The Entrepreneur’s Roadmap: From Concept to IPO

There's no shortage of the entrepreneurial spirit in the United States. The journey from startup to IPO is filled with important decisions, including how a company will manage its risk along the way. In addition to risk management, there are a multitude of decisions to be made to effectively finance, brand, and scale a business.

The New York Stock Exchange recently published a 300+ page guide for entrepreneurs to serve as a roadmap for businesses from the concept stage to an IPO. Woodruff Sawyer was selected to contribute to the guide with a chapter on navigating risk management and insurance throughout a company's lifecycle.

In "The Entrepreneur's Roadmap: From Concept to IPO," experts from several industries come together to give guidance on:

  • The seed stage: starting a company
  • The growth stage: scaling the business
  • Late stage: preparing for the next chapter
  • The exit: strategies and options
  • Corporate governance and other considerations

In Woodruff Sawyer's chapter on insurance, Wade Pederson, partner and senior vice president, and I cover risk management from the growth to exit stage of a company, including:

  • Understanding directors and officers (D&O) insurance
  • Choosing policy limits
  • Selecting a broker
  • International considerations for D&O programs
  • Additional key insurance programs
  • How to gear up for a merger or acquisition
  • Designing an insurance program during an IPO

The NYSE roadmap is a complimentary download. You can get it here.





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