Case studies

Case Studies

A selection of engagements we have delivered — the problem the client walked in with, how we approached it, and what changed as a result.

Selected Case Studies

Family business succession and group restructuring
Family Business · Restructuring

Family business succession and group restructuring

Untangling decades of cross-holdings so each branch of a family business could run independently — tax-efficiently and without disrupting continuity.

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Strengthening finance operations for an educational institution
Education · Advisory

Strengthening finance operations for an educational institution

Streamlining the finance function of a large educational institution — better controls, budgeting discipline, and decision-ready reporting.

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Corporate tax planning for a paper manufacturer
Manufacturing · Direct Tax

Corporate tax planning for a paper manufacturer

How a cost–benefit analysis of the new corporate tax regime unlocked INR 7 million in annual savings.

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Sell-side diligence ahead of a fund raise
Manufacturing · Transactions

Sell-side diligence ahead of a fund raise

Finding and fixing the red flags before investors could — so diligence met clean books, not explanations.

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Stock-based compensation plan for a SaaS start-up
Technology · Advisory

Stock-based compensation plan for a SaaS start-up

Designing a stock-based compensation plan that balances retention, co-ownership and tax cost.

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Exit structuring for investors in a closely held company
Private Capital · Transactions

Exit structuring for investors in a closely held company

A clean, cost-efficient exit route for investors locked into a closely held company.

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A rare merger of two LLPs to consolidate real-estate assets
Real Estate · Transactions

A rare merger of two LLPs to consolidate real-estate assets

Consolidating a real-estate group's assets through only the second LLP merger in India.

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Cash repatriation for a multi-layered conglomerate
Conglomerate · Tax

Cash repatriation for a multi-layered conglomerate

Unlocking surplus cash trapped behind multi-tier distribution taxes.

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Outbound structuring for an African joint venture
Family Business · International

Outbound structuring for an African joint venture

Choosing the right route for a family business's joint venture in Africa.

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