IPO strategy guidance and overall planning
Pre-IPO Financial and Tax Diagnosis
According to the principles of main business relevance and continuous stability, business independence, asset integrity, etc., put forward suggestions on the relevant companies and their main businesses that are to be within the scope of IPO
Financial accounting of the company according to China/Hong Kong/International/US accounting standards and listing regulations
Assist the client in building appropriate internal control systems prior to IPO
Guide the client to prepare materials before the IPO audit
Coordination between the client and investment banks/brokers, lawyers, accountants, appraisers and other intermediaries
Assist the client in preparing the consolidated financial statements for the relevant fiscal year of listing in accordance with the International Accounting Standards/US Accounting Standards
Assist the client to prepare the management discussion and analysis of the related fiscal year in the listing application materials
Contact usAssist the client in choosing appropriate financing methods and financing structures (debt financing and equity financing)
Assist the client to prepare financing plan and BP
Assist the client in screening suitable funders/investment institutions
Guide the client to negotiate with the funder/investment institution, and strive for favorable terms for the business
Build a business valuation model
Assisting the client to deal with due diligence by funders/investors
Review and make recommendations on loan agreements, investment agreements/acquisition agreements
Contact usBuying a Business
Selling a Business
Raising finance
Investment Support
Contact usAssist the client to design equity structures suitable for their own development and future capital plans
Assist the client in designing ESOP
Assist the client to preparing incentive plans for customers, distributors, suppliers and other partners
In the whole process of designing the plan, the financial and tax impacts of each implementation link on the company and employees are considered, and the interests of the company and employees are complied and legally optimized through structure design, plan details agreement, etc.
Drafting legal documents related to the above incentive schemes
Contact usCorporate Finance and Tax Diagnosis
Assist the client to select the appropriate financial system and set up the set of accounting books
Assist the client to formulate standard specifications for various financial accounting processes and form institutional documents
Assist the client to establish a financial reporting process system between parent and subsidiary companies
Evaluate the internal control system of the enterprise and establish appropriate internal control system
Assist the client to establish financial analysis structure
Assist the client to establish a budget management system
Assist the client to establish cost accounting system and provide related ERP support services
GAAP Conversion
Contact usConsultation on the construction of internal control system before public listing
Evaluate the client's existing internal control system and establish appropriate internal control system
The whole business process and key control points are sorted out
Business approval permission settings
Compilation of enterprise internal control system
Enterprise change and process reengineering consulting
Supplier and Customer Due Diligence
Corporate Anti-Fraud Investigation
Contact usFinancial and tax risk assessment analysis of family business and family members' property
Analysis of family business operations and internal control risk assessment, and based on the diagnosis results, to assess whether the family business has “inheritance” and space for capital operation
Understand the personal inheritance intention of the second generation of the family, and evaluate the business potential of the second generation of the family
Architecture Design of Family Wealth Inheritance Scheme
Execution and implementation of the family wealth inheritance plan
Continuous tracking and evaluation of family wealth inheritance plans
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