Audit & Assurance
- Audit and review of financial statements, including carve-out/combined financial statements
- Accounting advice
- IFRS conversion
- Comfort letters
- Reports on prospective financial information
- Reports on pro forma financial information
Capital Markets
- IPO diagnostic
- IPO/Iisting project management
- Choosing listing venue
- Stock exchanges listing and ongoing reporting requirements
- Strategy and equity story
- Presentation of pro forma financ1almformation
- Drafting Operating and Financial Review and other sections of the prospectus
- Selecting and working with investment banks
- Working with regulators
- Long form reports
- Working capital reports
Reports on financial reporting procedures
Finance & Accounting
- "Smart close" of financial reporting
- Streamline management reporting and budgeting process
- Design and streamline manual and ERP internal controls
- Set-up shared service centres
Information Technology
- ERP selection
- Project management of data migration
- Project management of information systems integration/ separation
- Data security assurance
Governance, Risk & Compliance
- Corporate governance requirements of stock exchanges
- Implementation of corporate governance framework (structure, policies, reporting)
- Identification of board of directors and committees members
- Establishment/transformation of internal audit function
- Implementation of investor relations function
Valuation
- Company valuation
- Financial business modelling
- Presentation tools for sensitivity and scenario analysis
Corporate Finance & Debt Advisory
- Strategic options analysis (IPO vs. private equity vs. debt)
- Financial strategy development and implementation
- Cash flow modelling
- Arrange transactions with strategic and financial investors, negotiate debt financing and derivatives and hedging programmes
- Rating advisory
- Debt restructuring and creditor negotiations
Tax
- Tax health checks
- Analysis of group pre and post IPO effective tax rate
- Tax structure of group, including domicile of listing vehicle
- Tax aspects of management
- Tax structure of capital raised, use of proceeds and deductibility of transaction related costs
- Transfer pricing structuring
- Opinions on tax income and costs
- Opinions on generic tax risks
- Correspondence with tax authorities
Legal
- Legal structure of group, including foreign laws implications
- Set-up of domestic and foreign SPV & JV
- Legal due diligence
- Draft loan & collateral agreements
HR Management
- Remuneration schemes for top management and board members
- Stock option plans
- Disclosure of remuneration schemes in annual reports
Training, Workshops & Open Seminars
- IPO workshops
- Executives and managers workshops and open seminars (strategy, governance, finance, logistics and project management)
- IFRS/ other GAAPs training
- Training on management of investor relations