Shangpu Consulting: Necessary Conditions and Advantages of National Manufacturing Individual Champion Proof-Shangpu Consulting Company

Your location:Home Page > About Us > Expert opinion > Commercial/Investment due diligence > Cao Jie >

如何避免商业尽调咨询的常见错误和陷阱

2024-07-18 17:18:08 来源：尚普咨询浏览量：0

一、信息不对称

信息不对称是指在商业尽调咨询的过程中，咨询机构和目标企业或项目之间存在着信息的不平衡和不透明，导致咨询机构无法获取完整、准确、及时的信息，从而影响咨询的质量和效果。信息不对称的原因可能有以下几种：

目标企业或项目故意隐瞒或歪曲信息，以掩盖其不利的方面，或者提高其估值和议价能力。

目标企业或项目由于管理不规范或不一致，导致其提供的信息不规范或不一致，如财务报表不符合国际会计准则、合同格式不统一、证件编号不匹配等，从而给咨询机构带来理解和比较的困难。

目标企业或项目由于保密或敏感的原因，拒绝或限制咨询机构获取某些关键的信息，如核心技术、战略规划、重要客户和合作伙伴等，从而使咨询机构无法全面评估其商业价值和潜力。

咨询机构由于时间、成本、人力等资源的限制，无法对目标企业或项目的所有信息进行充分的收集、验证和分析，从而导致信息的不完整和不准确。

为了应对信息不对称的问题，咨询机构可以采取以下的策略和方法：

在签订咨询合同之前，与目标企业或项目进行充分的沟通和协商，明确咨询的目的、范围、内容、方法、标准、时间、费用等，以及双方的权利和义务，尽量减少信息的不确定性和不一致性。

在进行咨询工作之前，制定详细的信息收集计划，确定信息的来源、类型、方式、频率、负责人等，以及信息的验证和整理方法，确保信息的有效性和可靠性。

在进行咨询工作期间，采用多渠道、多角度、多方法的信息收集方式，如访谈、调研、观察、实地考察、数据分析等，以及利用第三方的专业服务，如市场调研机构、行业专家、律师、会计师等，以弥补信息的不足和不平衡。

在进行咨询工作之后，对收集到的信息进行归纳、整理、分析和评估，以及与客户进行反馈、沟通和讨论，以消除信息的歧义和误解，以及解决信息的矛盾和冲突。

二、市场预测

市场预测是指在商业尽调咨询中，对目标企业或项目所处的市场环境、发展趋势、增长潜力等进行预测和评估，以帮助客户判断其商业前景和投资回报。市场预测的难点在于：

市场环境的复杂性和多变性，导致市场预测的不确定性和不稳定性，如政策变化、技术创新、消费需求、竞争格局等都可能对市场产生重大的影响和变化。

市场数据的缺乏和不准确，导致市场预测的不充分和不可靠，如某些新兴市场或细分市场的数据可能不完善或不公开，或者存在着数据的滞后、失真、偏差等问题。

市场预测的方法和模型的局限性和不适用性，导致市场预测的不合理和不准确，如某些传统的市场预测方法和模型可能无法适应某些特殊的市场特征和规律，或者存在着一些不合理的假设和参数。

为了应对市场预测的难点，咨询机构可以采取以下的策略和方法：

在进行市场预测之前，对目标企业或项目所处的市场进行充分的了解和分析，明确市场的定义、划分、结构、规模、增长率、利润率、驱动因素、影响因素等，以及市场的历史、现状和未来的发展趋势和变化趋势。

在进行市场预测期间，采用多种数据来源、多种预测方法、多种预测情景的组合方式，以提高市场预测的全面性和灵活性，如利用官方数据、行业数据、第三方数据、专家意见等，以及运用定量方法、定性方法、类比方法、情景分析方法等，以及考虑最优情景、最差情景、最可能情景等。

在进行市场预测之后，对预测结果进行检验和评估，以及与客户进行分享和讨论，以提高市场预测的合理性和准确性，如利用敏感性分析、假设检验、误差分析等，以及与客户沟通预测的假设、方法、结果、意义、风险等。

