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Strategic advisory for growth, structuring, valuations, due diligence, and deal support.
Our advisory practice supports decisions that don’t recur every year — a funding round, an acquisition or sale, an ESOP design, a restructuring, an ERP roll-out, a project finance application. Each engagement is scoped tightly, with a deliverable defined upfront and the proprietor accountable for it.
We work to a numerate brief. Financial models tie to source documents and survive sensitivity tests; valuations follow the relevant ICAI Valuation Standards and use methods appropriate to the asset; due diligence reports separate findings into deal-breakers, price-adjusters, and post-completion items.
Where the engagement turns recurring — typically as a virtual or fractional CFO — we transition the relationship to the CFO Services practice with the proprietor staying involved.
What this covers
The bullets below describe what is typically in scope. Every engagement is scoped tightly in a written engagement letter before work begins.
Who it's for
Founders preparing for a fundraise — seed, Series A, or growth — who need a financial model, a data room, and a valuation that holds up under investor scrutiny.
Buyers and sellers in mid-market M&A who need independent financial and tax due diligence, deal-structuring advice, and post-completion integration support.
Established businesses planning a restructuring, succession, family settlement, or operational change — ERP migration, plant expansion, new line of business — where the financial and tax consequences need to be modelled before the decision is taken.
Our approach
Every advisory engagement begins with a written scoping note: the question being answered, the deliverable, the data we need, and the timeline. Valuations are conducted under the relevant ICAI Valuation Standards (ICAI VS 102 through 303) and the method is justified in the report. Financial models are built modularly with clear inputs, computations, and outputs, and are stress-tested before release. Due diligence reports are categorised by severity so the user can act on the findings. We retain working papers and the executed deliverable for the period prescribed by our internal quality manual.
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Engagements often combine two or three of these. Speak with us to scope the right mix.
Strategic financial leadership for growing businesses in India and abroad — full-time, fractional, or virtual.
Company incorporation, ROC compliance, and Companies Act 2013 advisory — start to ongoing.
Income tax planning, returns, audits, assessments, and appeals for individuals, firms, and companies.
Get in touch
Tell us about the engagement and we'll respond within one working day. The "Service of Interest" field is pre-set to Business & Financial Advisory.