Financial Reporting

We assist clients in the following areas:

As the business environment continues to evolve, financial reporting remains a time-consuming, but necessary responsibility. Accuracy matters, especially for companies who may go public, who may be part of a merger of acquisition, or who are considering debt issuance or restructuring at any point in the future. Atake Consulting assists both public and privately held companies navigate the many complexities of financial reporting. We have extensive experience in SEC reporting requirements, including periodic reporting, pro forma financial statements, and transactional reporting.

We assist clients with
  • Financial statement preparation
  • Disclosure compliance
  • ’33 and ’34 Act financial statement and filing requirements
  • Restatements
  • Preparation of pro forma financial information
IPO Services

Going public is a defining moment in the growth of a company, and often the signature achievement in the careers of those who made it possible. The IPO process, however, can be daunting, with countless technical accounting requirements and procedural details. Yes, experience matters.

IPO Stages

As one of the world’s largest and most respected accounting and advisory organizations, Atake Consulting has guided numerous companies through all stages of the IPO process. We work constantly and collaboratively with finance teams, external auditors, board directors, legal counsel, and investment banking professionals.

  • Comprehensive audit preparation
  • Evaluation of governance and operational structures
  • Assist drafting of registration statements
  • Conversion from private-company to public-ready financials
  • Preparation of stub period financial statements
  • Upgrades to existing accounting policies
  • Assistance with comment letter and preclearance letter
  • Interpretation of SEC regulations
  • Drafting periodic filings and transactional filings
Private placements and debt offerings


Beyond IPOs, there are numerous ways for companies to raise needed capital, each with a unique set of advantages, timing, and cost considerations. Atake Consulting helps both public and private companies identify, prepare for, and execute the raising of capital through alternative means, like private placements (144A) and debt offerings.


Quantifiable Results
  • Application of offering rules for both registered and unregistered offerings
  • Assistance with drafting offering documents and preparing required financial statements
  • Evaluation of operational issues and readiness
  • Buy-side or sell-side due diligence
  • Preparation of Quality of Earnings
  • Tax implications
  • Preparation of a data room for prospective buyers
  • Document accounting for the offering


Divestitures Management

Atake Consulting understands that from both buy-side and sell-side, divestitures and carve-outs represent high-stakes transactions with unique complexities. That’s why we created a collaborative team to ensure all phases of the transaction are executed properly and that companies realize maximum value with minimum disruption to operations. Our solution provides comprehensive divestiture and carve-out services throughout the life-cycle of a transaction

Such as:

i. Transaction definition and scope ii. Financial statement preparation (i.e. carve-out financials) iii. Data aggregation and analysis
iv. Segregation of inter-entity assets v. Tax modeling and benefit analyses vi. All deal-specific buyer requirements


We understand that our existence is directly dependent upon our client's happiness. Hear what some of our recent clients have to say concerning our professional finance management services.