English website pages are available. Books, papers and formal documents remain Chinese sources.
S04 / LISTING & ACQUISITION ADVISORY
Listing Strategy & Listed-entity Acquisition
From path judgment, subject screening to transaction and delivery,
Organize corporate goals, control rights and assets into the same work plan.
Start an informed capital decision with a clear scope of work.
From a goal to a set of implementation arrangements.
Compare working path and preparation conditions
Screen candidate targets and organize due diligence
Acquisition structure, authorization and governance
Delivery, asset arrangements and follow-up plans
01 / WHERE YOU START
Based on the current stage of the company, choose the work to discuss first.
I hope to compare independent listings, acquisitions of listed entities and related transaction arrangements to determine which path is worthy of further research.
Discuss path selectionWe hope to establish a screening logic around the industry direction, subject conditions and control rights objectives to find candidates worthy of due diligence.
Discussion subject screeningIt is hoped that due diligence, negotiation, acquisition structure, governance adjustment and asset arrangement will be organized into a work plan with division of labor and nodes.
Discuss transaction advancement02 / COMPARE THE PATHS
Different paths have different preparation priorities. The purpose of comparison is to provide a better basis for the next step.
Starting from business, financial, governance and capital objectives, discuss the preparation direction for independent listing, as well as the professional institutions and work scope that need to be coordinated.
Discuss adaptation conditionsTaking the industry direction and demand for control rights as the starting point, we organize the screening of candidate entities, comparison of transaction conditions, due diligence and negotiation to provide a basis for acquisition decisions.
Discuss adaptation conditionsFocus on the proposed business portfolio, collaboratively study asset arrangements, transaction structures, governance adjustments and declaration matters, and clarify the work connection before and after the transaction is completed.
Discuss adaptation conditionsThe above comparison focuses on different work links, and the acquisition of control rights and reverse mergers may be connected in the same project. Public trading, entity acquisition and exchange listing need to be assessed separately based on the target market.
03 / SCOPE & DELIVERABLES
Select the service stage according to the needs of the enterprise, and agree on documents, responsibilities and promotion conditions at launch.
Put business objectives, capital needs and existing conditions of the enterprise together to form a path comparison that can be used for management discussions.
Path comparison and preliminary judgment
Phased Work Plan & Materials Checklist
The enterprise confirms capital targets, work direction and scope of the next stage.
Focus on industry matching, subject conditions, equity and control rights requirements, organize resource screening of listed entities, and clarify the reasons for entering due diligence.
Candidate subject comparison record
Screening opinions and issues to be verified
The enterprise recognizes the candidate direction and authorizes due diligence within the agreed scope.
Collaborate with legal, auditing and other professional institutions to carry out special work, collect issues, follow up with supplementary information, and organize discussions on transaction conditions.
Due diligence question list and follow-up records
Negotiation points and transaction document coordination records
Discuss significant matters fully and connect professional advice with enterprise decisions.
Research the equity, voting rights, governance seats and capital structure around the proposed transaction, and collaborate with professional institutions to clarify implementation conditions.
Discussion Paper on Acquisition Structure and Control Arrangements
Transaction conditions, responsibilities and node list
The enterprise and all parties to the transaction confirm the terms and relevant authorization and prerequisites are met.
Organize delivery matters around formal transaction arrangements, connect the board of directors, management and entity governance adjustments, and follow up on the work progress of all parties.
Delivery work list and coordination records
List of governance adjustments and follow-up matters
All parties shall confirm the completion of delivery and governance matters according to the agreement.
Focus on operating assets and business arrangements, collaboratively study the loading path, capital structure and subsequent implementation matters to form the work interface for the next stage.
Discussion paper on asset preparation and loading arrangements
Next phase implementation and service connection plan
Assets and business arrangements have undergone necessary review and will be advanced as otherwise agreed.
Adjust sequence and scope to the project. Relevant professional institutions and transaction parties complete specialized opinions, formal transaction documents and procedures under their agreements.
04 / ROLES & COLLABORATION
Service value comes from judgment, organization and coordination.
Clear responsibilities allow enterprises to continuously control decision-making and implementation progress.
Clarify operating and capital goals, provide true and complete information, make business decisions and complete necessary authorizations.
Corporate information, authorization and decision-making, and confirmation of transaction terms.
Path research, candidate screening, acquisition structure discussion, coordination of due diligence, negotiation, delivery and progress of all parties.
Path plan, comparison record, work plan and coordination list.
Responsible for legal, auditing, taxation, securities declaration and other special review or handling matters within the scope of authorization.
Opinions, reports and official documents issued by appropriate agencies.
START WITH A CLEAR SCOPE
Services can be delegated in stages. Based on the company's conditions and existing work, determine the starting point, delivery, person in charge, and advancement nodes.
06 / BEFORE WE START
For enterprises with business or industry foundations comparing listing paths, enterprises preparing to acquire a listed entity, and teams with a target needing due diligence, negotiation and closing coordination. Confirm entity, target market, assets and goals before defining scope.
The acquisition of listed entities focuses on transactions and the acquisition of control rights; reverse mergers and acquisitions involve the combination of operating businesses and related entities and subsequent arrangements. The two may be connected in the same project, but the required conditions, professional review and work content should be confirmed separately. Independent listings have different preparation paths and cannot be replaced by the same implementation plan.
Entity acquisition, public trading and exchange listing are different matters. Enterprises need to confirm the applicable access, review, reporting and disclosure arrangements based on the target market and specific transactions. Consulting services provide path research and implementation coordination. The listing or transaction results are jointly determined by corporate conditions, transaction parties and related reviews.
Reference: SEC Public Statement on Shell Company TransactionsAdvisers handle pathway research, resource screening, proposal discussion and coordination. Authorized professional institutions provide legal opinions, audits, securities filings and other specialist work. The enterprise supplies complete and accurate materials, authorization and business decisions. Define responsibilities at the outset.
First confirm the enterprise conditions, required stages and the division of labor between professional institutions, and then agree on the consultant's work scope, fees and implementation nodes. Advisory service fees, acquisition consideration, transaction fees and third-party professional fees are discussed separately. The cycle is affected by data preparation, due diligence, transaction conditions and delivery arrangements, and should be subject to the project work plan.
S04 can be carried out as an independent consultancy service. If securities tokenization, technology platform, financing consulting or investor relations services are required in the future, products and services can be combined according to business objectives, and delivery, responsibility and expenses can be confirmed respectively.
LET’S PLAN THE NEXT STEP
First explain what stage you are at, what you already have, and what you hope this service can help you solve.
Cooperation email: info@weitengfei.com
You can attach the downloaded demand form, or copy the content into the body of the email, check and send it yourself. The request will not be sent automatically when it is generated.
READY FOR A DISCUSSION
Download after verification as a draft for subsequent communication.
The message has not been sent yet.
Cooperation email: info@weitengfei.com
You can attach the downloaded demand form, or copy the content into the body of the email, check and send it yourself. The request will not be sent automatically when it is generated.
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