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Stephen Chan

CFO

Stephen Chan brings over 40 years of business expertise and 27+ years as a CFO in Markham, with distinguished professional accounting designations across Canada, the U.S., and the U.K. With a track record of success spanning multiple sectors—including manufacturing, automotive, real estate, fintech, MedTech, green energy, telecom, eCommerce, and more—Stephen has partnered with multinational corporations (MNCs), public companies, and startups to drive strategic growth and financial excellence.

His extensive experience includes leading high-impact initiatives in M&A, SPACs, CPCs, IPOs, RTOs, corporate finance, ESG strategy, and business turnarounds. A recognized expert in scaling businesses, managing complex financial structures, and crafting global growth strategies, Stephen excels in delivering results that foster innovation, profitability, and sustainable success.

Stephen-Chan

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.

Sector Experience

  • 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

Stephen's specialist skills

Strategic Thinker

Strategic & business planning to help Owners to achieve their passion & mission

Exit Planning

Evaluate various means to exit by sale, public listing via IPO, CPC & SPAC RTO

M&A Specialist

Expand, diversify & grow via local & global vertical & horizontal integrations

Profit Improvement

Evaluate, analyze & improve every line on P&L i.e. Revenue, Cost, Expense & Tax

Corporate Finance

Identify needs & area of improvements & take actions from liquidity to valuation

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