Corporate financial advisory is the fee-based advisory business catering for the development of market and corporation requirements in recent years, which mainly includes financial advisory for large construction projects and for corporate merger and acquisition (M & A).
Financial advisory equals to the financial advisers who render financial services to clients. Financial advisers typically provide clients/customers with financial products and services, depending on the licenses they hold and the training they have had. For example, an insurance agent may be qualified to sell both life insurance and variable annuities. A broker may also be a financial planner. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They also provide some insight on savings.
"Financial advisor" is a generic term with no precise industry definition, and many different types of financial professionals fall into this general category. Stockbrokers, insurance agents, tax preparers, investment managers and financial planners are all members of this group. Estate planners and bankers may also fall under this umbrella.
What may pass as a financial advisor in some instances may be a product salesperson, such as a stockbroker or a life insurance agent. A true financial advisor should be a well-educated, credentialed, experienced, financial professional who works on behalf of his clients as opposed to serving the interests of a financial institution. Generally, a financial advisor is an independent practitioner who operates in a fiduciary capacity in which a client’s interests come before his own. Only Registered Investment Advisors (RIA), who are governed by the Investment Advisers Act of 1940, are held to a true fiduciary standard. There are some agents and brokers who try to practice in this capacity, however, their compensation structure is such that they are bound by the contracts of the companies where they work.
Generally speaking, the financial advisory services include:
Corporate finance: guide your financial transaction to a successful outcome.
Due diligence: assist you with acquisition due diligence and vendor due diligence.
Valuation: forecast the financial effects of a business restructuring or determine an asset value during this process. We assist you with the price allocation during an acquisition, or in understanding your own overheads and profits.
Business restructuring: help you with your business restructuring issues.
Contact Us
If you have further queries, don’t hesitate to contact Tannet anytime, anywhere by simply visiting Tannet’s website english.tannet-group.com, or calling Hong Kong hotline at 852-27826888 or China hotline at 86-755-82143422, or emailing to tannet-solution@hotmail.com. You are also welcome to visit our office situated in 16/F, Taiyangdao Bldg 2020,Dongmen Rd South, Luohu , Shenzhen, China.
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