The Bao Lyon Group, LLCMarket research & investigations
Whether you realize it or not, as a business owner, you conduct market research all the time. When you talk to customers about your business or check out the prices of your competitors, you are doing market research. Formalizing the process can produce a wealth of information about your products and services, your customers and the marketplace you operate.
Regardless of the size of your market research budget, the time you have available or your level of experience, some form of market research is recommended to improve your business decisions. The Bao Lyon Group, LLC can help you with that project. Consult us for details.
Ways to help your business with market research
- Understand your customers and their preferences
- Identify opportunities to grow and increase profits
- Recognize and plan for industry and economic shifts
- Monitor the competition in your market
- Mitigate risk in your business decisions
Researching your client's credit worthiness
We understand that business credit reports are the keystones that help credit professionals make sound financial decisions.
A comprehensive business credit report can provide detailed information about a business, which may include, a summary of company ownership, extensive trade payment information, commercial banking relationships, public records, local tax and federal status information, all of that at a domestic or International level.
Corporate and commercial assets search
The most common areas of investigation in a commercial asset search include the following:
- Business Bank Accounts.
- Domestic and Foreign investments, money transfers and hidden assets.
- Company Benefit, Retirement and Profit-Sharing Plans.
- Real Estate, Vehicles and Financed Equipment.
- Identification of Principals, Parent Company, Subsidiaries and Affiliates.
- Corporate Credit Profile (Credit history, Bankruptcies, Liens, UCC filings, Judgments and Financing).
- Securities Filings.
- Fraudulent Transfers.
For small and midsize companies, our professionals* will typically review the personal financial status of company principals. This information can be particularly relevant for family businesses and single-member limited liability companies.
Determining the specific scope and budget of a business asset search requires a case-by-case assessment. Is the company large or small?, public or private? Is it a legitimate operating entity or a corporate shell? We discuss these questions with our clients before each investigation and prepare a retainer agreement outlining the estimated costs and timeframe for the examination (s).
For large corporations and multinational firms, additional asset classes can be explored, including intangible assets such as service contracts, licensing agreements, patents, trademarks, and copyrights. Complex corporate investigations may also require examination of joint ventures, foreign subsidiaries, and off-balance-sheet appearances. Contact our offices for more details.
(*) Contractual Services
"Selling internationally is a great way to expand into new markets, boost your customer base and grow your business, but there are challenges you may face. How well do you know the customer? Will you be paid for your goods or services?"
"To remove these and other obstacles rely on experts with international business experience. Export services are designed to support you at every stage of the process. They can address your cash flow needs by helping to fund transactions, make trade safer by reducing payment and currency risks, and improve your business efficiency by ensuring that payments are managed securely and costs efficiently"
- Commerce Bank