Advisory & Business Support
From launch to exit, our advisory team supports business setup and company formation in USA, growth plans and big decisions with clear, grounded guidance.
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Advisory & Business Support that keeps decisions grounded in numbers
Our Advisory & Business Support team works with founders, CFOs and boards from first raise to exit. We help structure entities, model transactions and challenge assumptions so big calls are based on evidence, not instinct. From business valuation services USA and feasibility work to virtual CFO services USA, management reporting and deal support, you get independent thinking that fits with your CPA firm, legal counsel and investors. Whether you are entering a new market, reshaping a group or planning a sale, the story in your models, decks and financials lines up.
Strategy and structuring
Use our team as your sounding board on entity setup, capital structure, cross-border planning and operating models before you commit.
Deals and valuations
Rely on independent business valuation services USA, transaction models and AUP report services USA so buyers, sellers and funders can follow the numbers.
We combine on-the-ground US experience with India based KPO support for heavy analysis, modelling and management reporting. That mix lets you explore scenarios, test sensitivities and refine structures without building a large internal team. Your CPA firm and lawyers receive clean schedules, models and supporting papers they can plug straight into tax, legal and AICPA audit services workflows.
Our mission is to give every major decision a strong foundation
- Shape business setup and restructuring plans so entities, ownership and funding match your real strategy, not just the first term sheet.
- Prepare valuation, feasibility and project reports that investors, lenders and advisers can review without hunting for assumptions.
- Support mergers, acquisitions and exits with analysis, pricing input, documentation support and integration planning.
- Design investment structures and reorganisations that balance tax, control, governance and future flexibility.
Scope of Advisory & Business Support services
- Business Setup & Company Formation
- Business Valuation
- Feasibility Studies & Project Reports
- Mergers & Acquisitions (M&A) Advisory
- Company Purchase & Sale Assistance
- Investment Structuring in USA
- Restructuring & Liquidation Advisory
FAQs – Advisory & Business Support
How do you work alongside our existing CPA firm and lawyers?
We focus on numbers, structures and scenarios. Your CPA and legal teams stay in charge of tax positions, legal documents and opinions. Our work feeds into theirs: models, valuations, schedules and memos are prepared in a way professionals can test, reference and attach to filings or agreements.
What makes your business valuation services USA independent?
Valuations follow recognised approaches, with methods and assumptions clearly documented. We explain market data, normalisations and discounts in plain language and flag areas where judgement is involved. That transparency helps shareholders, boards and regulators treat the report as an independent view rather than a pitch.
When does it make sense to use virtual CFO services USA instead of hiring full time?
A virtual CFO suits businesses that have grown past basic bookkeeping but are not ready for a senior full-time hire. You still want budgets, board packs, funding support and KPI tracking; you just prefer that strategic input part time. Our team provides that layer while the KPO back office handles day-to-day accounting and reporting.
How can agreed-upon procedures (AUP) reports help in deals or funding?
An AUP report services USA engagement lets you and the counterparty agree on specific checks in advance: for instance, testing revenue by customer, confirming key contracts or validating certain balances. We perform only those procedures and report the factual results, giving both sides targeted assurance without a full audit.
What kind of management reporting services USA do you provide for boards and investors?
We design and produce monthly or quarterly MIS packs that connect financials with operational metrics. That can include dashboards for revenue, margin, cash flow, pipeline, unit economics and covenant tests. Trend analysis and simple commentary help boards focus on what changed, what drove the numbers and what deserves attention next.
