Patrick Wong is a valued member of our team. He’s currently working as a valuation analyst, helping clients conduct financial analysis and perform valuations for their companies.
Hello Patrick, Congratulations on your new role. Could you please introduce yourself and your role at Eqvista?
Thank you for having me on the team. With a few years of experience in conducting valuations for Transaction (M&A and IPO) and Financial Reporting purposes, I am now working as an Valuation Analyst at Eqvista.
What made you decide to join Eqvista?
I decided to join Eqvista for its dynamic and friendly working environment, and international exposure.
What inspired you to pursue a career in valuation?
Having a degree in accountancy and completion of the CAF Program, valuation is a platform for me to apply what I have learned, and I love the beauty of valuation which translates chaos (narrative) into order (numbers).
What do you think of the company culture and team spirit?
The company respects people regardless of whether you are clients or employees. The team is bound together, people are willing to share their insights, to teach and to share the burden!
What do you think are the key skills necessary for a successful career in valuation?
Solid knowledge of accounting and finance, and the ability to translate narrative into numbers. Not to mention that you have to be detail oriented and willing to learn.
What do you think sets Eqvista apart from other companies in this industry?
Eqvista does really puts itself in the client’s shoes, as evidenced by being ranked #1 for customer satisfaction among 409A valuation providers in the industry.
What are your goals for the future and how do you see Eqvista helping you achieve them?
My short-term goal would be to further develop my valuation skills and develop a universal valuation framework for valuing different types of companies. Eqvista offers me a lot of opportunities to apply new valuation techniques and models, and the team would hold meetings to discuss the valuation theory/technique regularly.