三、竞争分析

竞争分析是指在商业尽调咨询中，对目标企业或项目所面临的竞争对手的类型、数量、规模、优势、劣势、战略、行为等进行分析和评估，以帮助客户了解其在市场中的竞争地位和竞争力。竞争分析的难点在于：

竞争对手的识别和选择，导致竞争分析的不完整和不重点，如某些潜在的竞争对手或替代品可能被忽视或低估，或者某些不相关的竞争对手或产品可能被过度关注或高估。

竞争对手的信息的获取和分析，导致竞争分析的不准确和不深入，如某些竞争对手的信息可能难以获取或不可信，或者存在着信息的滞后、失真、偏差等问题，或者某些竞争对手的信息可能过于复杂或模糊，或者存在着信息的多样性、不一致性、变化性等问题。

竞争对手的评估和比较，导致竞争分析的不客观和不有效，如某些竞争对手的评估和比较可能受到主观的偏见或情感的影响，或者存在着评估和比较的标准、方法、指标、权重等的不合理或不一致。

为了应对竞争分析的难点，咨询机构可以采取以下的策略和方法：

在进行竞争分析之前，对目标企业或项目的竞争环境进行充分的了解和分析，明确竞争的定义、层次、范围、维度、要素等，以及竞争的历史、现状和未来的发展趋势和变化趋势。

在进行竞争分析期间，采用多种竞争对手的识别和选择方法，以提高竞争分析的完整性和重点性，如利用市场份额、增长率、利润率、产品相似度、客户重叠度、渠道覆盖度、技术依赖度等，以及运用波特五力模型、价值链分析、战略群分析、蓝海战略等。

在进行竞争分析期间，采用多种竞争对手的信息获取和分析方法，以提高竞争分析的准确性和深入性，如利用公开信息、非公开信息、直接信息、间接信息、定量信息、定性信息等，以及运用SWOT分析、PEST分析、VRIO分析、核心竞争力分析、价值主张分析等。

在进行竞争分析之后，采用多种竞争对手的评估和比较方法，以提高竞争分析的客观性和有效性，如利用基准分析、差异分析、优劣势分析、占优策略分析、竞争地图分析、竞争优势分析等，以及与客户沟通评估和比较的结果、意义、建议、风险等。

四、商业模式评估

商业模式评估是指在商业尽调咨询中，对目标企业或项目的商业模式，即其如何创造、传递和获取价值的逻辑和机制进行分析和评估，以帮助客户了解其商业可行性和可持续性。商业模式评估的难点在于：

商业模式的复杂性和多样性，导致商业模式评估的不统一和不标准，如不同的行业、领域、市场、企业或项目可能有着不同的商业模式，或者同一种商业模式可能有着不同的实施方式和效果。

商业模式的创新性和变革性，导致商业模式评估的不稳定和不可预测，如某些新兴的商业模式或创新的商业模式可能打破了传统的商业模式的规则和范式，或者某些商业模式可能随着市场的变化和客户的需求而不断的调整和优化。

商业模式的评估和比较，导致商业模式评估的不客观和不有效，如某些商业模式的评估和比较可能受到主观的偏见或情感的影响，或者存在着评估和比较的标准、方法、指标、权重等的不合理或不一致。

为了应对商业模式评估的难点，咨询机构可以采取以下的策略和方法：

在进行商业模式评估之前，对目标企业或项目的商业模式进行充分的了解和分析，明确商业模式的定义、要素、类型、特征、优势、劣势、适用性等，以及商业模式的历史、现状和未来的发展趋势和变化趋势。

在进行商业模式评估期间，采用多种商业模式的分析和评估方法，以提高商业模式评估的统一性和标准性，如利用商业模式画布、商业模式轮盘、商业模式评分卡、商业模式测试等，以及运用收入模式分析、成本模式分析、利润模式分析、价值模式分析等。

在进行商业模式评估期间，采用多种商业模式的创新和变革方法，以提高商业模式评估的稳定性和可预测性，如利用商业模式创新的四种模式、商业模式创新的五种路径、商业模式创新的八种方法等，以及运用最小可行产品、敏捷开发、精益创业等。

