Various U.S. dollar bills, including $20, $10, $1, and $100 denominations, scattered and overlapping.

IPO Project Advisory

From Private to Public

– We Build the Bridge

Ready to Go Public? Let’s Make It Possible.

Going public is one of the most significant milestones in a company’s journey

—but it’s also one of the most complex. Whether you're a startup preparing for early-stage investment or a growing private firm planning for IPO on a venture exchange (such as TSXV or CSE), our team provides the strategic, financial, and operational support to help you succeed.

We don’t just help you list—we help you get IPO-ready.

Our Services

  • We evaluate your business structure, financial health, and scalability to determine whether IPO is your best path to growth.

  • We ensure your books are audit-compliant and aligned with IFRS or ASPE, and coordinate with third-party auditors if needed.

  • We build defensible company valuations and help you articulate your value proposition with the right financial and market metrics.

  • From holding companies to multi-entity optimization, we restructure your organization for capital raising, ownership control, and tax efficiency.

  • We work with your legal and investment banking team to prepare prospectus content, disclosure, and ongoing compliance documentation.

  • We help you draft realistic, investor-ready financial projections and clearly define how funds will be used post-IPO.

  • We help you prepare for public company life, including continuous disclosure reporting, corporate governance, and investor relations best practices.

Two women having a business meeting in a conference room with an exposed brick wall, sitting across a wooden table with laptops and coffee cups, smiling and talking.

Who We Help:

Early-stage companies looking to raise capital through IPO

  • High-growth businesses seeking expansion through public markets

  • Private firms restructuring into public-ready entities

  • International investors entering the Canadian venture market

  • Founders & management teams seeking clarity on “What’s next?”

Why Work With Us

Integrated accounting + business advisory under one roof

  • Realistic IPO modeling with investor-friendly analysis

  • Structuring for tax and equity control (preferred shares, founder retention)

  • Cross-functional team that collaborates with your lawyers, underwriters, and auditors

  • Deadline-oriented process, no fluff—just execution

  • Experience with both TSX Venture Exchange (TSXV) and Canadian Securities Exchange (CSE)

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A large group of construction workers wearing blue shirts, hats, and safety gear are working on a residential roof structure, installing wooden framing and red metal panels under a clear blue sky.

IPO Is Not Just About Listing.

It’s About Building

We go beyond compliance—we help you design your business model, financial story, and internal operations to attract long-term capital, not just short-term hype.

A group of five people working on laptops around a wooden table in a cozy, wood-paneled room. There are four laptops, a water bottle, a smartphone, and a potted plant on the table. A large window is visible in the background.

Book a discovery session today to explore your IPO options and get a Road map tailored to your company’s unique growth path.