Stories from the Battlefield
Dick Heddleson,
CFO
DBStar, Inc.
Preparation for IPO or Acquisition - Personally
- Be Prepared
- Travel to Customers
- Analyst Discussions
- Controller or CFO
Preparation for IPO - Departmentally
- Make Yourself Dispensable
- Closing
- Approvals
- Control
Preparation for IPO - Departmentally
- Stock Records
- Options
- Warrants
- Other Agreements
Preparation for IPO - Departmentally
- Legal Files
- Customer Contracts
- Supplier Agreements
- Employee Assignments
Preparation for IPO - the Company
- Setting the Tone
- Done at the Top
- Control of Public Statements
- The Middlemen
Preparation for IPO - the Company
- Pre-IPO Meetings
- Regular Company Meetings
- Going Public Meetings
- Options Meeting - Tax Counsel
Preparation for IPO - the Company
- Banker Selection
- Pre IPO Discussions
- Due Diligence
- Selection Process & Criteria
Drafting
- Prepare NOW
- Schedules/Deliverables
- Battle of Maneuver not Attrition
- Convenient Cooperative Printer
Chief Sales Officer
- Company and its stock are your products
- Understand both your product lines
- Understand both you customers
- How to maximize value
Post IPO
- Public Statements
- Stock Watching
- External Expectations
- No Surprises
- Communications Strategy
- Release Logistics
Post IPO
- Internal Expectations
- Stock Price
- Release of Information