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
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
Glen Pantalone
Manager
Jalen Corona
Manager
Mike Ertle
Manager
Ryan Singer
Manager
Sam Knipper
Manager
News & Updates
Brio Financial Group congratulates our client, Iron Dome Acquisition I Corp., on the pricing of its $150 million IPO
Brio Financial Group congratulates our client, Iron Dome Acquisition I Corp., on the pricing of its $150,000,000 initial public offering. The SPAC, intending to focus on targets in cybersecurity, defense tech, AI, and data infrastructure, is led by Tom Y Livne....
Brio Financial Group is proud to be working with FireFly Automatix, Inc.
Brio Financial Group is proud to be working with FireFly Automatix, Inc. to provide various financial consulting services to the company as it continues...
What a great time last week at the D. Boral Capital Global Conference
What a great time last week at the D. Boral Capital Global Conference. Grateful to have joined the SPAC panel with such an awesome group of people. And it's never the same without the Brio Financial Group crew next to me. Proud of Ian Rhodes, CPA Jonathan Tegge and...
Grateful Brio Financial Group is back as a Gold Sponsor at the D. Boral Capital Global Conference
Ran into this guy at The Plaza yesterday : ) Always a good time when Seth Farbman's in the mix. Grateful Brio Financial Group is back as a Gold Sponsor at the D. Boral Capital Global Conference, and honestly, is there a better backdrop than NYC for a room full of...
Brio Financial Group congratulates our client, Quantum Leap Acquisition Corp, on the closing of its $200 Million IPO
Brio Financial Group congratulates our client, Quantum Leap Acquisition Corp, on the closing of its $200,000,000 initial public offering. The SPAC, targeting businesses in artificial intelligence, quantum computing, and blockchain technology, is led by CEO Kervin...
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...