SME & SMI IPO process

1. Master Plan
Engagement of consultant from
Global Bridge Management Sdn Bhd

2. Main Agenda
• Stage 1 – Preliminary Assessment
• Stage 2 – Funding Issues
• Stage 3 – Organization Development
• Stage 4 – Transformation & Improvement
• Stage 5 – Financial Re-engineering
• Stage 6 - Prepare for Initial Public Offering

3. Stage 1 – Preliminary Assessment
• To assess the business model;
• To assess the business flow chart;
• To assess the profitability structures;
• To assess the marketing segment and
approach;
• To assess the financial policies, system and
infrastructure;
• To assess the operational efficiency,
productivity, engineering, ISO and others.

4. Stage 2 – Funding Issues - 1
• To prepare the Executive Summary;
• To prepare the funding proposal and justification;
• To prepare the projection financial performance
and cash flow activities for next three years;
• To prepare the marketing approach and future
direction;
• To prepare SWOT, PESTLE and balanced
scorecard;
• To prepare the proper organization chart,
management profile.

5. Stage 2 – Funding Issues - 2
• To assist for the building cost if purchase building;
• To assist for the valuers recognized by banks as
panel;
• To assist for the plant and machineries purchase
and quotation;
• To assist for submission to the banks for working
capital loan;
• To assist for submission to the Government body
such as MDEC, MTEC, MIDA, SMIDEC, MITI,
MARA, PNB and other for government grant
application;
• To assist in all negotiation pertaining to funding
with potential private equities, venture capitalist
or angel capital.

6. Stage 3 – Organization Development - 1
• To assist for the human capital development and
design for human resource handbook;
• To assist for the internal control policies involve the
entire organization business process flow chart;
• To assist for operational manual, safety policy and
traffic flow and documentation;
• To assist for formulation of risk management
strategy;
• To assist for statutory compliance and IT leverage;
• To assist for ISO for manufacturing and
documentation standard.

7. Stage 4 – Transformation & Improvement
- 1

8. Stage 5 – Financial Re-engineering

9. Stage 6 – Initial Public Offering
• Set up the DDWG (Due Diligence Working
Group);
• Discuss the engagement of various
consultants like Reporting Accountant,
Due Diligence lawyer, Internal Control
Consultant and others;
• Appointment of Board;
• Set up Trust or Foundation;
• Merchant banker & Underwriter.