Process to IPO
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Transcript of Process to IPO
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Master Plan
Engagement of consultant fromGlobal Bridge Management Sdn Bhd
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Main Agenda
• Stage 1 – Preliminary Assessment• Stage 2 – Funding Issues• Stage 3 – Organization Development• Stage 4 – Transformation & Improvement• Stage 5 – Financial Re-engineering• Stage 6 - Prepare for Initial Public Offering
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Stage 1 – Preliminary Assessment
• To assess the business model;• To assess the business flow chart;• To assess the profitability structures;• To assess the marketing segment and
approach;• To assess the financial policies, system and
infrastructure;• To assess the operational efficiency,
productivity, engineering, ISO and others.
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Stage 2 – Funding Issues - 1
• To prepare the Executive Summary;• To prepare the funding proposal and justification;• To prepare the projection financial performance
and cash flow activities for next three years;• To prepare the marketing approach and future
direction;• To prepare SWOT, PESTLE and balanced
scorecard;• To prepare the proper organization chart,
management profile.
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Stage 2 – Funding Issues - 2
• To assist for the building cost if purchase building;• To assist for the valuers recognized by banks as
panel;• To assist for the plant and machineries purchase
and quotation;• To assist for submission to the banks for working
capital loan;• To assist for submission to the Government body
such as MDEC, MTEC, MIDA, SMIDEC, MITI,MARA, PNB and other for government grantapplication;
• To assist in all negotiation pertaining to fundingwith potential private equities, venture capitalistor angel capital.
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Stage 3 – Organization Development - 1
• To assist for the human capital development anddesign for human resource handbook;
• To assist for the internal control policies involve theentire organization business process flow chart;
• To assist for operational manual, safety policy andtraffic flow and documentation;
• To assist for formulation of risk managementstrategy;
• To assist for statutory compliance and IT leverage;• To assist for ISO for manufacturing and
documentation standard.
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Stage 4 – Transformation & Improvement- 1
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Stage 5 – Financial Re-engineering
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Stage 6 – Initial Public Offering
• Set up the DDWG (Due Diligence WorkingGroup);
• Discuss the engagement of variousconsultants like Reporting Accountant,Due Diligence lawyer, Internal ControlConsultant and others;
• Appointment of Board;• Set up Trust or Foundation;• Merchant banker & Underwriter.
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