The pattern that is yours
What we see most in this world
A small company carrying a public company close
Surviving an IPO grade close cadence without the team a public company has.
Accruals and workpapers that will not hold up
Manual, undocumented processes that a diligence team or auditor can unravel.
Financials not ready for scrutiny
Reporting that is not ready for the level of review a raise, a partnership, or a listing brings.
Milestone and program spend is unclear
Limited visibility into spend by program against the next financing.
How we help
From murky to buttoned up
We bring IPO grade rigor to the close, build accruals and workpapers that survive diligence, and give you clean, defensible financials for a partnership, a financing, or a listing.
The numbers that matter here
Where this usually lands
A drug developer preparing for diligence or a transaction often fits Exit. A company that needs a diligence resilient close and reporting fits Scale.
Signals you are ready
Trigger events
- Preparing for diligence, a partnership, or a transaction
- Approaching or past an IPO
- A board or audit committee raising the bar on the close
- A milestone payment or financing event
Why Shawn
Shawn ran a 40 plus hour accrual workpaper monthly close for a publicly traded pharmaceutical company, and learned IPO grade rigor firsthand.
Questions founders ask
Quick answers
- What does a public company standard close require?
- A fast, documented, accrual based close, with accruals and workpapers that hold up to audit and diligence even at a small company size. It is as much about discipline and documentation as it is about the numbers.
- How do you build accruals and workpapers that survive diligence?
- By replacing manual, undocumented steps with a documented, repeatable process where every accrual is supported and traceable. A diligence team or an auditor will pull threads, and undocumented judgment is where things unravel.
- Do you have public company pharma or IPO experience?
- Yes. Shawn ran the accrual workpaper monthly close for a publicly traded drug developer and brings that IPO grade discipline to clients. The cautions and the controls carry weight because they are lived, not theory.
- Can you support a transaction or partnership?
- Yes. At the Exit tier we bring in room presence and transaction support alongside your counsel, while staying clear of legal advice. We handle the financial side while your attorney handles theirs.
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The first step
See where you fit.
A short conversation about where you are and what you need. If we are a fit, we will tell you how we would help.
See If We Are a Fit (15 minutes)