Initial Public Offering (IPO) planning

Here, we focus on Initial Public Offering (IPO) planning, which can be a complex journey and demands careful planning and execution. In this section, we explore understanding the basics of IPO, preparation and managing post-IPO challenges as well as useful tools and resources for you to peruse.



  1. London Stock Federation (LSE) ‘Guide to Listing’ – This comprehensive guide provided by the London Stock Exchange offers detailed insights into the requirements and processes for listing on the LSE. It’s a vital resource for any company considering an IPO in the UK.
  2. Financial Conduct Authority (FCA) Website – The FCA is the primary regulatory body overseeing financial markets in the UK, including IPOs. Their website provides guidelines, legal frameworks, and policy statements regarding the public offering of securities.
  3. Companies House – Essential for UK businesses, Companies House provides tools for ensuring that all necessary company information is up-to-date and compliant with UK corporate laws, which is crucial before pursuing an IPO.
  4. PwC – “Roadmap for an IPO: A Guide to Going Public” This guide outlines the steps involved in going public, from initial considerations to execution and post-IPO life. It also highlights key challenges and success factors.
  5. EY – “Guide to Going Public” EY provides a detailed guide for companies considering an IPO, covering strategic preparation, regulatory requirements, and market conditions.

Tools and Platforms

  1. FactSetOffers financial data and analytics, including insights into IPO markets and individual offerings.
  2. London Stock Exchange – Provides tools and services for companies looking to list on the London Stock Exchange, including preparation resources and advisory services.

Additional Resources

  1. British Private Equity & Venture Capital Association (BVCA) – IPO Insights
  2. Institute of Directors (IoD) Workshops
  3. Financial Conduct Authority (FCA) – IPO Regulations and Guidance