

Financial Readiness and Reporting

We support companies in establishing high-quality financial reporting, planning, forecasting and KPIs to meet the requirements of investors, auditors and the capital markets. We help improve the quality of financial data, transparency of results and readiness for regular investor reporting.

Valuation and Equity Story

We help clients develop a company valuation framework and prepare supporting materials for communicating the valuation to investors. Our services also include developing the investment proposition (“equity story”), defining key growth drivers and supporting management in communications with investors and the capital markets.

Governance and Internal Control Environment

We prepare companies to operate as publicly traded businesses. We help establish governance structures, decision-making authority, internal control mechanisms, approval processes and management responsibilities to ensure the company meets both regulatory and investor requirements.

IPO Process and Adviser Coordination

We coordinate individual advisers and manage the entire IPO process. We help clients align the work of auditors, legal advisers, brokers, tax specialists and internal teams to ensure the entire process is managed efficiently and each stage is properly coordinated with the next.

Typical Areas of Support


We conduct a rapid assessment of the company’s IPO readiness, including an indicative valuation, risk analysis and recommendations on the most appropriate market and next steps.

We help coordinate the preparation of the prospectus, investor materials and other documentation required by regulators and the capital markets. We support clients in establishing processes for data management, ensuring consistency of information and managing communication with advisers and regulators.

We prepare management teams for communication with investors and the capital markets. This may include preparing investor decks, Q&A materials and supporting management during presentations to investors and analysts.

We help companies establish processes and policies appropriate for operating as a publicly traded company, including regular reporting, disclosure requirements and internal control mechanisms.

When Is This Service Most Relevant?


when considering an IPO or a listing on the START Market

when seeking to raise capital to support the company’s further growth

when preparing the company for the entry of an investor or opening up its ownership structure

when seeking to improve transparency, reporting and governance

when establishing processes required for operating as a publicly traded company

when coordinating a complex IPO project across advisers and internal teams

Main contact persons

Kamil Vaniš

Kamil Vaniš

Partner | Strategy & Deal Advisory
View bio