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What Are The Main Tasks Of Financial Advisors?

2010/12/9 10:39:00 89

Finance

Consultancy business

Financial consultant business refers to the professional financial consulting company, based on the needs of customers, from the perspective of customers, making use of the company's products and services and other social resources, to make financial planning and design for the economic activities such as daily operation and management, financial management and external capital operation.

According to the financial advisory services and services provided by the two sides, they serve as financial advisers of enterprises and provide paid consultancy financial services to enterprises directly providing daily consulting services and special consultancy services.

Financial advisers differ in their job responsibilities and service contents in various companies, but the financial consultant's work flow is as follows:

Specific work of financial advisors

The work of financial advisors

main

It includes the following aspects:

1, due diligence, write the feasibility report of Party A's share reform.

2, draw up the shareholding structure of Party A and the establishment plan of stock company.

3, draw up the financial adjustment plan of Party A;

4. Assist the selection of intermediaries such as auditing, assessment, lawyers, etc. to complete the required audit, evaluation and legal reports.

5, help select sponsors (counselling broker), provide

list

Former financial advisory services.

How to choose financial advisers

The conditions for choosing the right financial advisor in the process of enterprise stock reform and listing are as follows:

1. Familiarity with the characteristics of domestic and foreign capital markets, listing rules and specific details of each link;

2, have the professional ability to perform due diligence, be good at exploring the potential advantages of enterprises, and be able to put forward the overall plan of stock reform and listing in line with the basic requirements of international and domestic capital markets.

3, having enough business network and cooperative relationship, we can select suitable intermediary agencies, such as sponsors, underwriters, lawyers, accountants, etc. according to the characteristics and requirements of enterprises.

4, provide long-term consultancy services, not just immediate interests, for the long-term development of enterprises, grow together with enterprises, provide a complete, systematic, long-term strategic plan and corresponding financial advisory services, and be able to provide analysis and corresponding independent opinions to the enterprises in the near future and future development.

5, with rich experience in practice, it can provide various solutions for enterprises when they encounter various difficulties in the process of stock reform and listing.

6, good performance, reasonable charges, customers have a good reputation.