ENTERPRISE CAPITAL ADVISORY

企业资本顾问Enterprise Capital Advisory

企业年度资本顾问 · 全年深度合作服务Annual Capital Advisory · Year-Round Deep Engagement

一站式企业资本全链条解决方案
以合规为根基,以资本为纽带 —— 助力企业突破发展瓶颈,实现资产与股权的双向增值。
A one-stop, full-chain capital solution for enterprises.
Grounded in compliance, connected by capital — helping enterprises break through growth bottlenecks and achieve dual appreciation of assets and equity.

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本页介绍麓山智汇面向企业的年度资本顾问深度合作服务。它不同于官网可按次采购的行业研究报告商业计划书,而是一项持续全年的资本陪跑:覆盖股权架构、融资规划、投资风控与危机应对。如您需要的不仅是一份报告,而是一段长期、专属的资本护航,欢迎详阅以下服务内容。This page introduces Lushan Capital Advisory's Annual Capital Advisory deep-engagement service for enterprises. Unlike the industry research reports and business plans available for one-off purchase on this site, it is a year-round capital partnership covering equity structure, financing planning, investment risk control, and crisis response. If you need not just a report but long-term, dedicated capital escort, please read on.

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服务总览:一站式企业资本全链条解决方案Services Overview: A One-Stop, Full-Chain Capital Solution
构建一站式企业资本全链条解决方案,明确服务的价值定位与整体服务蓝图,为企业提供全方位资本赋能。Building a one-stop, full-chain capital solution — clarifying our value positioning and overall service blueprint to empower enterprises across every dimension of capital.
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核心定位Core Positioning

深耕企业资本全链条,融合法律与资本双重优势,依托专业合规风控能力,打造定制化一站式解决方案。聚焦解决企业实控人在资本运作、投融资交易、资产盘活及合规治理中的核心痛点,构建安全与增值并重的资本服务生态。Deeply engaged across the full capital chain, we combine legal and capital strengths with professional compliance and risk control to deliver tailored one-stop solutions. We focus on the core pain points business owners face in capital operations, investment and financing transactions, asset revitalization, and compliance governance — building a capital service ecosystem that values both safety and growth.

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服务对象Who We Serve

专注服务年营收 3000 万至 5 亿元的成长型企业,涵盖科技、制造、消费等核心赛道。服务群体包括企业实控人、核心股东及创始管理团队,助力处于扩张期或转型期的企业突破资本与合规瓶颈。Focused on growth-stage enterprises with annual revenue of RMB 30–500 million across technology, manufacturing, and consumer sectors. We serve business owners, core shareholders, and founding management teams, helping companies in expansion or transition break through capital and compliance bottlenecks.

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服务范围Scope of Services

覆盖股权架构搭建、融资对接、并购尽调、应收账款盘活及危机处置五大核心板块。提供从顶层设计到落地执行的全周期服务,构建"股权规划—投融资扩展—风险纾困"的完整闭环,全方位护航企业资本运作。Covering five core areas: equity structuring, financing matchmaking, M&A due diligence, receivables revitalization, and crisis management. Full-cycle service from top-level design to execution, forming a complete loop of "equity planning — investment & financing expansion — risk relief" to safeguard your capital operations.

全周期三环服务体系The Three-Ring Full-Cycle Service System
环环相扣的服务体系,以适配企业在不同发展阶段的多样化资本需求,从基础风险诊断到针对性专项突破,再到长期战略护航。An interlocking service system that adapts to diverse capital needs at every stage — from foundational risk diagnosis, to targeted special engagements, to long-term strategic escort.
01

企业资本健康体检Enterprise Capital Health Check

定位:资本运作的"CT 扫描"Positioning: A "CT Scan" of Your Capital Operations

通过系统化尽调与多维风险诊断,全面摸清企业资本家底,精准识别财务、合规及治理层面的潜在隐患,为后续资本规划与运作奠定坚实的安全基石。Through systematic due diligence and multi-dimensional risk diagnosis, we map your capital fundamentals and pinpoint latent financial, compliance, and governance risks — laying a solid safety foundation for subsequent capital planning and operations.

