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Will Tanem, CPA
Senior Manager, Assurance and Advisory
Technical Accounting Practice Leader

Overview

No matter the life cycle of your business, whether in the startup, growth, mature or rebrand phase, you may occasionally need assistance with complicated accounting projects. This is especially true if you need additional financing or feel pressure from investors for an exit, as these typically lead to internal conversations around an initial public offering (“IPO”).

At BPM, our technical accounting services and IPO advisory offerings go hand in hand, as providing real-time guidance throughout the year tends to put companies in a better position to execute their IPO plans, when the market and time is right.

Technical Accounting Services

  • Consulting on technical accounting services
  • Accounting and reporting implications of business transactions
  • Drafting of technical memorandums to support audit requirements
  • Implementing new accounting standards, such as ASC 606, ASC 842, and ASC 326
  • Accounting for complex debt and equity financings, modifications vs. extinguishments, and derivatives
  • Assisting with business combination accounting, including business vs. asset acquisitions and purchase price allocations
  • Consolidating complex accounting, including assessment of variable interest entities
  • Converting U.S. Generally Accepted Accounting Principles (GAAP) to International Financial Reporting Standards (IFRS) or IFRS to U.S. GAAP
  • Preparing financial statements and drafting disclosures, including Form 10-Q and Form 10-K public company filings
  • Assisting management through external audit and provide ongoing support

IPO Advisory and Readiness Services

  • Managing IPO process services
  • Assisting with quarterization of financial statements, including month- and quarter-close process acceleration
  • Providing Public Company Accounting Oversight Board (PCAOB) audit uplift support
  • Converting private company financial statements to conform with SEC requirements
  • Advising companies on segment reporting and non-GAAP measurements
  • Drafting Form S-1 including MD&A, F-Pages, Pro-forma schedules and updates for balance sheet staleness through IPO effectiveness
  • Calculating earnings per share
  • Drafting SEC comment letter responses

People

Will Tanem, CPA
Senior Manager, Assurance and Advisory
Technical Accounting Practice Leader
Dantong Wang, CPA
Manager, Assurance

Contact

Will Tanem, CPA
Senior Manager, Assurance and Advisory
Technical Accounting Practice Leader