Case Study: Taylor Morrison achieves a successful IPO and unified controls with Protiviti

$3 billion homebuilder successfully brings everything under one roof with well-orchestrated IPO and acquisitions

Taylor Morrison, a $3 billion U.S. homebuilder, faced the dual challenge of preparing for an initial public offering and supporting a multistate acquisition growth plan while lacking the internal infrastructure and controls to meet Sarbanes‑Oxley (SOX) and SEC requirements. To address pre‑IPO compliance, internal audit deficiencies and the need for company‑wide controls and centralized IT processes, Taylor Morrison engaged Protiviti for pre‑IPO advisory, SOX compliance support, internal audit remediation and IT advisory services.

Protiviti was retained nearly a year ahead of the offering and helped guide a nine‑month filing process, close internal audit deficiencies, implement SOX controls, and design centralized IT processes to ease acquisition integration. The result was a successful IPO in 2013, on‑time quarterly reporting, stronger ongoing compliance and improved operational visibility for post‑IPO acquisitions — with Protiviti continuing to provide risk management, segregation‑of‑duties audits and IT vulnerability assessments to support growth.

Taylor Morrison