Business Advisory & Financial Consulting
Project report preparation, working capital financing, business valuation, project viability analysis, and strategic growth consulting.
Expanding businesses often struggle to secure bank loans or institutional funding due to poorly drafted project reports or lack of realistic valuation models. Getting professional project appraisals is critical before making major capital investments.
Who Requires This Compliance?
What is Included in Our Service?
- Preparation of Detailed Project Reports (DPR) and CMA Data for bank loans
- Structured business valuations using DCF (Discounted Cash Flow) and relative valuation methods
- Working capital management advisory (Cash budget, current assets optimization)
- Corporate restructuring planning (Mergers, acquisitions, spin-offs)
- Due diligence investigations for joint ventures and partnerships
- Assistance in project finance and subsidy schemes with government departments
Execution Workflow & Timeline
Information Gathering & Interviews
Deep-dive interviews with the management to map expansion plans, cost structures, and capacity targets.
Financial Modeling & CMA Compilation
Build robust financial projections, cash flows, and credit ratios (DSCR, Debt-Equity) formatted as per bank guidelines.
Draft Review & Valuation Analysis
Present the project viability report and draft valuation findings for board review.
Bank Liaison & Pitching
Provide technical backing to present the DPR to commercial banks or investors.
Documents Required Checklist
Prepare these files to ensure immediate review and submission of your cases.
Project Finance Onboarding
- Last 3 years audited financial statements
- Details of project site, lease agreements, and construction estimates
- Quotations of machinery or capital items to be purchased
- GST ledger books and promoter KYC files
Frequently Asked Questions
CMA (Credit Monitoring Arrangement) data represents a systematic projection of a business's financials, past and future, detailing working capital requirements and profitability. Banks mandate CMA data to assess the creditworthiness of a business before approving working capital limits or term loans.
We use globally accepted methodologies, including the Income Approach (DCF - Discounted Cash Flows), the Market Approach (Comparable Company Multiples), and the Asset-Based Approach. The selected method depends on the industry, company lifecycle, and the purpose of the valuation.