Client advisory services
At PKP & CO, our Client Advisory Services (CAS) offer strategic and financial guidance across all stages of your company’s life cycle. Whether you're building, restructuring, or exiting a business, we bring strength—financial, strategic, operational—to every decision you make. Led by Mr. G.G. Prabhakaran, a seasoned Virtual CFO and financial governance expert with 15+ years in advisory roles across startups, SMEs, and HNIs — we deliver clarity, valuation insights, capital structuring, and performance dashboards that align with your vision and stakeholder value. Our solutions—rooted in independence, objectivity, and confidentiality—empower you with decision-ready intelligence and long-term partnership.
Financial Structuring & Capital Advisory
- Strategic capital structuring advisory tailored for funding rounds
- Equity dilution modeling and investor readiness analysis
- Guidance on Convertible Debentures (CCD/CCPS) and shareholder instruments
- Debt vs equity optimization for cost-efficient financing
- Capital allocation strategy to support growth and scalability
- Forecast modeling for business-critical fund flow planning
- Dividend policy advisory aligned with stakeholder returns
- Structuring of exit contracts and share purchase agreements
- Integrated planning for valuation drivers and business synergy
- Support in financial restructurings and recapitalizations
Governance & Performance Management
z- Design of virtual CFO dashboards tracking revenue, margins, burn rate
- Establishment of key performance indicators (KPIs) for management review
- MIS reporting systems for board and investor transparency
- Structuring of board governance frameworks for decision-making
- Periodic business performance reviews and variance analysis
- Regular financial and operational risk assessments
- Aligning financial reports with compliance standards (IND AS / IFRS)
- Designing audit-ready reporting architecture
- Development of internal control and policy manuals
- Support for statutory audit preparedness
M&A & Strategic Transaction Advisory
- Conducting fairness opinions for buy/sell decisions
- Synergy analysis for M&A targeting operational value
- Advising on share acquisition & partnership agreements
- Deal structuring based on tax and legal optimization
- Support for due diligence assessments pre-transaction
- Negotiation support for transaction terms and valuations
- Post-transaction integration and performance tracking
- Financial due diligence to validate business assumptions
- Advising on divestiture and divestment planning
- Support for cross-border investment structuring
Virtual CFO & Fractional CFO Services
- Fully managed virtual CFO services for startups and SMEs
- Financial leadership without full-time CFO cost
- Implementation of cloud finance tools (ERP, accounting platforms)
- Cash flow projections and fund runway optimization
- Budgeting and forecasting tailored to growth corridors
- Investor-ready dashboards and financial visibility
- Regular financial health reviews and corrective insights
- Support on GST compliance, tax filing, and financial audits
- Shareholder attractiveness through financial governance
- Scenario analysis – expansions, funding, market pivots
Compliance, Tax Planning & Advisory
- Advisory on corporate tax compliance and audit readiness
- GST return filing and reconciliation services
- Alignment with companies act and RBI/FEMA regulations
- Preclaim structuring for startup tax exemptions (angel tax)
- Transfer pricing planning for domestic and international entities
- Guidance on income tax structuring for business and HNIs
- Support for tax litigation preparedness and notices
- Advisory for inheritance tax and wealth transition strategies
- Ensuring funding compliance under Startup India guidelines
- Long-term tax optimization for corporate efficiency