02

五大标准化专项顾问Five Standardized Special Programs

定位:阶段性需求的"精准手术"Positioning: "Precision Surgery" for Stage-Specific Needs

针对融资规划、股权激励、并购重组等单点核心需求,提供标准化、模块化的专业解决方案。聚焦企业特定资本痛点,以高效、专业的服务实现问题的快速解决与方案落地。Standardized, modular professional solutions for single-point core needs such as financing planning, equity incentives, and M&A restructuring — focused on specific capital pain points for fast resolution and implementation.

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实控人年度资本顾问Annual Advisory for Business Owners

定位:全年合规的"专属智囊"Positioning: Your Year-Round "Dedicated Counsel" for Compliance

作为企业资本合规与运作的专属智囊,提供常态化的前置风控、政策解读与动态赋能。伴随企业发展全程,持续优化资本布局,保障企业长期稳健运营与资本价值提升。Acting as your dedicated counsel for capital compliance and operations, providing ongoing proactive risk control, policy interpretation, and dynamic enablement — accompanying your growth to continuously optimize capital structure and secure long-term stability and value appreciation.

全周期资本服务体系:从基础诊断到长期护航,为企业发展提供持续动力与安全保障。A full-cycle capital service system: from foundational diagnosis to long-term escort, providing sustained momentum and security for enterprise growth.

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环一 · 诊断体检:企业资本健康体检Ring One · Diagnosis: Enterprise Capital Health Check
产品定位:企业资本运作的"CT 扫描"Positioning: A "CT Scan" of Your Capital Operations

在企业启动融资、并购、股改等资本化动作前,全面的"健康体检"是规避风险的前置关键。本服务通过对企业股权结构、财务合规性、历史沿革、业务商业模式及核心资产的系统性深度尽调,精准识别并排查隐性法律与财务风险,梳理治理结构现存问题,为企业明确资本化路径的优化方向,夯实资本运作的基础。Before launching financing, M&A, or shareholding reform, a comprehensive "health check" is the key to avoiding risk upfront. Through systematic, in-depth due diligence of your equity structure, financial compliance, corporate history, business model, and core assets, this service precisely identifies hidden legal and financial risks, sorts out existing governance issues, and clarifies how to optimize your capitalization path — solidifying the foundation for capital operations.

深度尽调Deep Due Diligence

风险透视Risk Transparency

覆盖股权、财务、法务及业务全维度,不仅排查显性瑕疵,更深挖关联交易、资产权属不清等隐性风险,输出针对性整改方案。Covering equity, finance, legal, and business dimensions — beyond visible defects, we dig into hidden risks such as related-party transactions and unclear asset ownership, and deliver targeted remediation plans.

¥9,800 起/套from ¥9,800 / engagement

标准化透明定价Standardized, Transparent Pricing

费用包含全维度尽调及《体检报告》出具;不含异地差旅食宿及第三方审计、评估等实报实销费用。The fee covers full-scope due diligence and delivery of the Health Check Report; out-of-town travel/accommodation and third-party audit or valuation fees are reimbursed at cost.

15 日15 Days

高效周期 · 快速交付Efficient Timeline · Fast Delivery

从项目启动、现场尽调到最终报告出具,全流程标准化管控,确保高效响应企业资本化进度需求。From kickoff and on-site due diligence to the final report, the entire process is standardized to respond efficiently to your capitalization schedule.