在进行商业模式评估之后，采用多种商业模式的比较和选择方法，以提高商业模式评估的客观性和有效性，如利用商业模式的四种评价标准、商业模式的五种选择原则、商业模式的六种选择工具等，以及与客户沟通比较和选择的结果、意义、建议、风险等。

五、风险识别

风险识别是指在商业尽调咨询中，对目标企业或项目所面临的可能导致损失或失败的不确定的事件或情况进行识别和分析，以帮助客户了解其风险程度和风险影响。风险识别的难点在于：

风险的来源和类型，导致风险识别的不完整和不重点，如某些内部的风险或外部的风险可能被忽视或低估，或者某些不相关的风险或微小的风险可能被过度关注或高估。

风险的概率和影响，导致风险识别的不准确和不深入，如某些风险的发生概率或影响程度可能难以估计或不可信，或者存在着概率或影响的滞后、失真、偏差等问题，或者某些风险的概率或影响可能过于复杂或模糊，或者存在着概率或影响的多样性、不一致性、变化性等问题。

风险的应对和控制，导致风险识别的不客观和不有效，如某些风险的应对和控制可能受到主观的偏见或情感的影响，或者存在着应对和控制的标准、方法、指标、权重等的不合理或不一致。

为了应对风险识别的难点，咨询机构可以采取以下的策略和方法：

在进行风险识别之前，对目标企业或项目的风险环境进行充分的了解和分析，明确风险的定义、来源、类型、特征、影响、适用性等，以及风险的历史、现状和未来的发展趋势和变化趋势。

在进行风险识别期间，采用多种风险的识别和选择方法，以提高风险识别的完整性和重点性，如利用风险清单、风险矩阵、风险地图、风险识别工具等，以及运用风险识别的四种方法、风险识别的五种技术、风险识别的六种步骤等。

在进行风险识别期间，采用多种风险的概率和影响评估方法，以提高风险识别的准确性和深入性，如利用风险概率分布、风险影响矩阵、风险敏感性分析、风险期望值分析等，以及运用风险概率和影响评估的四种方法、风险概率和影响评估的五种技术、风险概率和影响评估的六种步骤等。

在进行风险识别之后，采用多种风险的应对和控制方法，以提高风险识别的客观性和有效性，如利用风险应对策略、风险控制计划、风险控制工具等，以及运用风险应对和控制的四种策略、风险应对和控制的五种技术、风险应对和控制的六种步骤等，以及与客户沟通应对和控制的结果、意义、建议、风险等。

Conclusion

商业尽调咨询是一项专业的、复杂的、重要的咨询服务，其目的是为客户提供全面、深入、客观的商业分析和评估，以帮助客户做出明智的决策。商业尽调咨询中存在着许多可能导致失败或损失的错误和陷阱，如信息不对称、市场预测、竞争分析、商业模式评估和风险识别等。为了避免这些错误和陷阱，咨询机构需要采取相应的策略和方法，以提高商业尽调咨询的效率和质量，从而为客户创造更大的价值。

