Our Expertise
We combine deep industry knowledge with rigorous financial analysis to deliver actionable solutions for our clients most critical challenges.
Our financial due diligence services primarily include:
- Reviewing the target company’s historical financial information and industry conditions
- Understanding the target company’s business model
- Analyzing key success factors
- Identifying and assessing adverse factors that may affect investment value
- Analyzing and quantifying key drivers impacting the financial model
- Highlighting issues that could influence the terms of the transaction or financing agreements
- Evaluating the reasonableness of key assumptions underlying the financial model based on historical data
Our financial management consulting services primarily include:
- Reengineering of consolidation and financial reporting processes
- Standardization and benchmarking of financial processes and operations to identify performance gaps and issues
- Designing and implementing financial policies and control frameworks, cascading them into all relevant business, regulatory, corporate governance, and internal control requirements
- Establishment and optimization of budgeting systems
- Other finance-related consulting services tailored to client needs
Our enterprise finance AI consulting services primarily include:
Accounting and Reporting
- Automated export of financial data
- Automation of intercompany transactions and financial consolidations
- Automated financial data reconciliation
- Automated generation of notes to the financial statements
Financial Analysis and Budgeting
- Automated financial statement analysis
- Automated project and management reporting
- Data visualization dashboards and BI implementation
Treasury and Cashflow Management
- Automated multi-platform funds data management
- Automated processing and consolidation of treasury/cash data
- Automated reconciliation and analysis of transaction data
Day-to-Day Finance Operations
- Automated generation of various reconciliation statements
- Automated contract consolidation and summaries
- Automated invoice validation and review
- Automated journal entry generation
- Automated generation of internal reports
Our tax planning services primarily include:
- Providing comprehensive tax planning, helping clients restructure group business structures to maximize the use of tax incentives and government fiscal rebates
- Delivering transfer pricing services for business migrations and related needs
- Assisting with applications for preferential policies such as High and New Technology Enterprise (HNTE) and software enterprise incentives, and leveraging Western Development as well as Xinjiang and Tibet preferential policies for tax planning
- Designing outbound investment equity structures for domestic enterprises and related cross-border financial and tax arrangements
- Designing business models for companies providing cross-border services to achieve tax efficiency
- Structuring engagement models with individual service providers to reduce individual income tax costs and related risks
Our IT due diligence and analysis services primarily include:
- Examination of anomalous historical data operations
- Data log analysis
- Diagnostics of data system configuration and architecture
- Understanding and accuracy validation of existing Datapack data definitions and calculation methodologies
- Data aggregation and statistical analysis based on business requirements
- White-box testing and order-flow testing
Our fund commercial due diligence services primarily include:
- Industry analysis: assess the fund’s sector focus, industry evolution, competitive landscape, and trends
- Investment strategy analysis: evaluate the uniqueness and durability of the strategy and the repeatability of performance
- Fundraising track record: review historical capital sources, reinvestment from existing LPs, and feedback from key LPs
- Management team: examine education and work history, collaboration among core members, and the reasons for and impact of departures
- Incentive mechanisms: review compensation and incentive structures and their implementation to gauge attractiveness
- Pipeline analysis: assess the progress, investment value, and strategic alignment of reserve deals
- Investment performance: analyze portfolio results across dimensions to assess the team’s capability, rationale, and preferences
- Other fund commercial due diligence services tailored to client needs
Our capital markets services primarily include:
- Providing financial, tax, and compliance diagnostics for companies preparing for IPOs in Mainland China, Hong Kong, and the United States, and resolving major issues before formally launching the IPO
- Preparing accounting technical documentation/memos and advising on accounting treatments for significant transactions
- Advising on readiness across operations, finance, and the management team
- Assisting in selecting underwriters/investment banks, auditors, legal counsel, and other listing advisors, and coordinating with these intermediaries
- Offering retainer advisory services throughout the IPO preparation period, with regular meetings with management to prevent new listing obstacles
- Delivering finance and compliance training for management and employees
Our primary equity incentive plan design services include:
- Design equity incentive plans aligned with the company’s talent strategy and incentive goals. A typical plan includes, but is not limited to, the following elements:
- Determining the total grant pool and the source of shares
- Defining participant scope, eligibility criteria, and allocation principles across participants
- Selecting the incentive instruments
- Setting key terms: grant frequency and duration, vesting/release schedule, exercise or unlock conditions, purchase/exercise price, and exit/liquidity mechanisms
- Assessing financial and tax impacts, including share-based payment expense recognition in the financial statements and participants’ individual income tax
- Communication, engagement, and onboarding for plan participants. For example: conduct one-on-one interviews with designated participants per company requirements to understand their awareness and expectations regarding equity incentives; attend and support participant-facing briefings/town halls; assist in preparing communication materials; and support the company’s overall plan communication and rollout.
- Draft, or assist the company’s legal counsel in drafting and finalizing, the legal documentation for the incentive plan.
Our business valuation services primarily include:
- Enterprise and equity valuation for transaction purposes
- Project and portfolio valuation for post-investment management
- Valuations for financial reporting, including equity, individual assets, financial instruments, property and equipment, purchase price allocation (PPA), and impairment testing
- Other customized valuation services to support internal management needs
Our typical property valuation services include:
- IPO property valuations and valuations for shareholder circulars
- Fair value valuations of investment properties
- REIT property valuations (domestic and overseas)
- M&A property valuations and valuations for real estate investment and financing transactions
- Valuations for the acquisition and disposal of distressed assets