Get a readiness review before you spend real money
The calculators on this site model the numbers — cost, dilution, timeline, listing thresholds. A readiness review is different: it's a structured look at whether your financials, cap table, corporate structure, venue choice, and timeline actually hold together as one plan, before an engagement letter with an underwriter, auditor, or securities counsel puts real dollars on the clock.
How it works
Three steps, in this order, because the order is the point — the gap plan only means something once the numbers and the structure have both been checked.
1. Share your numbers
Company stage, target venue, and timeline via the form below. Five minutes, no financials uploaded, no account required.
2. Structured review
A working session walking through financial readiness, cap table and corporate structure, venue fit against the standards you'd actually have to clear, and a realistic timeline.
3. Gap plan
A written list of what's ready, what isn't, and what has to happen — in what order — before it makes sense to engage an underwriter, auditor, or counsel.
Request a review
Tell us where the company stands. We'll follow up by email to schedule the working session.
Prefer to talk structure directly?
Prefer to talk structure with a desk that lives in this market? Visit otcipoexpert.com — the sister advisory brand for founders and CFOs working an OTC or Nasdaq listing in real time, not just modeling one.
What a readiness review covers
Six angles. All six get checked, because a company that's clean on financials and weak on structure fails the same way as one that's clean on structure and weak on financials — late, and expensively.
Financial readiness
Whether the financial statements you have today are audit-ready, and what a PCAOB-registered auditor is actually going to find when they look.
Cap table and corporate structure
Authorized vs. outstanding shares, option pool overhang, related-party positions, and anything that looks like a shell or a structure a venue's rules flag directly.
Venue fit
Whether OTCQB, OTCQX, or Nasdaq is actually the right target given where the company stands today — not just where you'd like to end up in three years.
Timeline realism
What has to happen before an application is worth filing, sequenced against the audit, the transfer agent, and the sponsoring broker-dealer's own calendar.
Disclosure and reporting gaps
Whether existing disclosure — or the lack of it — creates a deficiency letter risk before the company even gets to the application stage.
Cost sequencing
Which costs are unavoidable up front, which can wait, and where the calculators on this site line up — or don't — with the company's actual budget.
What this is not
Said plainly, because the going-public industry is full of vague promises and this isn't one of them.
- Not a guarantee of listing eligibility, cost, or timing. A readiness review identifies gaps and sequences work — it does not promise a venue will approve an application, that costs will land in a modeled range, or that a timeline will hold once real diligence starts.
- Not an offer or solicitation to buy or sell securities. Nothing in a readiness review, or anywhere on this site, is an offer, a solicitation, or a recommendation regarding any security.
- Not legal, accounting, or tax advice. A readiness review can flag where counsel or an auditor needs to weigh in — it doesn't replace them, and nothing said in the session should be relied on as legal or accounting advice.
Frequently asked
What the review is, what it costs, and how it relates to the calculators on this site.
Is a readiness review the same thing as an engagement letter?
No. An engagement letter commits the company and a specific underwriter, auditor, or law firm to paid work. A readiness review happens before that — it's a structured conversation to figure out whether the company is actually ready to have that conversation, and with whom.
Does GoPublic Tools do the underwriting, audit, or legal work itself?
No. GoPublic Tools is not a broker-dealer, securities exchange, law firm, auditor, transfer agent, or investment adviser. A readiness review identifies gaps and sequencing — the actual underwriting, audit, and legal work is done by the licensed professionals the company engages afterward.
What information do I need to have ready before requesting a review?
Nothing formal. The form below asks for company stage, target venue, and timeline — no financials or cap table upload required. The working session is where specifics get discussed, and only as far as the company wants to go in that first conversation.
Will the review tell me which venue — OTCQB, OTCQX, or Nasdaq — I should target?
It will give you an honest read on venue fit given where the company stands today, weighed against the published standards the requirements checkers on this site model. It's not a guarantee any venue will approve an eventual application — that determination belongs to OTC Markets Group or Nasdaq, Inc., not to us.
How is this different from just running the calculators myself?
The calculators model individual numbers in isolation — cost, dilution, a single venue's thresholds. A readiness review looks at whether those numbers, the corporate structure behind them, and the timeline all hold together as one coherent plan, which is exactly the kind of cross-check a spreadsheet or a single calculator can't do on its own.
Is there a cost to request a review?
Requesting the review through the form below is free. Any paid engagement — for the review itself or for follow-on underwriting, audit, or legal work — would be discussed and agreed separately; nothing is billed automatically from submitting this form.