Consulting Services

economic database

Brand Rankings

User evaluation

Champu Consulting-Market Research & Consulting China Pioneer

immediate consultation

On July 05, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "In-process Plastic Market Research Project in the Automotive Sector. The customer said: The project report completed by Shangpu Consulting in cooperation with our company is due to the wide range of projects and strong professional products. Thank you very much for the professional and detailed market research report of Shangpu Consulting. I look forward to cooperating again next time and wish Shangpu Consulting by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 05, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "Research Project of the Network Designated City Transport Company. The customer said: The market research project provided by Shangpu Consulting for our company has provided us with a valuable reference basis for objectively evaluating the current market situation of the industry and achieved the expected goal. I also wish Champ Consulting the development of by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for "A Brand Sales Leading Research Project in the Water Purifier Industry. The customer said: The market research project provided by Shangpu Consulting for our company has provided us with a valuable reference basis for objectively evaluating the current market situation of the industry and achieved the expected goal. I also wish Champ Consulting the development of by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
July 07, 2020, Shangpu Consulting received a satisfaction evaluation sheet from the customer's "Lithium Battery Enterprise Sales Strategy and Production Cost Research Project. The customer said: The market research project provided by Shangpu Consulting for our company has provided us with a valuable reference basis for objectively evaluating the current market situation of the industry and achieved the expected goal. I also wish Champ Consulting the development of by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "Coal Mine Tunnel Drilling Rig Market Share Proof Project. The customer said: The survey plan of Shangpu Consulting is rigorous in design, scientific in method, standardized and rigorous in survey organization process, and basically reliable survey data, which provides relatively credible first-hand information for our research work. The research results are of great help to our company to understand the whole picture of the industry. Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from a customer for "A Brand in an Industry Leading Sales Research Project for Three Consecutive Years. The customer said: The survey plan of Shangpu Consulting is rigorous in design, scientific in method, standardized and rigorous in survey organization process, and basically reliable survey data, which provides relatively credible first-hand information for our research work. The research results are of great help to our company to understand the whole picture of the industry. Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "China Bird's Nest Industry Market Ranking Research Project. The customer said: has cooperated many times, as always satisfied, also recommend to other enterprises cooperation. Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 09, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for a hazardous waste treatment research project. The customer said: this is the organizational structure of the survey, the service process is very good, wish your company's consulting work is getting better and better, look forward to the next cooperation. I wish users a prosperous career, evergreen foundation!
On July 16, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the Shared Beauty Research Project. The customer said: The content of Phase I and Phase II is satisfactory, and we look forward to signing a long-term agreement in the later period. The research part of the country will continue to cooperate with your company. I wish users a prosperous career, evergreen foundation!
On July 09, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "Research Project on the Organizational Structure of Two Liquor Production Enterprises. The customer said: This is an organizational structure survey, the service process is very good, looking forward to the next cooperation. I wish users a prosperous career, evergreen foundation!

In the field of consulting, Champ Consulting can also provide you with the following services:

Research Module	research content
Market research	Industry status	market capacity	Product Application	channel mode	Supply chain	market competition	Market Consulting
Competitor Research	Enterprise background	Enterprise Finance	Sales Data	Market Strategy	Production Equipment	Supply Procurement	Technology R & D
Competitor Research	warehousing logistics	channel construction	Human Resources	Enterprise Strategy
User Research	Consumer Survey	consumption behavior attitude	Publicity/Promotion	Product Service	Brand Research	consumer characteristics
User Research	satisfaction survey	Employee satisfaction	user satisfaction
Market Entry Advisory	Macro Industry Research	competitive enterprise research	Downstream User Research	Channel Research	Due Diligence	Return on Investment
Market Entry Advisory	Floor module	Landing implementation recommendations	Long-term cooperation
Business investment due diligence	Target industry market investment value due diligence	Industry Benchmarking Enterprise Research	Target Enterprise Credit Assessment Report	Project investment due diligence
industry planning	Market research	market access	development strategy	investment location	Acquisition and integration	IPO Fundraising
Credit Report	Basic information	Major Events	Production/Operation Network	enterprise scale	Operating strength	Financial strength	Legal risk
Credit Report	Future business prediction	Overall credit rating	cooperative risk warning
Brand/Sales Proof	Market Share Proof	Market Share Proof	Proof of brand strength	Industry Proof	Specialized new proof	Proof of sales strength	Proof of technological leadership
Brand/Sales Proof	National/Global Status Certificate

Service advantages

More than 20 years of focus on the Chinese market consulting, won the user recognition, user satisfaction reached more than 96%, the following is part of the user praise

Focus on production and research

15 Year

Champ Consulting has been established for 15 years.

48 Intellectual Property Rights

Independent methodology

80% of the information comes from first-hand research.
massive data

118 Billionth

Self-built database 11.8 billion

Covering 1978 industries in China

0.1 billion new data per year

Industry Big Data Platform
Research Team

118 +

Have a 300 team of professional consultants

Practical operation and management experience of top enterprises

88% of members have international PMP certificates
Intellectual Property

48 Item

Independent methodology

48 independent intellectual property rights

high-tech enterprise

Industry Big Data Platform

Customer Evaluation

More than 20 years of focus on the Chinese market consulting, won the user recognition, user satisfaction reached more than 96%, the following is part of the user praise