Our Services:

Due Diligence

  • Besides numeric reviews, our financial due diligence reports comprehensively present and analyze the target company's operating performances, as well as prompt potential risks and recommend on the impacts.

    Services we provide:

    • Review the industry status and historical financial information of the target company

    • Understand the target company’s business model

    • Analyze key success factors

    • Analyze the unfavorable factors that may affect the value of the investment

    • Analyze and quantify the key factors that affect the financial model

    • Prompt issues that affect the terms of the transaction or financing agreement

    • Analyze the rationality of the financial model’s key assumptions based on historical information (optional service)

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  • Business authenticity investigation is a supplement and extension of financial due diligence. It is mainly used to crosscheck the target company's business and financial information.

    Services we provide:

    • On-site observation and interviews (physical retails, warehouses, etc.); crosscheck with business system data

    • Consumer/user sample interviews

    • Proactive transaction test

    • Other specialized investigation procedures designed according to business procedures and systems



    The following services are provided with help from professional third party:

    • Run background check of the target company's main team members

    • Other requirements regarding the commercial due diligence

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  • With the ever-increasing trend of digitalization, the role of databases in both emerging and traditional enterprises become an increasingly important in investigations. Through multi-dimensional statistical analysis such as analysis of the database structure, data information and data log, checking abnormal operations and investigation as well as external verification, our database investigation and analysis service scrutinizes and reveals the real business and financial status.

    Services we provide:

    • Check abnormal historical data

    • Diagnose data system settings/architecture

    • Check and verify the accuracy of existing database coverage

    • Provide data summary and statistical analysis according to business analysis needs

    • White box test/ Order test

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Financial Consulting

  • Through enhancing the efficiency of internal business and financial procedures, we bring better congruence of the financial and commercial goals to our clients, helps clients unlock a smarter allocation of corporate resources and improve business performances.

    Services we provide:

    • Reconsolidate of financial statements and reporting processes

    • Standardize financial processes and operations, identify gaps between performance and expectation and its

    • Design and implement financial policies and control frameworks, and decompose them into detailed requirements regarding business, regulation, corporate governance and internal control

    • Construct and optimize budget system

    • Other financial services according to clients’ needs

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  • Every vital transaction and change in daily operations (such as private equity financing, IPO, refinancing, business restructuring, M&A) is an onerous and complex task which requires various resources invested. We provide customized services to ensure that our clients get the accurate information and execution, and successfully complete each transaction and transformation.

    Services we provide:

    • Provide pre-financing accounting analysis for start-up companies

    • Provide financial diagnosis, financial analysis and solve major problems for companies preparing for initial public offering (IPO) in Chinese mainland, Hong Kong and US

    • Convert daily accounting statements into financial reports that meet the requirements of listing location; assist establishing corresponding financial accounting systems and procedures

    • Prepare accounting technical documents/memos and suggestions on vital accounting treatments of business transformations

    • Provide advice on the aspects of operations, finance and management teams

    • Assist with contacting sponsors and other professional listing consultants; assist sponsors with conducting financial due diligence etc.

    • Feasibility analysis and suggestions for transaction projects

    • Financial and accounting compliance training services for clients' management or employees

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Valuation Services

  • We provide clients with a full range of valuation services for financial reporting, financing mergers and acquisitions, foreign investment, financial and taxation compliance, etc.

    Services we provide:

    • Analysis of corporate and equity value for trading purposes

    • Project and asset portfolio valuation and analysis for post-investment management purposes;

    • Value analysis of equity, individual assets, financial instruments, property and equipment value, merger consideration apportionment, asset impairment test for tax compliance and financial reporting;

    • Other customized valuation services for internal management purposes

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  • Properties valuation is of great important in capital markets and real-estate financing. Properties are required to be valued during IPO; after IPO, their fair value are required to be valued at every mid-term and year-end. In the field of financing and M&A in real estate, the market value and mortgage value of real estates have to be evaluated by qualified real estate appraisal agency in the form of valuation report.

    Services we provide:

    • Property valuation for IPO and circular letter.

    • Valuation for fair value of investing property

    • Property valuation for REITs(domestic and overseas), M&A and real estate financing

    • Valuation for non-performing assets disposal

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Financing and M&A Advisory

  • We have provided services for nearly 30 clients in financing or M&A deals amounting over 2 billion US dollars (Involved industries: Internet, telecommunications, education, healthcare, consumer, retail, etc.)

    Services we provide:

    • Discover the highlights and best selling points of the business

    • Find suitable investors or acquirers according to the client’s situation and specific needs

    • Prepare financial and business datapack for potential investors

    • Assist clients with preparing financing documents such as financial models, value assessments, business plans, etc.

    • Walk clients through due diligence processes

    • Help clients obtain the best financing or merger terms through negotiation and other diversified methods

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  • We provide professional services throughout the entire transaction. We can help our client identify key factors and risks in the potential deal, and respond promptly.

    Services we provide:

    • Search for appropriate acquisition target according to client’s strategy

    • Perform preliminary due diligence on target companies

    • Proactively manage sell sides’ expectation

    • Help clients define and negotiate key terms

    • Help clients manage transaction processes and coordinate external intermediaries

    • Design appropriate M&A frameworks and tax planning for the deal

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  • We provide professional deal structuring and tax planning services to reduce transaction cost for our clients.

    Services we provide:

    • Design onshore transaction structure to qualify for favorable tax policies and achieve optimized tax cost

    • Design cross-boarder structure (including VIE) to reduce unnecessary cash tax payment

    • Help clients negotiate with local tax authorities to obtain appropriate tax refund and returns, or solve historical tax disputes

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