Taking a company public is a transformative moment—but one that comes with complex legal, tax, accounting, and regulatory challenges. In this episode of The Balancing Act, host Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, is joined by Eric Weis and David Finkelstein of SingerLewak, along with special guest Steve Stokdyk, partner at Latham & Watkins and attorney on more than 100 IPOs.

Together, they break down what companies really need to know to prepare for an IPO, including:

• Why early planning is critical to avoiding costly tax and regulatory pitfalls
• How SEC scrutiny has evolved—and where regulators are still focused
• The importance of PCAOB audits and internal readiness
• Common missteps that delay IPO timelines
• Practical advice for CFOs and leadership teams navigating the process

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