培訓課程及研討會
網絡研討會 - (課程編號 2225) M&A: How to conduct Financial Due Diligence and Business Valuation?
活動編號
Code 2225 (26 June 2025)
活動重點

This 1.5-hour introductory course provides a foundational understanding of how to approach financial due diligence (FDD) and business valuation within the context of mergers and acquisitions (M&A). Designed for beginners, this session covers the key components and importance of these processes.

1.   Overview of the M&A Cycle

-     An introduction to the main stages of an M&A process.

-     Understanding the goals and actions at each stage.

2.   Basics of Financial Due Diligence (FDD)

-     What FDD involves and why it is essential in M&A transactions.

-     The key areas investors expect to see in an FDD report.

-     A brief look at potential follow-up actions once the FDD report is accepted.

3.   Introduction to Business Valuation

-     Why valuation is a crucial step in M&A.

-     Overview of common valuation approaches and how to choose the right one.

-     Identification of key value and cost drivers

-     A discussion on the importance of sensitivity and scenario analysis and cross check.

 

* Light refreshments will be available for those attending in person. *

 

下載宣傳單張

講者

Mr. Wiley Pun

Partner of Advisory, Grant Thornton Hong Kong

 

Wiley has more than 16 years of experience in the valuation of companies, intangible assets, and financial instruments in Hong Kong, China, and overseas for various purposes. Prior to joining Grant Thornton, Wiley was the Director and Head of the Business and Financial Instrument Valuation practice in Savills Valuation and Professional Services Limited. He was the Course Director of the Business Valuation Programme of the HKICPA, and an advisor in the Cyberport Professional Service Network service clinic.

 

Wiley is a member of the New Economy Committee and Vice Chairman of the Business Valuation Committee of the HKiNEDA. He is a recognised expert in business valuation and is a member of the Steering Committee of the Business of IP Asia Forum hosted by the HKTDC and a member of the IP Trading and Financing Working Group of the HKGCC. Wiley is also an Executive Committee member of the Young Executives Club of HKGCC, a Committee member of the China Committee of HKGCC, and a Council member of HKiNEDA.

 

Ms. Polly Wong

Director of Transaction Advisory, Grant Thornton Hong Kong

 

Polly has over 10 years of experience in forensic investigation, business valuation, financial due diligence, and auditing, equipped with knowledge in both Hong Kong and Singapore listing rules. She has provided financial services for various listed companies in Hong Kong, Singapore, and the PRC. Polly has been involved in numerous forensic investigations involving asset misappropriation, shareholder disputes, and financial fraudulence. Prior to joining Grant Thornton, Polly worked at a Big Four firm with the audit practice.

 

Other than audit experience in Hong Kong, Polly also has audit experience in Singapore, Shanghai, and Beijing through secondment opportunities. She has served a variety of industries, including power generation, logistics, trading and retail, and construction.

日期
2025-06-26
時間
06:30 PM - 08:00 PM
地點
Zoom直播
語言
廣東話
CPD時數
1.5 小時
費用
正式會員* HK $150
附屬會員 HK $150
學生會員 HK $150
正式會員之僱員 HK $150
非會員 HK $250
*正式會員包括資深會員、普通會員及境外會員。
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