IPO Insights & Strategy
Articles
Practical guidance on Nasdaq listing requirements, IPO costs, tax strategies, and scaling — updated for 2026 regulations.
The Ultimate Nasdaq IPO Preparation Checklist
A step-by-step checklist covering Nasdaq Capital Market requirements — including the 2026 MVUPHS increase and IPO proceeds-only rule — corporate governance, due diligence, and timeline planning.
Read →IPOHow Much Does A Nasdaq IPO Cost? A Breakdown Of Expenses
Detailed breakdown of IPO costs from adviser fees to D&O insurance to post-listing compliance — what to budget for a Nasdaq Capital Market listing in 2026.
Read →IPOPre-IPO Tax and Financial Strategies for Founders
Estate planning, QSBS exclusion (expanded under OBBBA 2025), capital gains strategies, and cross-jurisdiction tax considerations for founders preparing to go public.
Read →StrategyShould Your Business Scale Now?
A framework for evaluating whether your business is ready to scale — financial health, market opportunity, team capacity, and common pitfalls.
Read →Ready to explore listing?
A free conversation, a written verdict, then the work. No elaborate funnel.
Step 01 · Free
Discovery call
Thirty minutes, video. You talk about the business. I give you an honest initial read on whether listing is worth exploring — and which structuring approach might fit. Free.
Outcome: Clarity on whether it's worth the next step.
Book Your Free CallStep 02 · US$2,500
The IPO Path Assessment
A 30-day paid sprint. ExitPro access, a two-week deep review, a 90-minute working call, then your Listing Path Memo — 8 to 12 pages within 14 days. Fully creditable.
Outcome: A written verdict on whether you should list, and the next move spelled out.
Start the assessment →Step 03 · Continuation
Advisory mandate
If the memo points to a path, we structure the work — a 90-Day Engagement or a full mandate. Milestone-based fees. Your US$2,500 credits in full toward either, within 60 days.
Outcome: Your company on the path to public markets.