Australia
Belgium
Canada
China
Germany
Hong Kong, China
India
Ireland
Italy
Netherlands
New Zealand
Singapore
South Africa
United Kingdom
USA
Stephen Chan In 60 Seconds...
Stephen has 40+ years in business and 27+ years as a CFO in Markham with professional accountant designations in Canada, US, and UK, including 25+ years helping MNCs, public companies, and startups in manufacturing, auto, real estate, NBFI, hi-tech, fintech, MedTech, green energy, telecom, mobile phone, eCommerce, social enterprise, and other industries. Stephen’s strengths include M&A, SPAC, CPC, IPO, RTO, Corp Finance, ESG, turnaround, growth, and globalization strategy.
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
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
Looking For Something Specific?
Tell us what you're looking for and in as little as 48-hours of contacting us, we'll arrange a meeting with a Fractional CFO from our team of 100+ who has the experience you need to help you achieve the numbers that really matter to you. Let us save you (valuable) time searching. Contact us.