Business valuation

We have experts from various fields such as real estate, data analytics, financial analysis, etc. The team consists of CFA and CPA-qualified professionals who are capable of calculating the fair value of assets based on financial statements objectively, and supporting you to carry out all kinds of important business behaviors, such as mergers and acquisitions. We have been a leading provider of valuation services for listing purposes in Hong Kong since 1993.

Common financial derivatives include share options, warrants, convertible bonds, futures and swaps, financial/mortgage guarantees, etc., as well as credit impairment losses on financial assets (Expected Credit Loss (ECL)), the corresponding assessment of which is an essential part of the financial reporting preparation process.

Valuation of asset packages/portfolios based on internal and accounting references, mainly including common equity, fixed income-like/trust products, fund products, asset packages/equity investments in real estate/real estate project companies, convertible bonds, preferred shares, and items with derivative clauses.

Appraisals of mineral resources, oil and gas reserves, and biological assets held by plantation and farming enterprises, providing appraisal reports that comply with specific guidelines for initial public offerings, mergers and acquisitions, and internal reference purposes.

Appraisal of intangible assets such as patented technologies, know-how, trademarks, computer software, copyrights, franchises, sales channels, contracts, customer relationships, etc., for the purposes of share purchase, asset transfer, licensing and franchising. Companies often grant share options to their employees as an incentive to them and are required to carry out a valuation to reflect the fair value of these options in their accounts.