资本顾问全线价格参考Capital Advisory Price Reference
企业资本健康体检 ¥9,800 起(按企业规模定制)Capital Health Check from ¥9,800 (by company scale) 五大专项顾问 ¥6.8万 – 20万Five Special Programs ¥68k – 200k 年度资本顾问 ¥29.8万(标准参考价)Annual Capital Advisory ¥298k (standard reference)
企业资本健康体检 · 标准化交付Capital Health Check · Standardized Delivery
标准化收费 ¥9,800 起(按企业规模与需求定制):先经微信咨询确认范围与报价,确认后一次性付清全款,收款即启动尽调与交付;可先看 15% 样章与目录确认方向,15 日内交付完整版。数字商品一经交付不支持无理由退货,购买前请充分使用样章预览。Standard fee from ¥9,800 (by company scale and needs): consult via WeChat first to confirm scope and quote, then pay in full once confirmed — due diligence and delivery start upon receipt. You may review a 15% sample and table of contents first; the full version is delivered within 15 days. Digital products are not eligible for no-questions-asked returns once delivered, so please make full use of the sample preview before purchasing.
01 核心服务内容01 Core Services
  • 系统性深度尽调
    穿透式审查股权架构、财务数据、历史沿革及核心业务,还原企业真实经营底色。
    Systematic deep due diligence
    Penetrating review of equity structure, financials, corporate history, and core business to reveal the true operating picture.
  • 风险全域排查
    识别法律合规、财税规范、经营管理等领域的显性与隐性风险点,不留盲区。
    Full-spectrum risk screening
    Identifying visible and hidden risks across legal compliance, tax, and operations — leaving no blind spots.
  • 方案定制输出
    输出问题分级清单,定制化提出整改路径与优化纲要,明确提升方向。
    Tailored solution output
    A prioritized issue list with customized remediation paths and an optimization outline, clarifying the direction for improvement.
02 关键交付成果02 Key Deliverables
  • 核心诊断报告
    《企业资本健康诊断尽调报告》(含现状分析、风险图谱及建议)。
    Core diagnostic report
    The Enterprise Capital Health Due Diligence Report (current-state analysis, risk map, and recommendations).
  • 落地工具包
    企业风险清单表、问题优先级矩阵、整改行动路线图。
    Implementation toolkit
    Risk checklist, issue-priority matrix, and remediation action roadmap.
  • 专属咨询服务
    3 小时线下深度解读会 + 30 天线上专家答疑支持。
    Dedicated consulting
    A 3-hour in-person deep-dive session plus 30 days of online expert Q&A support.
03 服务边界界定03 Service Boundaries
  • 包含:诊断与方案设计
    聚焦"把脉与开方",完成全面体检、风险梳理及优化纲要的专业输出。
    Included: diagnosis & solution design
    Focused on "diagnosing and prescribing" — the full check-up, risk mapping, and optimization outline.
  • 不包含:执行与兜底
    不涉及方案执行、第三方谈判;不提供投资结果或整改效果兜底承诺。
    Not included: execution & guarantees
    No plan execution or third-party negotiation; no guarantee of investment outcomes or remediation results.

核心价值:以独立、客观的第三方视角完成"精准体检",为企业资本运作、合规治理与价值提升提供坚实的决策支撑。Core value: an independent, objective third-party "precision check-up" that provides solid decision support for capital operations, compliance governance, and value enhancement.

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环二 · 专项顾问:五大标准化专项顾问服务Ring Two · Special Advisory: Five Standardized Programs
覆盖股权设计、融资规划、投前尽调、应收账款管理及危机处置五大核心领域,打造标准化、专业化、模块化的专项服务方案。Covering five core areas — equity design, financing planning, pre-investment due diligence, receivables management, and crisis management — delivered as standardized, professional, modular programs.
01股权顶层架构搭建01Equity Top-Level Structuring

筑牢控制权根基Securing the Foundation of Control

量身搭建可融资、可扩张、可传承的标准化股权架构体系,从源头规避治理结构缺陷。
服务定价:6.8 万 – 12.8 万元(按企业规模、股东结构复杂度分级定制)
关键价值:规避股东纠纷与控制权旁落风险,解决融资架构受限难题;为后续股权激励、资本运作及家族传承奠定合规高效的结构基础。
A tailored, standardized equity structure that is financable, scalable, and inheritable — eliminating governance defects at the source.
Pricing: ¥68,000 – 128,000 (tiered by company size and shareholder-structure complexity)
Key value: Avoid shareholder disputes and loss of control, resolve financing-structure constraints, and lay a compliant, efficient foundation for equity incentives, capital operations, and family succession.

