SERVICE 04
The decisions that define the next chapter of a business rarely fit inside a standard service scope. We advise at the intersection of finance, structure and strategy.
INTRODUCTION
We advise businesses on corporate structure, transactions and governance — engagements that typically sit between accounting and strategy, and require both to do properly.
Whether a business is preparing for investment, restructuring its ownership, entering a joint venture or navigating a regulatory change, the advice is commercially grounded and delivered by a partner — not a junior analyst working from a template.
We also work with founders and boards on an ongoing basis as a sounding board for decisions that do not fit neatly into the annual audit or tax return.
Engagements are scoped individually. These are the services most often requested.
Corporate structure design for tax efficiency, liability separation and alignment with growth plans — including holding company and subsidiary arrangements.
Buy-side and sell-side advisory for acquisitions, mergers and business sales — from indicative valuation to transaction close.
Quality of earnings, working capital analysis and financial risk review for investors and acquirers considering a transaction.
Independent valuations for transactions, shareholder disputes, buy-outs and regulatory or tax purposes.
Board structure, director responsibilities, related-party policy and statutory compliance under the Companies Act 2017.
Financial model preparation, information memoranda and data room organisation for businesses seeking equity or debt investment.
HOW WE HELP
Structure that worked at startup often creates problems at scale — in tax, liability, succession and investor readiness. We review the current arrangement against your next five years and recommend changes with a clear implementation path.
We produce independent valuations using DCF, earnings multiple and asset-based methods, explained in terms a counterparty or investor will find credible — not a number produced to win an argument.
We identify and fix the issues a buyer's due diligence will find before they find them — clean up historic reporting, resolve related-party arrangements and organise the data room so that the process moves without delays.
Under the Companies Act 2017, director duties, related-party approvals and statutory filings carry personal liability. We map your current compliance against the requirements and close any gaps.
Succession, minority shareholder rights, dividend policy and the separation of family and corporate finances require careful structuring.
Reporting to investors, compliance with shareholder agreements and preparation for follow-on rounds or exit need a finance function that works ahead of the event.
SECP compliance, related-party transaction disclosure and PSX listing requirements demand governance that is documented, not assumed.
First-time businesses benefit from getting structure right at incorporation rather than restructuring expensively two years later.
Business model, ownership structure, stakeholder objectives and the decision or event that prompted the engagement.
Financial, tax and legal dimensions of the decision are reviewed together, not in separate silos.
Options are presented with their commercial, financial and tax implications — so the decision is made with complete information.
Agreed steps are executed — including documentation, filings and coordination with legal counsel where required.
SAMPLE CONTENT — CMS-READY PLACEHOLDERS
Thirty minutes, no obligation. Bring the decision you are facing.