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

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

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.

Sell-side diligence ahead of a fund raise
Finding and fixing the red flags before investors could — so diligence met clean books, not explanations.

Stock-based compensation plan for a SaaS start-up
Designing a stock-based compensation plan that balances retention, co-ownership and tax cost.

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

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.

Cash repatriation for a multi-layered conglomerate
Unlocking surplus cash trapped behind multi-tier distribution taxes.

Outbound structuring for an African joint venture
Choosing the right route for a family business's joint venture in Africa.
