We Are Experts In Strategic Financial Advisory

Live transactions demand trust, speed and clarity. We deliver all three – as your advisory partner.

Transaction services

Evaluate financial health and identify red flags in target companies
Analyze QoE, WC trends, and net debt positions
Perform normalized EBITDA assessments and uncover deal-critical adjustments
Review historical and projected financial performance
Highlight risks and integration challenges early in the deal lifecycle
Support negotiations with key insights and SPA considerations

Identify and address financial and regulatory exposures proactively
Ensure internal alignment on key financial metrics like EBITDA, debt, and WC
Enhance credibility and deal readiness in front of potential investors
Reduce surprises and transaction delays by addressing issues in advance
Assist management in articulating value drivers to prospective buyers

Assist in organizing and presenting financial and operational data clearly
Prepare management for buyer queries and due diligence processes
Support in setting up data room before buyer engagement.
Identify and bridge internal reporting gaps ahead of diligence
Co-ordination with investment bankers and legal counsel for smooth execution
Provide end-to-end handholding through the transaction lifecycle

Review direct and indirect tax compliance status and historical filings
Identify potential tax exposures, litigations, and contingent liabilities
Examine related-party transactions and intercompany arrangements
Provide actionable red-flag reports and deal-specific tax insights
Evaluate tax indemnities and warranties for inclusion in SPA

Advise on optimal deal structures from a tax-efficiency standpoint
Evaluate asset vs. share deal implications for both buyers and sellers
Assist with group restructuring, slump sales, or demerger strategies
Recommend holding company jurisdictions and repatriation mechanisms
Ensure compliance with GAAR, FEMA, and international tax regulations

Virtual CFO Support

Monthly MIS reporting with insights on business performance

Financial analysis with evaluation of critical KPIs to support management decision making

Working capital analysis to help management in identifying the leakages and optimise the working capital cycle

Review of monthly, quarterly and annual tax and regulatory compliances

Coordination with various consultants, auditors and other stakeholders

Strategic, Flexible and Customized

We understand that every business is unique. We tailor our scope and approach to align with your requirements.

Accounting Support

Preparation of consolidated financial statements
Intercompany elimination support
Group-level reporting packs
Cross-entity reconciliations
Goodwill and minority interest computations
Linking of consolidated financial statements with the
trial balance of respective entities.

Storytelling with numbers
Highlighting KPIs using visually appealing trend charts & infographics
Crisp presentation of financials and visuals for segment analysis
Seamless alignment with disclosures
Consistent branding and tone
Professionally designed presentation

Preparation of monthly MIS reports
Regular KPI variance tracking
Segment-wise performance reporting
Forecast vs actuals analysis
Interactive dashboard creation
Custom financial analysis for management

Assess IPO readiness
Align FS as per SEBI norms
Preparation of IM
Liaison with bankers, auditors and other intermediaries
Formulating a capital structure strategy
Assistance in making a corporate governance plan
Peer benchmarking analysis

Valuations under the Companies Act, 2013
Valuations under Income-tax Act, 1961 (including Rule 11UA)
Valuations under FEMA Regulations
Valuations under SEBI Regulations
Certification by a Registered Valuer
Business & equity valuations for acquisitions, investments and strategic transactions

Valuation of business or equity used for acquisitions, investments, and strategic transactions

We provide regulatory valuations through our affiliate firms, wherever required.

Start-up Advisory

Create detailed, investor-ready multi-year business plan with financial projections.

Design compelling pitch decks and provide strategic support during investor discussions.

Assistance with documentation and process for DPIIT startup recognition.

Draft/review agreements protecting founder and investor rights and obligations.
Provide fair, defensible valuations for fundraising or internal decision-making.

Tax and regulatory

Cross-border tax advisory
Jurisdictional analysis
Funding options
Repatriation strategies
Transfer pricing advisory
Tax and regulatory health checks

Filing of income tax returns
Computation of income tax
Obtaining approvals / refunds / registrations
Support during tax litigations

SEBI and FEMA advisory
Facilitating merger, demerger via NCLT route.
Corporate law matters
Assistance on incorporation of company
Other regulatory compliances and obtaining approvals

Our Approach

We adopt a structured and disciplined approach across every engagement to ensure clarity, rigor and measurable outcomes.

Initial Assessment

We begin by understanding your objectives, priorities and key constraints to clearly define scope of engagement.

Structured Review

Based on the agreed scope, we plan and structure our review and analyze the findings.

Actionable Deliverables

We present our findings as our deliverable in a clear & structured manner to support your decision-making.

Let’s Discuss

FAQs

What types of clients do you work with?

We partner with founders, investors, family offices and accounting firms across mid-market transactions. Our engagements typically involve growth-stage businesses, private equity investments, restructuring, and cross-border transactions.

How do you ensure confidentiality?

All client information is handled with strict confidentiality. We execute NDAs where required and follow disciplined document handling and secure data-sharing protocols.

How do you differentiate yourself from larger advisory firms?

We combine institutional-grade rigor with the agility of a boutique practice.
With Big-4 transaction experience at the core of our methodology, we apply the same analytical discipline, structured frameworks, and reporting standards – delivered with greater senior involvement and responsiveness.
Our model is lean by design, allowing us to offer focused, high-quality advisory without the overhead-driven pricing structure of large firms.

Is the quality comparable to Big-4 firms?

Our founder’s background in Big-4 transaction advisory shapes our methodology, reporting standards, and work discipline. We apply the same analytical frameworks and depth of review while ensuring direct senior involvement across engagements.
We do not position ourselves as a scaled alternative, we position ourselves as a focused, high-quality advisory partner.

Do you work alongside other advisors?

Yes. We frequently collaborate with CPA’s, auditors, investment bankers, legal counsel, valuers and internal finance teams to ensure alignment and seamless execution.