Former SEC Enforcement Attorney|12 Years in Government Service|(561) 706-7646
Going Public Transactions

Going Public Attorney for S-1,
Form 10, and OTC Market Transactions

Going public is not a single transaction — it is a legal architecture decision that determines how a company raises capital, communicates with investors, and manages regulatory obligations for years after the initial transaction closes. The pathway chosen — S-1, Form 10, Regulation A, reverse merger, or OTC Markets quotation — carries different disclosure requirements, SEC review timelines, FINRA considerations, and ongoing compliance obligations.

Fred Lehrer advises companies on going public transactions from pathway selection through SEC qualification and post-transaction compliance. His background includes nine years as an enforcement attorney in the SEC's Division of Enforcement — experience that shapes how the firm evaluates disclosure risk, identifies comment letter exposure, and structures going public transactions to reduce regulatory friction.

Going Public Pathways

How Companies Go Public in the United States

01

S-1 Registration Statement

A full SEC registration statement for companies seeking to list on a national exchange or conduct a public offering. Requires audited financial statements, comprehensive risk factor disclosure, MD&A, and SEC staff review. The S-1 process typically takes four to six months for a straightforward offering, longer for complex structures or significant comment letter issues.

Learn more →
02

Form 10 Registration

A registration statement that makes a company a reporting company under the Exchange Act without conducting a public offering. Used by companies seeking OTC Markets quotation or preparing for a reverse merger. Form 10 requires disclosure similar to an S-1 but does not involve a capital raise. The SEC reviews Form 10 filings and issues comment letters.

Learn more →
03

Regulation A Offering

A public offering exemption allowing companies to raise up to $75 million annually with reduced disclosure requirements compared to a full S-1. Requires Form 1-A qualification with the SEC, audited financials for Tier 2, and ongoing reporting obligations. Regulation A is often used by growth companies that want public investor access without the full cost of a traditional IPO.

Learn more →
04

Reverse Merger

A transaction in which a private company merges with or acquires a public shell company, resulting in the private company becoming a public reporting company. Requires a Super 8-K filing that functions as a full registration statement, FINRA review of the resulting issuer, and transfer agent coordination. Reverse mergers can be faster than S-1 registrations but carry their own disclosure and compliance risks.

Learn more →
05

OTC Markets Quotation

Companies can become publicly traded on OTC Markets (OTCQX, OTCQB, or Pink Sheets) through Form 10 registration or Regulation A qualification. OTC Markets quotation requires FINRA review of the market maker application, transfer agent coordination, and ongoing Exchange Act reporting obligations for OTCQB and OTCQX issuers.

Learn more →
Common Questions

Going Public — Frequently Asked Questions

What does it mean to 'go public'?

Going public means a company's shares become available for purchase by the general public, typically through a registration with the SEC or an exemption that permits public sales. A public company is subject to ongoing SEC reporting obligations, including annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K for material events.

What is the difference between an S-1 and a Form 10?

An S-1 is a registration statement for a public offering — the company is selling shares and raising capital. A Form 10 is a registration statement that makes a company a reporting company under the Exchange Act without conducting a public offering. Companies use Form 10 to become SEC reporting companies in preparation for OTC Markets quotation or a reverse merger transaction.

How long does it take to go public?

The timeline depends on the pathway chosen. A Regulation A offering can qualify in 60 to 90 days for a well-prepared filing. A Form 10 registration typically takes 60 to 120 days depending on SEC comment letters. An S-1 registration for a national exchange listing typically takes four to six months. Reverse mergers can close faster but require a Super 8-K that functions as a full registration statement.

What are the ongoing obligations after going public?

Public companies subject to Exchange Act reporting must file annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K for specified material events. Officers, directors, and 10% shareholders must file Section 16 reports. Proxy rules apply to companies with registered securities. These obligations are ongoing and carry significant legal exposure if not maintained.

What is a Super 8-K?

A Super 8-K is a Form 8-K filed within four business days of a reverse merger transaction that contains disclosure equivalent to a full registration statement — business description, financial statements, risk factors, MD&A, and management information. The SEC reviews Super 8-K filings and issues comment letters. Failure to file a timely and complete Super 8-K is a common source of SEC enforcement exposure in reverse merger transactions.

Request a Going Public Consultation

Fred Lehrer advises companies on going public transactions from pathway selection through SEC qualification and post-transaction compliance. Consultations are confidential and available by phone, video, or in person.

Request a Consultation

The information on this page is for general informational purposes only and does not constitute legal advice. Viewing this page or contacting the firm does not create an attorney-client relationship. Legal services are available only where the attorney is admitted or otherwise authorized to practice.