Business Corporate Finance Consulting
Business consultations and project finance management for innovative businesses and startups.
About F. Liu, Trustee & Co.
F. Liu, Trustee & Co. is a management consulting company that works with business innovators and help them get great achievements and bring those insights to life. For 17 years, we have been passionate about achieving "corporate financial" objectives that bring success and key results.

Felix Liu is the founder of F. Liu, Trustee & Co., a Trustee of Trust & Estate, a management trustee specialized in corporate and commercial real estate finance. I help small business enterprises to increase management efficiencies and expand its capital structure for growth.

My plans have helped small business to grow and expand thru recapitalization and non-profit corporation from real estate bank foreclosure.

Mr. Felix Liu. He worked for three of the largest money center banks in the world in commercial banking in 1993 to 2000s. WELLSFARGO Small Business Banking Group, Business Banker, Bank of America Special Market, District Business Officer and CITIBANK Business Banking Center in South San Francisco as A. Vice President and Commercial Relationship Manager. His last position was Vice President of Commercial Lender at the Summit Banking Corp.


Why choose us?
We are happy to give you best from our service which is based on commercial banking expertise and experience.
17 years of work
We proved ourselves in financial management with professionals working with Small Business Enterprises in areas of Business Plan, Private Equity and Re-Cap / Re-Organization Plan.
Problem Solving
Management consulting in commercial real estate and Small Business Enterprise sales under $20 million, in a nutshell, is problem-solving in the area of "Small Business Finance"
We grow for the future
Highly skilled professionals will help your business to grow on par with new technologies when hiring us as your part-time Corporate Finance Manager ("CFM").
What will you get?
  • Clear understanding of a business conception
    • Facilitate discussions with the client to elaborate on the areas of proposed improvements
    • Define the problem concisely and hypothesize the proposed solution
    • Perform quantitative and qualitative analysis to drive the proposed solution
      • Quantitative research methodologies include data mining, creating financial models, and performing valuation analysis.
      • Qualitative research methodologies include performing market research and collecting business intelligence
  • You save your time and money
    • Consolidate the findings from the analysis and present solutions to the client
    • Develop and present a plan to implement the recommended changes

  • Productivity elevation
    Create and provide Financial Memorandum Plan or Structured Private Placement Memorandum for companies for growth scale.
Our services
We offer wide range of services in creative spheres. Note what we can offer to your company.
Strategic Enterprise Management
We develop, execute and delivery of strategic plan according to company objective target, develop strategies of competitive advantage.
Corporate Finance Management
Businesses today face numerous problems, many of which are detrimental to operating efficiently. With the ever-changing market landscape and the emergence of new technologies, businesses need to continue to evolve.
Project management
Developing new business processes, timing developing, cost estimation, documentation and companies often need assistance to implement changes vital to their economic health. Management consultants provide their expertise to help their clients attain efficiency through the proposed changes in the corporate cap-table (capitalization table).
CONTACT US
406 Broadway St.
Unit# 188
Santa Monica, Ca 90401
Telephone: 626.315.8000

E-mail: felix@fliutrustee.com

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