02融资专项顾问服务02Financing Advisory

全程陪伴融资全周期End-to-End Support Across the Financing Cycle

针对发展阶段定制方案,解决融资难、成本高、对接效率低及过程中的潜在法律与财务风险。
灵活收费模式:
· 模式 A:基础费 6.8 万 + 融资后 1%–2% 佣金(适合早期轻资产项目)
· 模式 B:无基础费,融资后收取 3%–5% 佣金(适合高确定性项目)
核心价值:优化商业计划书与财务模型,精准匹配投资机构,提升融资成功率与估值。
Stage-specific solutions addressing fundraising difficulty, high costs, inefficient investor matchmaking, and the legal and financial risks along the way.
Flexible fee models:
· Model A: ¥68,000 base fee + 1%–2% success commission (for early-stage, asset-light projects)
· Model B: no base fee, 3%–5% success commission (for high-certainty projects)
Core value: Optimize your business plan and financial model, match precisely with investors, and improve fundraising success and valuation.

03投前尽职调查03Pre-Investment Due Diligence

企业对外投资的"安全锁"A "Safety Lock" for Outbound Investment

前置识别交易风险,规避并购陷阱与资产隐患,保障投资安全。
服务定价:6.8 万 – 15 万元(按标的体量分级)
核心价值:商务 + 法律全维度穿透式排查,精准识别隐性债务、股权瑕疵、资产权属不清等问题,为决策提供可靠依据。
Identify transaction risks upfront, avoid M&A traps and asset hazards, and keep your investments safe.
Pricing: ¥68,000 – 150,000 (tiered by target size)
Core value: Full-dimension commercial + legal penetrating review, precisely identifying hidden debts, equity defects, and unclear asset ownership to give decisions a reliable basis.

04应收盘活专项顾问04Receivables Revitalization

唤醒沉睡资产Awakening Dormant Assets

修复现金流健康度,降低坏账损失率,为企业经营注入流动性活力。
灵活收费模式:基础 + 绩效 / 纯绩效分成(回款后按比例收取)
核心价值:通过账龄分层、策略优化与谈判指导,多维度制定清收方案,显著提升逾期账款的回收效率与成功率。
Restore cash-flow health, reduce bad-debt losses, and inject liquidity back into operations.
Flexible fee models: base + performance / pure performance share (charged as a percentage of recovered funds)
Core value: Multi-dimensional collection plans built on aging analysis, strategy optimization, and negotiation guidance — significantly improving recovery efficiency and success rates on overdue receivables.

05企业危机处置专项05Corporate Crisis Management

企业突发危机时的"灭火队"与"稳定器"The "Fire Brigade" and "Stabilizer" in a Crisis

快速介入、精准研判,化解经营与治理风险。
服务定价:6.8 万 – 20 万元(按危机等级分级)
核心价值:针对债务违约、股东纠纷、突发舆情等场景,提供 7×24 小时应急响应,输出定制化处置方案。
Rapid intervention and precise assessment to defuse operational and governance risks.
Pricing: ¥68,000 – 200,000 (tiered by crisis severity)
Core value: For debt defaults, shareholder disputes, sudden public-opinion crises, and more — 7×24 emergency response with customized resolution plans.

专业定制化顾问服务体系,全方位护航企业稳健经营与风险防控。A professional, customized advisory system safeguarding stable operations and risk control on all fronts.

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环三 · 常年护航:民企实控人年度资本顾问Ring Three · Year-Round Escort: Annual Capital Advisory for Private Business Owners
产品定位:企业全年资本合规专属智囊Positioning: Your Year-Round Dedicated Counsel for Capital Compliance
全链条整合Full-Chain Integration

咨询能力整合Integrated Advisory Capability

打通股权设计、融资规划、并购重组、应收账款管理及合规体系搭建的全流程壁垒,提供一体化、定制化资本顶层设计。Breaking down silos across equity design, financing planning, M&A restructuring, receivables management, and compliance building — delivering integrated, customized capital top-level design.

前置风控Proactive Risk Control

与应急响应& Emergency Response

建立常态化前置风险预警机制,重大资本事项前置预审与合规把关;提供 7×24 小时应急响应通道。A standing early-warning mechanism with pre-review and compliance checks on major capital matters, plus a 7×24 emergency response channel.

