services
IPO READINESS
IPO READINESS
Brio helps private companies navigate the complexities of going public with confidence. We identify gaps, prepare financial reporting, coordinate with auditors, and manage all aspects of the filing process, ensuring your company is fully prepared for life as a public entity.
IPO READINESS SERVICES INCLUDE:
- Audit preparation and coordination
- IPO timeline and project management
- Prospectus and registration statement support (S-1, etc.)
- Investor relations and equity story strategy
- Legal, tax, and regulatory coordination
- Financial reporting and SEC compliance support
- Technical accounting guidance and policy implementation
- Board and management communications support
Why Brio?
Across every service area, Brio delivers technical depth, strategic insight, and execution you can trust. Whether preparing for a transaction or strengthening your financial infrastructure, we help you lead with clarity and confidence.
Meet our experts
These people can help you
Sam Knipper
Manager
Nate Panza
Associate
Phong Tran
Associate
Dianne Paeldin
Senior Controller
Samuel Ignacio
Controller
David Briones
Founder & Managing Member
Jonathan tegge
Chair of Controllership Services & SEC Reporting
Ian Rhodes
Chair of SPAC & SEC Reporting
Brian Siegel
Chair of Technical Accounting
Rohit Babbar
Director of CFO Advisory
Glen Pantalone
Manager
Jalen Corona
Manager
Mike Ertle
Manager
Ryan Singer
Manager
News & Updates
D. Boral Capital 2026 Global Conference at The Plaza Hotel in New York City
Thrilled to be joining an incredible group of SPAC industry leaders this week at the @D. Boral Capital 2026 Global Conference at The Plaza Hotel in New York City! I'll be on the SPAC Panel at 9:00 AM, moderated by @Syed Ahmad of D. Boral Capital, alongside: @Mitchell...
Brio Financial Group congratulates our client, Apogee Acquisition Corp, on the closing of its $172.5 million IPO
Brio Financial Group congratulates our client, Apogee Acquisition Corp, on the closing of its $172.5 million initial public offering. Apogee is led by CEO and Chairman Jeffrey Smith, JD, LLM, CRCP, IACCP, CRM, CFO Ian Rhodes, CPA, a member of the Brio team, and COO...
Brio Financial Group is proud to be a Gold Sponsor of the D. Boral Capital Global Conference 2026
Brio Financial Group is proud to be a Gold Sponsor of the D. Boral Capital Global Conference 2026, taking place Thursday, May 7th at The Plaza Hotel in New York City. Join us for a premier gathering of issuers, investors, and industry leaders from across the globe.