Overview
Business decisions such as expansion, new ventures, capital raising and family succession have tax, legal and financial consequences. Advisory work brings these together so decisions are made with the full picture.
Who needs this service
Promoters and family businesses
Growing groups
Businesses planning expansion or restructuring
Legal and regulatory framework
- Companies Act, 2013; Income-tax law; FEMA; GST, as relevant to the decision
Scope of services
Structure
- Group structure reviews
- Succession and family business structuring
Capital
- Debt versus equity considerations
- Capital structure and dividend policy
Decisions
- Tax impact analysis
- Implementation support
How the engagement works
- UnderstandGoals and constraints.
- AnalyseOptions on tax, law and finance.
- RecommendPreferred option and steps.
- ImplementSupport through execution.
Documents typically required
Financials and group chartBusiness plans
Key forms and due dates
| Item | Timeline |
|---|---|
| Timeline | As agreed per engagement |
Deliverables
- Advisory note
- Implementation roadmap
The scope of each engagement is agreed in writing and depends on the nature, size and regulatory requirements of the entity.
Frequently asked questions
Is advisory a one-time engagement?
It can be a one-time note on a specific decision or an ongoing arrangement.