OUR SERVICES

Services >> Consulting

Overview

Our firm offers a variety of consulting services to optimize your company’s success.  We integrate the needs and concerns of our clients to provide management options to help them make the right decisions.  We assist companies in maximizing emerging business opportunities to compete more effectively in their market.

SEC Services

Many high technology companies list their shares on the U.S. Stock Exchange to raise capital and increase their name and product recognition in the U.S. as well as international markets.  Listing a company’s shares on a stock exchange also helps to boost the market value of the shares, recruit employees by offering stock options, obtain bank financing, and make future acquisitions with stock.

We can assist clients in providing information for an initial public offering.  We will work closely with our clients to evaluate whether a public offering is attainable and desirable, as well as offer them alternative options.  During this process, we can advise our clients on the appropriate filing of forms and determine proper disclosures.  In order to generate timely and detailed information, we offer consultation in the expansion of our clients’ internal accounting system.  We can also assist in other financing alternatives such as bank loans, private placement of debt or equity, etc.

E-Commerce

E-commerce offers companies with fast and inexpensive ways to advertise their product and take sales orders at any hour.  E-commerce also helps companies reduce their overhead by centralizing inventory, facilities, and personnel, as well as provide up-to-date sales and product information.  No international standards have been finalized on taxing global e-commerce.  Until further guidance is available, businesses can take certain precautions to minimize their exposure to foreign taxation, especially countries that have income tax treaties.  We can provide guidance with respect to proposed standards and can advise clients in precautionary and preventive measures to reduce the risk of taxation of e-commerce.

Business Valuations

We perform business valuations on closely held companies, partnerships, employee stock ownership plans, incentive stock options, goodwill, and other tangible and intangible properties.  We perform these engagements on a confidential basis for stakeholders and their professional advisors.  We are dedicated to deliver reliable, understandable, and creditable appraisals to our clients in a cost-effective and timely manner by adhering to high ethical standards, maintaining independence and preserving integrity.

Product Market Study

We assist clients in analyzing the market for a client’s product is sufficient to allow the client to attain its financial projections.  We clearly define the definition of the target market and analyze the total market size and growth trends.  Then we list existing competitors and the market share enjoyed by each including pricing strategy.  Also, we list marketing strategies employed by competitors and their strength and weaknesses.

Internet Domain and Server Location Issues

We can assist clients with respect to the tax implications associated with electronic commerce both in the business to business transactions and business to consumer contexts.  Also, our professionals help to structure the joint provision of online products of services, payment arrangements associated with online offerings, tax issues associated with licensing and digital rights transfers, nexus and reporting issues relating to electronic commerce and a host of related tax issues.

Strategic Planning

In a strategic planning engagement we assist clients in specifying their organization’s objectives, developing policies and plans to achieve these objectives, and providing resources for implementation.  We compare the strategic advantages to the business environment by making sure the company’s strategy is appropriate to its resources and objectives.  We can help our clients refine their corporate strategies to place them into a position in which their mission can be carried out effectively.

Financial Forecasts and Budgeting Analysis

We can assist our clients in achieving their funding objectives, valuation targets and earning benchmarks so that our clients can manage their business effectively and lead the business to profitability.  Also, we forecast and evaluate their business financial condition, estimate financing requirements, and track cash flows.  We perform in-depth analysis of our clients’ industry and market conditions, competition, geographic location, and other internal and external factors that can affect expected results.

Business Entity Selection

We can assist our clients in evaluating the pros and cons of each entity type to help determine the most advantageous form of business.  Analysis and determination of optimal form of business entity ( i.e. c-corporation, limited liability company, limited partnership) is a crucial decision that can have longstanding tax liability implications.

Investment in Real Estate

We can assist our clients in planning and tax strategies for investment, purchase, sale, rental, and development.  Also, we can assist them in creating limited liability companies, limited partnerships, real estate joint ventures and implementation of private annuity trusts, charitable remainder trusts and other forms of real estate tax saving strategies.  Evaluation and planning for IRC 1031 deferred like kind exchanges of real property is one of our specialties.

For foreign investors, we can assist in selecting an investment structure that is synonymous with their goals and objectives, which includes providing consultation as to which structure will allow them greater freedom with cash movement and in the offsetting of income/losses between investments.  Also, we can select a structure which will reduce or eliminate the double and sometimes triple taxation that arises from taxes and withholdings such as the foreign investment in real property act (FIRPTA), the branch profits tax (BPT), and the branch level interest tax (BLIT).

Investment from Venture Capital

Venture capital firms request detailed financial reports and business plans before making any investment decisions.  We can assist our clients in preparing effective financial reports and business plans including extensive market and industry analysis to identify clients’ marketability and growth potential.  Also, we offer advice on strategic negotiation techniques in preparation for the meetings with venture capital firms.  We provide consultation in preparing a business model, which venture capital firms utilize to assess investing in the business.

Compliance with International Financial Reporting Standards

International Financial Reporting Standards (IFRS) (previously known as International Accounting Standards or IAS) set by International Accounting Standards Board (IASB) provides rules of worldwide accounting practices.  These high level standards are constantly updated to meet the needs of an ever-changing global market.  The increased demand for the acceptance of international accounting practices has led a number of companies to adopt IAS.  Our experienced professionals can assist clients in complying with IAS to become more competitive in the global financial markets.

Investor Relation (IR) Service

Shareholders and investors place great emphasis on annual reports and other financial information provided by corporations to assess future investment opportunities. Partnered with an IR consulting firm, we can provide support to enhance corporate value and solidify relations with shareholders and investors.  We can analyze financial reports needed for a corporate profile and assist our clients in developing sound business plans and strategies.  Utilizing our global network, we can provide full support for overseas business operations.