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Valuation and Transaction Services

Whether it is to provide objective specialist advice, maximise growth or to improve your business performance, CLA Global TS delivers practical financial and advisory solutions attuned to your business considerations and objectives. Primarily concerned with the business strategy, structure, management and operations of an organisation, we assist by identifying options with recommendations, providing additional resources or implementing solutions.

Working closely with our clients’ top management, board of directors and the audit committee, our Valuation and Transaction Services team provides the following services:

Business Growth Advisory

  • Strategic business planning
  • New project feasibility analysis
  • Overseas expansion advisory

Transaction Advisory

  • Preparation of business plans and information memorandum
  • Financial due diligence
  • Commercial due diligence
  • Tax due diligence

IPO Advisory

Going public can be a long and arduous process, often requiring 2 to 3 years of meticulous planning before implementation. Fortunately, our IPO Advisory Services team can help evaluate your financial readiness for an IPO and ensure your company meets the requirements of the listing regulations, ensuring a seamless IPO process.

  • Financial diagnosis and evaluation of suitability of listing
  • Improve financial and management processes
  • Review of accounting and internal controls
  • Advise on corporate structure
  • Develop IPO strategy
  • Assist in Pre-IPO funding
  • Assist in compiling of information which includes prospectus, offer memorandum, historical financials and profit projections

Valuation Advisory

  • Purchase price allocation
  • Share-based compensation
  • Equity valuation
  • Intellectual property valuation
  • Financial instrument valuation
  • Goodwill and intangible asset impairment
  • Portfolio valuation
  • Valuation support for litigations and disputes

Here are the key milestones we can help your business achieve on your road to an IPO.

Before the Listing:

  • Identify and assemble a team of suitable lawyers, auditors, underwriters, and other relevant advisors;
  • Strengthen the company’s financial recording system, tighten its internal controls, improve operational efficiency, and fine-tune and resolve any outstanding issues that may affect the listing;
  • Develop a suitable IPO strategy and determine the most tax-efficient listing structure.

During the Listing:

  • Provide advisory services on corporate structure and tax planning for the proposed listing;
  • Compile relevant information, including prospectus, offer memorandum, historical financials and profit projections.
  • Act as reporting accountant during the IPO offering process, reviewing the financial data and other relevant documents.

After the Listing:

  • Provide advice on corporate governance, accounting, and regulatory changes.

Speak to our Specialist(s)

Grace Lui

Director, Valuation &
Transaction Services

An IPO, or Initial Public Offering, is the process through which a private company becomes a public company by offering its shares to the public to raise additional funds and bolster company growth. The process can be costly and time-consuming due to the hefty amount of focus on adhering to regulatory requirements, due diligence, and marketing.

An IPO Advisory Service assists businesses in navigating the process of an IPO. As part of the process, an IPO advisory service will ensure the business complies with laws and regulations and help develop improved accounting and reporting systems.

An IPO Advisory Service provides assistance at every stage of an IPO. This includes the following services:

  • Aligning deliverables to ensure the company complies with laws and regulations;
  • Prepare detailed financial statements and other technical documents;
  • Devise a model for financial planning and analysis.
  • Implement new financial reporting, accounting procedures, and accounting policies;
  • Assist in completing the essential steps of an IPO application process;
  • Examine IPO opportunities;
  • Conduct a risk assessment of the company and offer a mitigation strategy;
  • Predict future expansion;
  • Establish a due diligence plan.

Businesses can benefit from engaging the help of an IPO Advisory Service. Here is how an IPO Advisory Service can help in a company’s IPO journey:

  • Develop an IPO strategy;
  • Identify gaps in the company’s IPO procedures;
  • Help the company navigate the complexities of the IPO process;
  • Furnish essential information relevant to the IPO process;
  • Ensure the company complies with the laws and regulations;
  • Assist in pre-IPO funding and assemble a team of suitable lawyers, auditors, underwriters, and other relevant advisors for the IPO process.

It is advisable to have ample time to plan and prepare for the IPO process, at least 18 to 24 months in advance. For companies looking to go public or considering a capital market transaction, please reach out to a reliable IPO Advisory Service early to ensure the process is as seamless as possible.