IPO and Transaction Readiness
IPO and Transaction Readiness: Financial Preparation
Work performed
- Historical financial information reviews
- Reviews examine historical financial records, reconciliations and supporting schedules for transaction-related information requests.
- Audit preparedness
- Books and supporting documentation are put in order in advance of an audit.
- Financial due-diligence support
- Support with diligence requests, information flow and responses within the financial scope of the work.
- Coordination with professional advisers
- Work alongside other advisers on transaction matters, within the scope permitted to a Chartered Accountant.
Common questions
What is a historical financial information review?
An examination of past financial statements, reconciliations and supporting records to identify inconsistencies or documentation gaps before they are relied on in a transaction.
What does audit preparedness mean?
Organising schedules, reconciliations and supporting documents so that the statutory or special-purpose audit can be carried out on complete records.
Does the firm act as a merchant banker?
No. Merchant banking, securities placement and other regulated services requiring separate authorisation are outside the scope of this work.
Is listing or transaction completion assured?
No. The work concerns financial information and documentation. Listing and transaction outcomes depend on regulators, counterparties and other advisers.
Readiness work concerns financial information and supporting documentation within the scope permitted to a Chartered Accountant. It does not include merchant banking, securities placement or regulated services requiring separate authorisation. Financial projections depend on stated assumptions; no funding, investor acceptance, listing or transaction outcome is assured.
Pranay Bhansali & Co., Chartered Accountants, Bengaluru. Enquiries: contact@pbhansali.com. Last reviewed: October 2026.
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