Business and financial strategy
Testing strategic choices against their financial consequences, before commitments are made.
Advisory for the decisions that come with growth.
Corporate and listing readiness, and strategic and financial advisory, for promoters, founders, family-owned businesses and leadership teams.
- Who it serves
- Startups, SMEs, family-owned businesses, promoters and global enterprises
- Delivered through
- Agarwal and Ranjan, Chartered Accountants
IPO, listing and corporate readiness
Ready for scrutiny before it arrives.
A company preparing for an IPO, a fundraise or institutional investment is about to be examined more closely than at any point in its history. The work is to make sure its reporting, controls, governance and structure can withstand that examination.
Growth
The business scales. Decisions rest with a few people and systems trail the ambition.
Governance
Board composition, committees and decision rights are formalised.
Financial discipline
Reporting quality, closing processes and internal controls reach an auditable standard.
Risk readiness
Financial, regulatory and business risks are identified, owned and monitored.
Corporate readiness
Structure, compliance records and disclosures stand up to diligence.
Listing or institutional capital
The company meets investors and markets prepared, rather than still preparing.
What readiness work covers.
Relevant for companies preparing for an IPO, fundraising, institutional investment, restructuring or a step up in regulatory scrutiny.
- Financial reporting maturity
- Reporting quality and financial oversight that meet the expectations of auditors, investors and regulators.
- Audit, risk and internal controls
- Controls that are designed, documented and working, with risks identified and owned.
- Board and committee readiness
- Board composition and committee structures appropriate to the company’s next stage.
- Companies Act and regulatory compliance
- A compliance record that is complete and defensible under diligence.
- Corporate structure and restructuring
- A group and capital structure that suits the transaction and the company that will exist after it.
- Stakeholder management and ESG
- Clear communication with stakeholders, and governance of ESG matters that investors increasingly examine.
Strategic and growth advisory
Compliance is the floor. Strategic clarity is the work.
The same understanding of finance, tax and corporate law that keeps a company compliant also shows where it can move: how to structure, where to invest, what to restructure and how to carry stakeholders with the decision.
Corporate restructuring
Advising on structural change, from group simplification to reorganisation ahead of growth or investment.
Financial oversight
Reporting and oversight that give leadership an accurate view of the business.
Direct and indirect taxation
Tax considered as part of the decision, not after it.
Regulatory complexity
Companies Act and regulatory matters made workable, so they inform decisions rather than stall them.
Stakeholder management
Bringing promoters, investors, lenders and regulators along with a decision.
Engagement
How a conversation begins.
There is no fixed package. Scope follows from the decision in front of the company.
An initial conversation
The decision at hand, the people involved and the timeline.
A view of the position
Where the company stands on finance, governance, compliance and structure.
A defined engagement
Agreed scope, responsibilities and milestones, in writing.
Advisory support is directed at preparedness. Fundraising and listing outcomes depend on market conditions, regulatory approval and factors specific to each company, and are not within any advisor’s gift.