Advisory Services

At Windward, our advisory team combines deep industry expertise with a practical approach, providing tailored professional services to clients. We establish long-term, trusted partnerships and deliver timely, constructive advice to help businesses achieve their goals.

Our team integrates accounting expertise, industry insights, and client-specific needs to develop comprehensive solutions that support sustainable business growth and success.

IPO Advisory

Going public is a major milestone that requires cross-functional coordination. Having expert guidance throughout the process can significantly enhance efficiency and success.

With Windward’s capital markets specialists, we help clients navigate key IPO challenges. Our team possesses in-depth knowledge of major capital market regulations, ensuring comprehensive support during the listing process.

Typical IPO Readiness Assessment Covers:

Historical Financial Data & Investment Story
Key Listing Requirements & Potential Challenges
Transaction Structuring & Tax Optimization
Valuation Drivers & Risk Assessment
Corporate Governance Planning
Professional Advisor Coordination
Industry & Peer Benchmarking
Pre-IPO Valuation & Market Positioning

We provide end-to-end IPO advisory services, helping businesses successfully enter the capital markets and drive long-term growth.

Internal Control &
Risk Management

Our risk advisory team supports business leaders in achieving strategic goals by enhancing internal controls and mitigating risks.

Our Approach:

Strategic Long-Term Partnerships – We view every project as an opportunity to build lasting, value-driven alliances.
Customized Risk Solutions – Whether handling urgent risk assessments or multi-year advisory engagements, we provide high-quality, client-focused solutions.
Exceeding Expectations – We strive to deliver superior risk management strategies that enhance corporate resilience and operational efficiency.

Financial Due Diligence

Financial due diligence is a critical step in investment decisions, helping investors assess a target company’s financial health and risk exposure before proceeding with transactions.

Our Due Diligence Services Include:

Financial Statement & Data Analysis
Review of Statutory Records & Tax Compliance
Assessment of Key Agreements & Contracts
Related-Party Transactions Review
Site Visits & Asset Verification (if required)
Working Capital Analysis
Identification of Potential Liabilities & Unrecorded Obligations

Windward is committed to provide comprehensive due diligence services, enabling investors to make informed decisions while minimizing transaction risks.

Environmental, Social, and Governance (ESG) Reporting

The Hong Kong Stock Exchange (HKEX) requires all listed companies to submit an ESG report annually. ESG reporting enhances stakeholder transparency for investors, management, employees, and customers, while integrating sustainability initiatives into business operations to create long-term social value.

Our ESG specialists provide expert guidance to help businesses comply with HKEX ESG reporting guidelines and enhance their sustainability practices.

Our ESG Services Include:

Stakeholder Engagement & Needs Analysis
ESG Report Verification & Assessment Support
Carbon Emissions Calculation & Disclosure
Social Responsibility, Impact Investing & Green Finance Advisory

Windward help businesses improve ESG performance, drive sustainable growth, and create lasting value for society and the environment.