Capital Markets Advisory · 10+ Years
60+ Transactions · Hong Kong Type 6 Licensed
Should You Take Your Company Public?
Most founders assume listing isn't for them. They're often wrong. I help you find out if it's right for where your business is now — and walk with you from restructuring to listing day.
Cross-border expertise across Hong Kong, NASDAQ & global markets · Specialist in growth-stage companies & self-made founders
Most Founders Who Dismiss Going Public Are Making That Decision Based on Assumptions That Aren't Accurate
Advisory Services
End-to-End IPO Advisory
From corporate restructuring through to listing day. One advisor. Full scope. Milestone-based fees aligned with your success.
Listing Strategy
Full listing, carve-out, or roll-up — identifying the right path based on your business structure, financials, and goals.
Corporate Restructuring
Building the shareholding structure, deciding what stays in the parent vs. the listing vehicle, and ensuring regulatory compliance across jurisdictions.
Financial Engineering
Ensuring the carved-out or consolidated entity meets target exchange financial thresholds — audit-ready, compliant, and positioned for approval.
Investable Narrative
Making the business story compelling to public market investors. The "sexy factor" that goes beyond meeting minimum requirements.
Investor Sourcing
For founders who need it: sourcing pre-IPO and listing investors through relationships built over a decade of cross-border deal work.
Professional Party Coordination
Sourcing and managing the full team: lawyers, auditors, sponsors, underwriters. One point of coordination through to listing.
Signing
$50K
Upon signing the advisory mandate
Post-Restructuring
$50K
After corporate restructuring is complete
Further Milestones
Based on scope
Tied to filing and listing milestones + equity
A 30-minute conversation to discuss your business, your numbers, and whether a listing path makes sense. No pitch. No pressure. Just clarity.
Who This Is For
→Founder-operators with profitable businesses ($2M+ net profit) — You built this yourself. No silver spoon, no corporate backing. Capital markets might feel far from where you started, but the ambition is there — and the numbers might be closer to qualifying than you think.
→Self-made founders exploring whether listing is right — You haven't decided yet. You're exploring. You want an honest conversation about what's possible, not a sales pitch from someone who needs your mandate fee.
→Companies considering NASDAQ or HKEX listing in the next 12–36 months — You're thinking ahead, not scrambling. The founders who engage an advisor early — before they think they're ready — almost always have a smoother, faster, and less expensive process.
→Businesses that may qualify through a carve-out or roll-up — Your parent company might seem too small for an IPO. But a single profitable business unit generating $750K+ in net income could qualify on its own. That's the conversation most founders have never had.
How It Works
Two conversations. Then a decision. No elaborate funnel. No paid diagnostic step.
Step 01
Strategy Call
A 30-minute conversation. You talk about your business. I listen, ask questions, and give you an honest initial read on whether there's a listing opportunity — and which structuring approach might work. If the carve-out concept is relevant, this is usually where the "aha moment" happens. Free. No obligation.
Outcome: Clarity on whether it's worth exploring further.
Step 02
Assessment Call
A deeper conversation about your business structure, financials, and potential listing candidates. I lay out the full cost — my fees plus lawyers, auditors, and sponsors — so you know exactly what you're signing up for. By the end, both sides know whether this is a real engagement.
Outcome: A clear-eyed view of what's possible and what needs to happen first.
Step 03
Advisory Mandate
If we're both aligned, we move forward together. Fees are structured around milestones — you pay as the deal progresses, not all upfront. This means we're financially aligned: I succeed when you succeed. We'll agree on scope and terms before anything begins, so there are no surprises.
Outcome: Your company on the path to public markets.
Free Resources
Tools & Guides for Founders
Whether you're exploring or ready to move — these are built for where you are right now.
Should You Take Your Company Public?
The real listing requirements, what it actually costs, and two structuring strategies most founders have never heard of.
Get the Free GuideExitPro — IPO Benchmarking
See how your company compares against successful IPOs. Research benchmarks, explore comparable listings, and assess your readiness.
Try ExitPro FreeThe 5-Minute Founder's Reset
A daily 5-minute audio practice for founders who know that how you show up matters as much as what you do.
Get the Free AudioReady to Have the Conversation?
A 30-minute strategy call to discuss your business, your numbers, and whether a listing path makes sense for where you are now. No pitch. No pressure. Just clarity.
Book Your Strategy CallType 6 Licensed · Hong Kong · Cross-Border Expertise