Peter Soh

Background

About Peter Soh

Founded Advise LLP to help entrepreneurs develop and strengthen their businesses. Utilize a strong team of lawyers, accountants, brokers, and financial advisors to meet the needs of these businesses utilizing strong core business and integrity ideas. Several accomplishments-Developed family offices for high net worth individuals ($20MM to 120MM) and their related companies with balanced scorecard to review risk management, taxes, estate planning, and long term strategic planning -Developed financial model and strategic plan for several Chinese, Taiwanese, and American multinational software firms including assistance in attaining financing -Established and developed financial management system and attained financing for a national event management company -Advised on sale of multinational software company to a multinational firm -Developed tax provision system meeting the standards of FIN 48, FAS 109, FAS 157 for a UK based aerospace conglomerate -Developed R&D tax credit and enterprise zone credit solutions for security contractor resulting in a 25% return on investment -Installed online accounting system for a nation-wide organic convenience store including managing IT, accounting, and construction contractors-Reviewed and managed job order costing system for a $100MM construction company-Interim CFO for aerospace, manufacturing, entertainment companies in Southern California. Specialties: Expertise in accounting, tax, and investment opportunities for high net worth individuals, and business strategy for growing businesses. Successfully provided due diligence to merger activities, divestitures, and buyouts. Investment expertise in life insurance, asset allocation, estate planning, and owner/shareholder liquidity issues. Strong relationships with multinational financing companies, hedge funds, private equity, commercial banks, and high net worth individuals.