Peter Soh is currently a principal of Adviseinc and has over 18 years of audit, tax, financial, and consulting experience. Peter has consulted and advised Chinese WOFE’s, JV’s, and US multinationals regarding “doing business” in China. He has helped guide the client’s tax and financial strategy working in the US and Chinese environment. He has guided transactions over $500MM in enterprise value.

Peter has worked as an interim CFO and help deal with delicate financing and accounting issues with his clients and professional advisors. He has helped develop internal control programs, benchmarking, financial forecasting systems, and accounting systems for his clients in the US and in China.

Peter has developed tax credit and planning programs for clients that have saved clients at least a 5 to 10% reduction in effective tax rates. He manages the program to mitigate risks with federal, state, and international taxing authorities.

Peter is a leading accounting and finance instructor with the University of Beijing, SBA, UCLA Extension, and TRW with respect to international business. He also assisted in developing audit programs for initial public offerings of Beyond Technology, Xircom, and Amgen. Peter is a licensed CPA in California and has earned an MBA in Finance and International Business from the University of Southern California and a Bachelor’s of Science in Accounting from Cal State University Northridge. Peter is conversational in Mandarin Chinese.

Kannika currently is a senior consultant for Adviseinc.  Kannika brings over 13 years of experience in institutional investment management, corporate finance, mergers and acquisitions, valuation/financial analysis, high yield research/investing, international corporate banking, deal structuring, and portfolio strategy/management.

She is a Corporate Development Consultant for Adviseinc. Kannika is responsible for evaluating and managing new strategic business opportunities, initiatives, corporate transactions, partnerships, alliances and/or joint ventures. In the past, she has worked on all stages of investment execution process including initial acquisition sourcing, capital raising (equity and debt, private placement, mezzanine), and recapitalizations, due diligence, valuation analysis, financial modeling, deal structuring and negotiation. 

Prior to joining Adviseinc, Kannika was a Vice President/Portfolio Manager for Fremont Investment & Loan’s institutional high yield fund and was responsible for the development and management of a $750 million high yield portfolio with focus on the valuation / financing of leveraged buyouts, mergers and acquisitions, recapitalizations, and restructurings.  Kannika has a strong credit background and understands the changing dynamic of the lender/borrower relationship.  Kannika has spent 5 years in Asia assisting large multinationals with their financial needs.

Kannika has worked for Bank of America, The Industrial Bank of Japan, and Bangkok Bank. She received her MBA in Finance from The University of Texas at Austin after completing her undergraduate at The University of California, San Diego. Kannika is a Chartered Financial Analyst and is member of the Chartered Financial Analyst Institute (CFA Institute) and The Los Angeles Society of Financial Analysts (LASFA).  Kannika is fluent in Thai.

Kenneth Anaya provides accounting and financial analysis support for clients including developing procedures, benchmarking, budgeting analysis, and financial reporting.

Ken has over 15 years of experience working as a controller and senior accountant in various industries including construction, security, restaurants, distribution, manufacturing, and retail.

Jennie is an accounting expert for professional service firms, franchises, import/export, light manufacturing, and distribution companies. 

She is expert in the following systems: JDE One World, CCH Performs Plus, Monarch, FastTax, AACTS (Arthur Anderson Corporate Tax similar to CORPTax), Vertex, Flexx/Oracle, MAS 2000 and 90, Yardi,  AS400, Peachtree, QuickBooks, Unilink Time and Billing, All MS office suite products: Word, Excel, Access, Presentation, Project and Powerpoint.

Jennie is a graduate of the University of Phoenix with a BS in Accounting and Finance. She is currently working on a Graduate Degree in Accounting and Finance from Keller Graduate School. She will also be sitting for the CPA exam in late 2010.

Judy Kruse provides accounting support for clients including controller services, payroll assistance, A/R, A/P support.

Judy has over 20 years of accounting and financial management experience in construction, contracts management, property management, industrial distribution, IT and operations support, and inventory control spanning multiple industries. She is certified as a Quickbooks advisor.

Nina is a CPA and has worked with Price Waterhouse.  She is our research and economic analyst.  She helps develop balanced scorecards for our clients and identify financial trends for them.  She has previously been a controller and a research analyst in Texas.  She has expertise in the entertainment, transportation, healthcare industries. 

Nina has a MBA from the University of Chicago and a BS in Mathmatical Studies from Rice University.  She is fluent in Mandarin and Taiwanese.