全年赋能Year-Round Empowerment

持续赋能与答疑Ongoing Enablement & Q&A

提供日常资本事务即时答疑,定期组织政策解读、行业研报分享及闭门沙龙,持续提升实控人资本认知。Instant Q&A on daily capital matters, plus regular policy briefings, research sharing, and closed-door salons to continuously deepen the owner's capital acumen.

年度服务费 · 标准收费方案(无隐形消费)Annual Service Fee · Standard Plan (No Hidden Costs)
29.8 万元 / 年起¥298,000 / Year from
年度资本顾问 · 联系报价Annual Capital Advisory · Request a Quote
年费 ¥298,000 为标准化参考价;实际费用按企业规模与需求定制。请先联系我们沟通需求与方案,确认报价后签署《资本顾问服务协议》(专项附则)启动合作。The ¥298,000 annual fee is a standard reference; actual fees are tailored to company size and needs. Contact us first to discuss requirements and scope, then sign the Capital Advisory Service Agreement (special annex) to begin.
01

股权常态化咨询Ongoing Equity Advisory

全年股权架构答疑、调整可行性研判及股权激励方案研讨。Year-round Q&A on equity structure, feasibility reviews of adjustments, and equity incentive plan discussions.

02

融资常态化赋能Ongoing Financing Enablement

定制年度融资规划与路径优化方案,BP 专业打磨,精准匹配投资机构。Annual financing planning and path optimization, professional BP refinement, and precise investor matching.

03

投资交易风控支持Investment Risk Control Support

小额投资、参股及合作项目尽调方案设计、报告审阅及条款合规审核。Due diligence design, report review, and contract compliance checks for minority investments, equity participation, and partnerships.

04

应收账款常态化辅导Ongoing Receivables Coaching

定期梳理账款台账,建立坏账风险预警,疑难账款处置策略迭代。Regular ledger reviews, bad-debt early warning, and iterative strategies for difficult accounts.

05

企业危机应急响应Crisis Emergency Response

债务违约、股东纠纷、合规稽查等突发危机快速研判与应急方案输出。Rapid assessment and emergency plans for debt defaults, shareholder disputes, compliance investigations, and other sudden crises.

06

固定年度尊享权益Fixed Annual Privileges

全年不限次线上咨询、4 次线下专题研讨、15 份常规文书初审、每年 1 次免费企业资本健康体检。Unlimited online consulting, 4 in-person workshops, first review of 15 routine documents, and 1 free Capital Health Check per year.

01 服务边界(明确不包含范围)01 Service Boundaries (Explicitly Not Included)

  • 不承接全流程执行类项目:大额融资落地、并购尽调执行、复杂债务重组等全套落地操作需单独立项。No end-to-end execution projects: large financing closings, M&A due diligence execution, complex debt restructuring, and similar full-scope work require separate engagement.
  • 不含第三方外包代理服务:工商税务代办、财务审计等仅提供建议与资源推荐。No third-party agency services: business registration, tax filing, and financial audits — advice and resource referrals only.
  • 不承诺具体经营结果:不担保融资成功、资金回款、交易达成或投资风险完全消除。No guarantee of business outcomes: we do not guarantee fundraising success, collections, deal closing, or full elimination of investment risk.

02 年度客户专属特权(核心权益)02 Annual Client Privileges (Core Benefits)

  • 专项项目 8 折专属优惠:所有定制化落地咨询、方案设计及专项辅导项目均享 8 折费率。20% off special projects: all custom consulting, solution design, and special coaching engagements at 80% of standard rates.
  • 稀缺资源优先对接:优先匹配头部投融资机构、优质产业并购标的、政府政策及园区资源。Priority access to scarce resources: first-match access to leading investors, quality M&A targets, government policy, and industrial park resources.
  • 绿色通道与专属跟进:紧急需求 1 小时内响应,一对一专属顾问全程跟进。Green channel & dedicated follow-up: urgent requests answered within 1 hour, with a dedicated one-on-one advisor throughout.