Business Advisory Services

Sharp, insight-led guidance across valuations, ESOPs, buybacks, and restructuring to support informed, strategic decision-making at every stage of growth.

Buy Back Advisory Services

We offer strategic advisory on share repurchase programs, helping companies unlock shareholder value, enhance key financial metrics, and optimize capital structure. From feasibility analysis to execution, our approach ensures every buyback is value-driven, compliant, and aligned with long-term business goals.

What we offer

Strategic rationale and timing advisory

We help define the purpose and timing of the buyback, whether it’s to address undervaluation, manage excess liquidity, or send positive market signals.

Board and shareholder resolution support

We assist in preparing board notes, resolutions, and statutory documents required for approval and investor communication.

Cash flow and funding analysis

Our team evaluates cash positions, reserves, and borrowing capacity to identify the most efficient funding structure for the buyback.

Execution planning and pricing strategy

We design buyback programs with clear guidelines on repurchase volumes, pricing bands, and timing to ensure optimal market impact.

Post-buyback reporting and governance

We build a reporting framework that covers disclosures, SEBI compliance, and post-event shareholder updates to ensure transparency and control.

ESOP Advisory

We advise promoters and companies on designing and implementing ESOP structures that balance business goals with employee retention and reward. Whether it’s for succession planning, employee motivation, or ownership transition, our solutions align stakeholder interests, ensure regulatory compliance, and unlock long-term value.

What we offer

ESOP feasibility and structuring advisory

We assess your company’s ownership goals, financials, and talent retention strategy to determine if an ESOP is the right fit and design a structure tailored to your needs.

Valuation and share allocation methodology

We support fair valuation exercises and guide share pool sizing, vesting timelines, and grant mechanics to ensure equitable and scalable employee ownership models.

Regulatory filings and scheme documentation

From drafting trust deeds to board resolutions and filing disclosures under Companies Act and SEBI regulations, we ensure full legal compliance and stakeholder clarity.

Tax and accounting advisory for promoters and employees

We provide clarity on tax implications, accounting treatment, and reporting requirements for both the company and participating employees.

ESOP buyback and liquidity event planning

We help plan exit options for vested employees through buybacks, secondary sales, or planned liquidity windows tied to business performance or investor entry.

Fairness Opinion

We provide independent fairness opinions to boards, shareholders, and special committees evaluating strategic transactions such as mergers, acquisitions, buybacks, or restructuring. Our analysis helps assess whether the financial terms offered are fair from a valuation standpoint, backed by rigorous due diligence and objective insights.

A well-substantiated fairness opinion safeguards decision-makers by reinforcing fiduciary responsibilities and ensuring transparent communication with stakeholders.

What we offer

Valuation benchmarking

We assess the proposed deal value using multiple valuation methods, comparing it against recent transactions and market benchmarks to validate fairness.

Scenario and sensitivity analysis

We test different financial scenarios and stress assumptions to examine potential upsides and downsides under varied market conditions.

Independent review of deal terms

We provide a neutral assessment of transaction structure, timing, consideration mix (cash, stock, etc.), and implications for minority shareholders.

Governance and disclosure support

Our team works closely with company boards and legal counsel to prepare disclosures that withstand scrutiny and fulfill regulatory expectations.

Board presentation and documentation

We deliver a detailed opinion letter, backed by clear memos and supporting analysis, and are available to present findings directly to the board or advisory committee.

Valuation Advisory Services

We advise companies, funds, and promoters on valuation strategies that support informed decision-making, regulatory compliance, and long-term value creation. Whether for transactions, restructuring, investor reporting, or tax planning, our solutions are designed to meet commercial objectives while aligning with Indian and international standards.

What we offer

Business and equity valuation

Independent assessment of enterprise value and shareholder interests, tailored for transactions, financial reporting, or strategic reviews.

Valuation of intangible assets

Accurate appraisal of non-physical assets including brand names, intellectual property, customer relationships, and proprietary technology.

Valuation support for regulatory and tax compliance

Valuation reports aligned with the Income Tax Act, FEMA regulations, SEBI requirements, and Companies Act norms — including Rule 11UA and Rule 11UB valuations.

Fair value measurement of illiquid investments

Specialized support for funds, family offices, and corporates holding unlisted or hard-to-value securities, derivatives, or alternative assets.

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