
Explore the IPO process, its pros and cons, and who is involved in going public, including steps, timing, and costs, explained by an experienced CFO.
Explore how the Udemy review system prompts ratings, offers later options, and collects feedback on course relevance, instructor clarity, and overall learning experience.
Learn quick excel tips for formatting, reporting, and charts; build tables, apply borders and currency formatting, use auto sum and formulas, and create professional charts.
An initial public offering is private company’s shares sold to institutional and retail investors, underwritten by banks, and listed on a stock exchange to raise capital and offer investor liquidity.
Explore the benefits of going public, including liquidating investors and securing a cash injection. See how easier capital access, stock-based compensation, and convertible debt boost talent and investment potential.
Going public is a lengthy, costly process with no guaranteed success; public companies must file 10-K and 10-Q reports, and disclose executive compensation and shareholders, while facing strict reporting deadlines.
The CEO and CFO coordinate with auditors, underwriters, the SEC, and accounting staff in back-and-forth preparation of the S-1 and revised financials for the IPO.
Explore external auditors' role in IPO readiness, including quarterly reviews, year-end audits, and preparing multi-year financial data for SEC filing.
Learn how underwriters, big investment banks, manage the IPO process by pricing, allocating shares, and securing investors, while guaranteeing unsold stock and earning fees.
Hire corporate and ipo specialist lawyers to review the s-1, coordinate multiple counsel, and manage weekly updates to keep the ipo process on track.
Navigate the Securities and Exchange Commission's review of your S-1, as the Securities and Exchange Commission protects investors by ensuring accurate financials and public‑company readiness; expect targeted changes and collaboration.
Select an investment bank with strong reputation and industry expertise to guide your IPO. Explore how their willingness to buy excess shares and deal structure impacts the filing and performance.
Explore due diligence and regulatory filings in IPOs, detailing underwriter commitments (firm, best efforts, syndicate), engagement terms, and key documents like the S-1, red herring, and road show materials.
Learn ipo pricing basics, including setting the firm price near the ipo date using methods like cash flow and comparables, and compare firm commitment to best efforts underwriters.
Learn how stabilization after an IPO reduces post-offer volatility by allowing underwriters to buy and sell shares to smooth the price within a short window.
Transition to market competition follows the quiet period, ending price manipulation by underwriters. Underwriters then disclose earnings and valuation information, boosting investor access and market awareness.
Explore JetBlue's S-1 registration statement for its IPO, including amendment history, registering 6.3 million shares for a 5.5 million offering, and topics like use of proceeds and risk factors.
Explore a JetBlue IPO case study to understand valuation approaches, pricing ideas, and the IPO process, including underwriter roles, road shows, and regulatory steps.
JetBlue's initial public offering pricing and valuation compare offering price to opening price, spell out capital-raising goals, and discuss valuation methods like comparable multiples and cash flow.
Apply multiple valuation approaches and discounted cash flow to JetBlue's IPO, comparing airline and total capital multiples, and explain how price per share around 22–26 informs final pricing.
Analyze JetBlue’s stock price from its 2002 IPO to 2018, detailing a peak near $26, a 2009 low around $3, and a 2015 rebound to about $20.
This course conclusion outlines the complete IPO process, including parties, the registration statement, and a JetBlue pricing case study, while noting the time and cost to go public.
Explore 2023 entrepreneur trends, including accelerated digital transformation with AI, IoT, VR, AR, inflation and supply chain security, sustainability, immersive customer experiences, and the global, remote-work talent landscape.
Are You An Entrepreneur?
Are You The CEO Of A Growing Private Company?
Do You Want To Learn How Companies Go From Private To Public?
Do You Want To Understand The Process Of Working With The SEC For An IPO?
Do You Want To Learn The Entire Process Of Taking A Company Public via An Initial Public Offering (IPO)?
If You Answered "Yes" To Any Of The Above, Look No Further. This Is The Course For You!
*** Updated with new content! ***
Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!
Three reasons to TAKE THIS COURSE right now:
You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads
You can ask me questions and see me respond to every single one of them thoroughly!
You will are being taught by a professional with a proven track record of success!
I have taken companies public! You are learning from someone who has been involved with seed stage companies which years later we took public!
Bonus Reason: Udemy has a 100% refund policy - no questions asked and no risk for you!
The Initial Public Offering process (IPO) is a very complex and long one at best. For the first time entrepreneur attempting to navigate it, there is a lot to know, and not much time to make things happen. Empower yourself with knowledge of what the process involves, the timing, and what experts you need in order to make your initial public offering (IPO) a success. By the end of this course, you will be ready to plan out your action plan for an initial public offering (IPO).
In this course we learn a lot of information. What an IPO is, the pros and cons of going public, who the parties involved are, the entrepreneurs involvement, how to select an investment bank, the underwriting process, the audit process, working with the Securities and Exchange Commission, and finalizing the deal. As well as everything in between. As you can tell there is a lot involved, and we will cover it all in this course about initial public offerings (IPOs).
What We Do In The Course:
Learn what an initial public offering is at its core
Learn the pros and cons of an IPO for a company and entrepreneur
Discuss the selection of the various parties involved
Take about the due diligence process
Understand the book making and pricing decisions
Understand the role the auditors play
Have a better understanding of the timing of the entire process
Review a case study of an IPO
And Much More!
If at any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.
***CLICK "BUY NOW" AND LEARN THE INITIAL PUBLIC OFFERING (IPO) PROCESS FROM A SEASONED CFO EXPERT! ***
About The Instructor
Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, entrepreneurship and initial public offerings and IPO's. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.
The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.
Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!
Chris Benjamin, Instructor, CFO & MBA