Stephen Chan In 60 Seconds...
40-yrs in business, 27-yrs as a CFO in Markham with professional accountant designations in Canada, US & UK. For 25+ years, Stephen has helped MNC, publico & startups in manufacturing, auto, real estate, NBFI, hi-tech, fintech, medtech, green energy, telecom, mobile phone, eCommerce, social enterprise & other industries. Stephen’s strengths include M&A, SPAC, CPC, IPO, RTO, Corp Finance, ESG, turnaround, growth & globalization strategy.
Strategic & business planning to help Owners to achieve their passion & mission
Evaluate various means to exit by sale, public listing via IPO, CPC & SPAC RTO
Expand, diversify & grow via local & global vertical & horizontal integrations
Evaluate, analyze & improve every line on P&L i.e. Revenue, Cost, Expense & Tax
Identify needs & area of improvements & take actions from liquidity to valuation
Track Record Highlights
- Marshaled globalization, M&A & improve valuation 10X in 4 years by local & global expansions, diversifications, vertical & horizontal integrations and improving every line on the financial statements.
- Led listing on Nasdaq via SPAC in 1 year via pre-list preparation, reorganization, GAAP conversion, reporting, SOX compliance, negotiate share exchange, vie & other agreements, SEC inquiries & filing.
- Ushered turnover & resumption in 1 year by reorganization, improvement on financial reporting, budgeting & forecast, internal control, cash flow, compliance, corporate governance & external relations.
- Conducted IPO, RTO & corp finance via corporate restructuring, negotiation, pre-IPO activity, strategic & business plan, investor relation, budgeting, fund raising, corporate governance & compliance.
- Steered Social impacts, environmental impacts & ESG reporting for corporation, social enterprise & NGO by supporting betterments for environment, social responsibility & humanity in various sectors.
- Led ERP implementation including SAP, SAP B1 & various software by working with stakeholders, management & IT to identify requirements to ensure goals are met efficiently, effectively & economically.
- Helped founders, owners & stakeholders to achieve their passion & mission timely via strategic & business planning, organizational structure, MIS, external relations, corporate finance & tax planning.
- Manufacturing, Transport & Logistics - Hi-Tech, Mobile Phone, Li-ion Battery, Solar, Automotive & Fleet Management
- TMT - Telecom, Fiber Optics, Wireless, Mobile Phone Components & GPS Vehicle Tracking
- Banking & Financial Services - NBFI including Microfinance, Leasing, Mutual Fund Back Office
- Property & Real Estate - Land Servicing, Developers, Construction, Property Management
- Mining, Resources & Energy - Mining & Mineral, Green & Renewable Energy
- Not – For – Profit - Global LED Lighting Standard, World Affordable Housing to improve ESG & Humanity
- Technology, SAAS, Healthcare
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