WD Tate & Associates
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WD Tate & Associates
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Go Public with Confidence

Specialized OTC Markets, Reg A+, and Reverse Merger Advisory

   OTC disclosures, audits, cap-table cleanup, and 15c2-11 documentation require demand precision—our process ensures structure, clarity, and control at every step. We help emerging public companies and late-stage private firms prepare for OTC Markets, audits, Reg A+, and reverse-merger transactions with confidence. 

Book Your Confidential Consultation

Trusted by Founders, CEOs, and Emerging Public Companies.

What We Do

  • OTC Markets Readiness (Pink→OTCID→OTCQB→OTCQX)
  • 15c2-11 documentation and disclosures
  • Reverse Merger Guidance
  • Reg A+ Tier 1 & Tier 2 Preparation
  • Audit & Financial Statement Readiness (GAAP/PCAOB)
  • Corporate Structure & Share Ledger Cleanup
  • Transfer Agent Coordination 
  • Investor-Ready Financials & Forecasting
  • Capital Strategy (Reg D, Preferred Shares, Convertible Notes)
  • Governance, Controls & Public-Company Infrastructure

Why Companies Choose Us

  • Specialized in emerging public companies
  • Hands-on execution
  • CFO-level experience
  • Flexible fractional support
  • Confidential and efficient
     

Book Your Confidential Consultation

Who We Work With

 

  • Companies preparing for OTC Markets disclosure or uplisting 
  • Firms navigating reverse-merger transactions 
  • Companies planning a Reg A+ Tier 1 or Tier 2 offering 
  • Startups preparing for their first audit or PCAOB review 
  • Businesses raising capital through Reg D, preferred shares, or convertible notes 
  • Companies cleaning up governance, cap tables, financials, or disclosures

What You Can Expect

  • A clear diagnosis
  • A step-by-step roadmap
  • Immediate next steps
  • Pricing and engagement options
  • A clear understanding of your disclosure, audit, or Reg A+ readiness 

Book your confidential consultation

Not Ready to Schedule?

Request Your Free OTC Readiness Checklist

Request our OTC readiness checklist emerging public companies use to prepare for OTC Markets disclosure, 15c2-11 compliance, audits, and go-public readiness.


Enter your Name and Email below, and we’ll send it directly to your inbox. 

Request your Free OTC checklist

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Disclaimer

This information is for general guidance only and does not constitute legal, audit, accounting, or investment advice. A formal client relationship begins only after an engagement agreement is signed.

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