Get our guide to planning and executing an M&A communications strategy. Download Now

Westicke Partners

Close

Checklists

Our checklists summarize the best practices and tips to help your business manage corporate investor relations strategies, IPOs, conferences and tradeshows, and more. Get at-a-glance guidance for the most important topics that today’s executives must navigate.

Featured Checklists:

Westwicke Quiet Periods FAQ

Download our quiet period FAQ to learn how to approach the informal quiet periods at the end of each quarter.

View Now
Checklist: 6 Questions Investors Will Ask to Make a Decision About Your Company

Prepare for investor meetings with this checklist of six common investor questions that you will receive about your company and market opportunity.

View Now

Clinical trial data disclosure can be tricky. This checklist outlines 10 disclosure guidelines to minimize risk and maximize the impact of good news.

View Now
Form 8-K vs. Press Release:

In this chart, we outline the differences between a form 8-K and a press release, so you can easily determine which mode of disclosure is appropriate.

View Now
Westwicke Investor Relations Website Checklist

Today, investors often look to a company’s investor relations website before meeting with management. Make sure your website includes these 12 elements.

View Now
Checklist: 5 Tips for Effective Analyst Communications

Analyst communications play a key role in a company’s success. Use this checklist to maintain effective analyst relationships.

View Now
Do’s and Don’ts for Providing Guidance

Guidance is a key way to signal confidence in your company’s growth and drive credibility. When providing guidance, keep these do’s and don’ts in mind.

View Now
S-1 Checklist

After your S-1 flips public, the SEC requires that you wait 15 days to begin your road show. This checklist outlines what you should do during that time.

View Now

Use this checklist to conduct a perception audit, which can help your company identify areas for improvement and assess how the public views your business.

View Now
Westwicke Checklist: 5 Ways to Improve Your PR Review Process

Every company should have an internal review process for issuing press releases and public information. Here are 5 tips to improve yours.

View Now
6 Core Elements of an Effective IR Plan

As you develop a strong IR plan, consider the following core elements that will help you build a credible reputation with the right audience.

View Now

Your earnings calls present an opportunity to make a good impression and add financial context. Set yourself up for a successful with these best practices.

View Now
Westwicke ICR Checklist Annual Letter

Your annual letter to shareholders is an important piece of communication with your investors. Here are six tips to make it as effective as possible.

View Now

By getting on the road and telling your story to the Street, you’ll experience many benefits. Here are what we consider the top 10 benefits of non-deal road shows.

View Now

To sift through what really matters during a "banker bake-off" and make sure you select the right banker for your company, focus on these five key areas.

View Now

For months, your bankers have helped you plan for your IPO, but here’s what they might have neglected to tell you. Review this checklist so you can navigate your road show with ease.

View Now

Communication is essential — especially when it comes to your investor relations strategy. Avoid making these mistakes when communicating with investors and maintain your reputation.

View Now

The process of going public is anything but simple. Before you make the transition to a public company, evaluate these key areas to determine your IPO readiness.

View Now

This list will help you develop and manage your relationship with investors. Find out how to drive greater value to your shareholders and execute a successful IR strategy.

View Now

Are you getting ready for the biggest healthcare investment conference of the year? Download our checklist to help your company plan and schedule in advance.

View Now

Planning an investor day?

Investor days — whether virtual on in-person — should play a key role in your investor relations strategy. Use our new eBook, How to Host a Successful Investor Day, to plan and coordinate your next event.

Our Locations