Specialist Advisory
High-value projects that go beyond day-to-day finance.
Focused engagements for the moments that shape your business: a valuation, an ESOP plan, a pricing reset, a new market.
What we do
Six specialist engagements
Business valuation
- Valuation for fundraising, M&A or ESOP
- DCF, comparable and asset-based approaches
- Investor and lender-ready reports
ESOP advisory
- ESOP scheme design and structuring
- Grant and exercise valuation
- Tax and regulatory compliance
Pricing and GTM strategy
- Product costing and pricing architecture
- Go-to-market financial modelling
- Break-even and margin optimisation
Financial projections
- 3 to 5 year P&L, balance sheet and cash flow
- Scenario and sensitivity analysis
- Investor and board-ready format
SOP and process advisory
- Finance SOP design and implementation
- Process documentation and internal controls
- System readiness for scale
International expansion
- Incorporating entities outside India
- Cross-border tax and FEMA structuring
- Singapore, UAE and USA advisory
How a project runs
A clear question, a clear answer
Every specialist engagement is scoped, priced and delivered as a project.
Discuss a projectScope
A short discovery to agree the question, the deliverable and the timeline.
Analyse
We work from your real numbers, not templates, and test the assumptions with you.
Recommend
A clear recommendation with the numbers behind it, ready for your board, investors or lenders.
Implement
Where it helps, we stay on to put the recommendation into practice.
You deal with the principal, not a junior.
Amit Tiwary
Founder-Director, ProCFO
Amit has spent 20+ years in corporate finance and advisory, and has guided 100+ businesses through fundraising, CFO services, operational finance and M&A. He leads every ProCFO engagement personally, backed by a multi-qualified team of accountants, company secretaries and analysts, with maker-checker review on every deliverable.
He is a Chartered Accountant, Cost and Management Accountant and Company Secretary, with an Advanced Diploma in Management Accounting from CIMA, London.
Client impact
Real outcomes
Business names are withheld for confidentiality. The outcomes are from actual engagements.
4 to 6%
Pharma manufacturer: margin recovered
Revenue was growing while margins fell. We built SKU-wise profitability from scratch, renegotiated distributor margins and set cost-centre budgets with variance tracking.
4 stores
Multi-outlet retail, Rs 35 Cr: loss-making stores found and exited
No SKU or store-level P&L and inventory leakage going undetected. We built SKU and store profitability, inventory and wastage tracking, and KPIs for every store manager. The remaining stores improved margins.
FAQ
Frequently asked questions
Can I take a specialist project without a retainer?
Yes. Specialist advisory work is scoped and priced as a project, and can also be added to any Managed CFO Office tier.
Which valuation methods do you use?
DCF, comparable company and asset-based approaches, chosen to fit the purpose, whether that is fundraising, M&A, ESOPs or a lender. Where a registered valuer's report is legally required, we coordinate it.
Can you help us design an ESOP scheme?
Yes. We design and structure the scheme, value grants and exercises, and cover the related tax and regulatory compliance.
Do you help with pricing decisions?
Yes. We build product costing and pricing architecture, model go-to-market scenarios and show the break-even and margin effect of each option.
Your next step
Let's look at your numbers together.
One conversation will show you where your finance function stands and what fixing it looks like.
+91 97314 05575
info@procfo.co.in