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Ready, Set, IPO: Preparedness Strategies for PE-Backed Businesses

September 15, 2025

As market windows shift and investor expectations rise, private equity (PE) firms and portfolio company leaders must be prepared to act decisively. Whether you’re actively considering an initial public offering (IPO) or simply want to be ready when the time is right, Forvis Mazars can help equip you with the tools and knowledge to navigate the IPO journey and lead with confidence.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Describe the current market environment related to PE deal activity, exit activity trends, and other hot topics.
  • Explain how to enhance exit value through strategic IPO planning and why it is never too early to start the planning process.
  • Identify common challenges that can delay the process.
  • Discuss best practices and lessons learned for PE-backed companies that have successfully gone through this process.

Presenter(s)

Joe Notaro, Brian Smith, Ling Zhang