Our Team, System and Advantage

Valtech has obtained ISO 9001 Certification in valuation advisory, risk consulting and research services. Valtech provides all-round valuation and consulting services including business valuation advisory, expected credit loss valuation, property valuation, mining valuation and valuation for other assets. Valtech also provide internal control review and transaction advisory services. Our team is experienced in serving listed companies, private equity and companies working for IPO. We were formed by a team of professionals with diversity of expertise and experience.  Besides, Valtech team has hand-on experience in valuing specialized assets such as biological assets and mineral assets.

Do you know how Valtech is Different?

Differentiated from its peers, Valtech develops in-house database and application for sustainable development. It is the main reason why Valtech is growing fast. Also, each Valtech’s engagement is managed by a qualified CPA (usually and CFA), providing extra value-added advice to clients who are usually the finance team, financial controller or CFO of the company.
All of our professional team members hold one or more of the following professional designations:
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)
  • Member of Royal Institution of Chartered Surveyors (MRICS)
  • Member of The Hong Kong Institute of Surveyor (HKIS)
  • Registered Professional Surveyors (RPS) in the General Practice Section
  • Certified Internal Auditor
  • Master of Finance
  • Master of Corporate Governance
  • Master of Statistics
  • Master of Environmental Engineering
  • Master of System Engineering and Engineering Management
System & Advantages
Today’s technology has made it easier than ever for businesses and organizations to accumulate data on a massive scale. Our team has started incorporating technology and data analytics into valuation progressively. The whole project will be divided into phases and we will position our system in line with the big data collected and the market demand. At phases 1, we will focus on the following areas in our business services and deliver state-of-the-art valuation advice.
Valtech all round valuation services
Valtech Team, System and Advantage

More about Our Leaders

Max Tsang
Director
CPA, CFA, FRM, MRICS, MStat, Accredited in Business Valuation (ABV) by AICPA
ABVCFA ESG
Max has over 10 years of experience in the valuation and transaction advisory industry. He has played a leading role in many prominent valuation projects including valuation of global luxury brands, World Bank funded utility projects, oil and gas extraction projects in the United States and Canada, infrastructural projects under build-operate-transfer model, solar and wind power plants, banks, logistic hub in Singapore, a toll road in the United Kingdom, a container port in Brazil and a premium food manufacturer in Spain.

Highlights of valuation expertise:

  • Expert witness or expert report for litigation cases,

  • Science and technology development companies and pre-revenue/profit company, along with government or university-led top science and technology projects,

  • Pre-IPO valuation for restructuring, share based payments and expected credit loss assessment,

  • Valuation of overseas projects for State-owned Assets Supervision and Administration Commission of the State Council (SASAC) filing in the PRC,

  • Valuation of Private Equity / Venture Capital funded projects and startups looking for funding from investors (including biotech, blockchain and technology startups)

  • Biological assets valuation,

  • Valuation accordance with VALMIN Code and Chapter 18 of listing rules for mineral companies,

  • Valuation of financial instruments and structured derivatives,

  • Valuation of investment portfolio for private equity in accordance with IFRS 9.

The valuation reports prepared by Max have been regularly referenced by Hong Kong listed companies in their circulars, including companies in agriculture, retail, mining, internet, automobile, education, financial services, multimedia, internet, real estate, property management, entertainment, electronic equipment and infrastructural sectors.

Max obtained a Master’s Degree in Statistics from the University of Hong Kong and Bachelor Degree in Business (Finance) from the Chinese University of Hong Kong. Max holds the designations of Certified Public Accountant, Chartered Financial Analyst, Financial Risk Manager and Chartered Valuation Surveyor from Royal Institution of Chartered Surveyors.

Jimmy Wong
Director
CPA, CFA, FRM, MFin, Accredited in Business Valuation (ABV) by AICPA
ABV

Jimmy has over 10 years of experience in the professional advisory industry, with a focus on providing independent valuation opinions, value consulting and cross-border transfer pricing services. Before joining Valtech Valuation, he has served PricewaterhouseCoopers Hong Kong and another sizable valuation advisory firm in Hong Kong.

Jimmy has advised his clients from a wide industry spectrum, such as state-owned utility conglomerate, global energy group, century-long retail chains, renowned media group, tech start-ups. He has advised on technical issues under various valuation contexts, including:

  • Statutory IFRS audits on listed entities, private groups and startups (e.g. startups of HKSTP LEAP programme),

  • Quarterly NAV reporting of private capital funds,

  • Pre-IPO preferred shares and employee incentive schemes,

  • Independent opinion on acquisitions and disposal for public disclosure,

  • Strategic restructuring, quantifying damages under legal disputes, fund raising and tax compliance.

Jimmy holds the designations of Certified Public Accountant, Chartered Financial Analyst and Financial Risk Manager. He obtained his Master’s degree in Finance (Investment Management) from the Hong Kong University of Science and Technology. Jimmy was inducted as a lifetime member of the Beta Gamma Sigma Honour Society.

Marvin Wong
Director

CPA

Marvin has over 10 years of experience in the professional service industry, including auditing, internal control advisory, financial due diligence, and with a focus on business valuation services.

Marvin is experienced in performing business valuation for State-owned enterprises, private and public companies. He provides valuation services mainly to support the purpose of financial reporting, mergers and acquisitions, tax filing and fund raising. He has performed valuation of projects for State-owned Assets Supervision and Administration Commission of the State Council (SASAC) filing in the PRC, listed companies’ circular filing in Hong Kong and Singapore.

He has earned valuation experience in industries including but not limited to food and beverage, education, financial service, hotel, toll road, mining, ship building, pharmacy, agriculture, trading, e-platform, marketing, person-to-person microlending, waste management, intelligent parking, etc.

He is also experienced in intangible asset valuation including customer relationship, trademark, franchise agreement, mining right, patent, distribution network and concession right.

Keith Lui
Director
CFA, FRM, BSc in Quantitative Finance & Risk Management

Keith has been dedicated to the field of professional valuation, providing clients with diversified and tailor-made professional valuation services since 2013. He has offered consultancy services to entities of various scales, including listed and private companies, large state-owned enterprises, private equity and venture capital funds. The valuation services demanded include financial reporting, listing, mergers and acquisitions, fundraising and joint ventures, as well as preparation work for expert witness participation in litigation.

His industry experience spans biomedicine, cryptocurrency and digital assets, internet and media, securities and asset management, consumer goods, heavy industry, utilities, infrastructure, shipping, forestry, mineral industry, education, and non-profit organizations.

He has provided valuation opinions for state-owned enterprise acquisitions of Brazilian logistic ports; offered valuation opinions during the Hong Kong listing process for a Chinese-funded funeral service company, ensuring necessary listing procedures; provided complex financial model calculations for state-owned enterprise bids on Sri Lankan public utility construction and operation projects, determining bidding prices that meet required returns, becoming one of the finalists; and provided valuation opinions for Chinese oil company joint venture oil field projects in Kyrgyzstan.