Prepare for Investor Review
Startup Advisory and Funding
Financial models, valuation, investor-ready records and fundraising preparation for early-stage founders.
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Private Equity Advisory for Businesses
An established business considering private equity needs reliable earnings information and a clear account of its tax, financial and compliance risks. We support transaction preparation, valuation analysis and due diligence responses, then review the financial terms with your legal advisers. Investor selection and deal decisions remain with you.
About the Service
Understanding Private Equity
A private equity investor typically looks at profitability, growth, governance and the quality of financial information much more closely than an early-stage investor does. Deal preparation can take months: normalising earnings, producing a credible business plan, resolving tax and compliance exposures and preparing a data room that answers questions before they are asked.
We work on the financial and compliance workstreams of that preparation. We help you decide whether and how much equity to sell, assess valuation ranges, prepare information for prospective investors, support financial and tax due diligence and review the financial terms of the offer. Legal documentation is handled with your lawyers, and the choice of investor and terms remains with you.
Related guidance: Startup Advisory and Funding, Valuation Services and Virtual CFO Services.
Our team is based in Gandhi Nagar, Delhi, supporting clients across Delhi-NCR and remotely across India. We confirm any on-site or hearing requirements when agreeing the engagement.
Who Needs This Service
- Owner-managed and family businesses considering growth capital or partial liquidity
- Established companies planning expansion, acquisitions or a restructuring of ownership
- Founders who have received an approach from a private equity or growth fund
- Companies preparing for a later-stage round who want an independent review of their numbers
- Shareholders considering a partial or full exit
What Is Included
- Investment-readiness review across financial reporting, governance, tax and compliance
- Normalisation of earnings and preparation of historical financial summaries
- Business plan and financial projections suitable for investor review
- Valuation ranges and analysis of the effect of different deal structures on ownership and returns
- Preparation of an information memorandum and an organised virtual data room
- Support during financial, tax and regulatory due diligence
- Review of the financial terms in a term sheet, such as valuation mechanics, adjustments and reporting obligations
- Coordination with lawyers on definitive agreements, and help with post-closing filings and investor reporting
Benefits
- A clearer, evidence-based picture of what your business may be worth and why
- Fewer surprises in due diligence, because gaps are found and fixed in advance
- Better-informed negotiation on the financial terms
- Reduced disruption to management time during the transaction
- A reporting discipline that continues to serve you after the deal closes
What You Receive
- A readiness report with prioritised actions
- Historical financial summaries and normalised earnings analysis
- Financial projections and valuation analysis
- An information memorandum draft and a due diligence data room
- Summary of the financial terms and their effects on you
How We Work
How We Assist with Private Equity
Diagnose
We review your financials, governance and compliance as an investor would, and tell you what is strong and what needs work.
Prepare
We normalise the numbers, build the projections, prepare the information memorandum and organise the data room.
Engage with Investors
We help you understand investor requirements, prepare for management presentations and support due diligence requests.
Close and Report
We review financial terms, coordinate with lawyers on the agreements and set up the reporting and filings needed after closing.
Documents We May Ask for
- Audited financial statements for the last three years, where available, and the latest management accounts
- Income tax, GST and ROC filings and any pending notices or disputes
- Business plan, projections and customer, supplier and employee information
- Shareholding, capital structure and details of borrowings
- Key contracts, licences and approvals
- Any term sheet or offer already received
Requirements depend on the transaction. We prepare a tailored request list after our first review.
Why Choose MSG & Associates
- A chartered accountancy firm that already works with accounts, tax and audit, which are the areas investors test most closely
- Candid assessment of readiness and value, with no promise of investor interest or outcomes
- Delhi-based, advising businesses across India through secure digital channels
- Clear explanations that let owners make decisions with confidence
Questions
Private Equity: Common Questions
The useful answers, upfront.
Still have a question? Start a conversation and we will point you in the right direction.
We prepare your business and can facilitate discussions where appropriate, but we cannot guarantee interest from any investor or the terms of a deal. The decision to invest belongs to the investor.
It depends on the quality of your records and the questions investors raise. Businesses with clean books and clear governance can be ready sooner. We give you a timeline after the readiness review.
It is your profit adjusted for one-off, non-business or non-market items, to show what the business earns in a typical period. Investors usually value a business using normalised figures.
That depends on the stake sold and the rights negotiated, such as board seats, vetoes and exit terms. We model the effect on ownership and explain the financial terms, and your lawyers advise on the legal rights.
No. Definitive agreements are drafted and negotiated by lawyers. We handle the financial, tax and compliance workstreams and coordinate with your legal team.
Related Services
Value You Can Explain
Valuation Services
Business and share valuation for funding, transactions, tax and regulatory purposes.
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Virtual CFO Services
Management reporting, budgeting, cash-flow planning and fundraising support without a full-time CFO.
Explore service : Virtual CFO Services
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