Case Studies Archive - Page 2 of 7

25 Aug 26

How an ESOP Valuation Shaped Scheme Design at a Funded Kochi Technology Company

Key Takeaways Two separate valuations are involved, and they exist for different purposes at different dates. Fair market value of unlisted shares on the exercise date must come from a merchant banker. The accounting charge runs through the profit and loss account over the vesting period, whether or not options…

18 Aug 26

How a Kerala Founder Read a Term Sheet Properly Before Signing a Series A Round

Executive Summary A term sheet arrived at a Kerala technology company with a valuation the founder was pleased with and a set of terms nobody had modelled. The round was institutional, the investor had backed many companies before and the document was entirely standard. Standard is not the same as…

28 Jul 26

Outsourced CFO Services: Financial Governance for a UAE Subsidiary

At a Glance Outsourced CFO services helped a UAE-owned retail and F&B group fix its Kerala subsidiary’s financial governance. Within 5 months, the business moved from ad hoc reporting to full board-level visibility. Monthly board reporting: none → delivered within 7 working days of month-end Pending statutory compliance gaps resolved:…

24 Jul 26

Financial Advisory Services: Working Capital Recovery for an Engineering Company

At a Glance Financial advisory services helped a Kochi-based industrial engineering company recover from a severe working capital crunch. The company cut its receivable cycle by 37% and its finance costs by 22% within 6 months. Days Sales Outstanding (DSO): 145 days → 92 days Cash conversion cycle: 160 days…

20 Jul 26

Transaction Due Diligence: NRI Business Acquisition in Kochi

At a Glance Transaction due diligence helped a Singapore-based NRI entrepreneur uncover undisclosed financial, tax, and legal risks in a Kochi seafood export company he planned to acquire, leading to a renegotiated purchase price and a fully protected deal structure closed within 4 months. Normalized EBITDA restated: ₹5.5 Cr (reported)…

Foreign Company Registration Services in India JPKAD

14 Jul 26

Foreign Company Registration Services in India: US Tech Market Entry in Bengaluru

At a Glance Foreign company registration services in India helped a US-headquartered cybersecurity SaaS company incorporate its Bengaluru subsidiary, resolve FDI and transfer pricing compliance, and launch its Global Capability Center within 5 months of its India market entry decision. Incorporation timeline: 70+ days (stalled attempt) → 18 days Transfer…

Corporate Tax Consultants in India JPKAD

10 Jul 26

Corporate Tax Consultants in India: UAE Business Expansion in Kochi

At a Glance Corporate tax consultants in India helped a UAE-headquartered FMCG distribution company eliminate permanent establishment risk, restructure its Kochi entity under a treaty-efficient framework, and reduce its effective corporate tax rate from approximately 35% to 25.17% within 6 months of its India market entry. Withholding tax on cross-border…

07 Jul 26

Investment Readiness Advisory: NRI Manufacturing Business for Private Equity

At a Glance An NRI-promoted precision manufacturing company based in Kochi used JPKAD’s investment readiness advisory to resolve cross-border FEMA compliance gaps, restate its financials, and close ₹30 Cr in private equity growth capital within 9 months. Due diligence timeline: 120+ days → 45 days FEMA/FDI regulatory gaps resolved: 11…

30 Jun 26

How Virtual CFO Services Improved Cash Flow and Profitability for a Fast-Growing SME

Introduction India’s MSME sector is the backbone of the country’s industrial economy, but delayed payments remain one of its most persistent threats. According to the Economic Survey 2025-26, as reported by Business Standard, roughly ₹8.1 trillion remains stuck in overdue MSME payments nationally — a strain that hits manufacturing-heavy industrial…

25 Jun 26

How Financial Transaction Advisory Services Helped a Manufacturing Company Secure Strategic Investment

Introduction For manufacturing companies seeking expansion, securing strategic investment is often a critical milestone. However, attracting investors requires more than strong operations and revenue growth. Investors demand financial transparency, accurate valuations, risk assessments, and confidence in the company’s future performance. This is where Financial Transaction Advisory Services play a vital…

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