Services

Business Management Advisory

Our Business Consulting professionals help clients identify and solve the challenges that stand in the way of their growth journey. We support our clients in becoming a dynamic organization that is agile and flexible to respond to evolving business needs and changes in the existing business environment.

We have a team of experts with in-depth knowledge of business functions and provide customized solution that are aligned with our client demands. We provide business advisory services that help build high performing enterprises which are profitable, scalable and sustainable.

Services offered under Business Management Advisory includes:
  • Corporate Advisory

    We offer customized multidisciplinary services to help clients expand their businesses geographically, diversify their product offerings, and connect with a wide range of buyers and suppliers. Our team excels in market identification, product selection, and establishing valuable industry connections. With our holistic approach, we empower clients to make informed decisions and capitalize on emerging business opportunities.

  • Market Entry Strategy

    We support our clients with the appropriate structure to match their India business strategy. We map risks and necessary steps required to register and operate the entity (be it Liaison, Branch,
    Project Office, Limited Liability Partnership, Wholly Owned Subsidiary or a Joint Venture in India), in accordance with the applicable regulatory and foreign exchange requirements.

  • Business Transformation

    Our business transformation team work closely with the clients to help change their companies’ trajectories irrespective of the position they find themselves in their transformation journeys. We understand underlying considerations of your business choices, develop and execute strategies that deliver sustainable transformation, in an accelerated timeframe, keeping a balance between short-term and long-term goals. Our solutions are tailored, implemented, and supported by detailed insights.

  • Start Up Mentoring

    We work with innovative and disruptive early-stage fast-growth start-ups to realize their growth ambitions. We offer advisory services related to valuation, business plan/financial
    model review, identifying market linkages, due diligence, and deal support.

Transaction Advisory

Business owners and investors consistently face challenges in determining the market value of the business or navigating the complex deal structure while taking key decisions like raising debt, equity, acquisition or divestiture. Our transaction Advisory team utilizes its experience and tools to both evaluate and improvise business deals from financial accounting, taxation and legal perspective. Apart from providing independent, supportable documentation to the clients, We can help identify and resolve complex issues that prevent unforeseen delays and unexpected surprises, as well as navigate through the negotiation process in the execution stage.

Our transaction advisory team comprises of in-house experts who work with clients to ensure seamless planning and execution at all the steps and stages and to ensure that each transaction is entered into with complete understanding of the opportunities and risks involved.
 

Services offered under Transaction Advisory includes:
  • Mergers and Acquisition
    • Sell-side Advisory: We assist clients in evaluating the potential value of their business. We work closely with them in devising strategies for fair deal negotiations.
    • Buy-side advisory: From market analysis to defining an acquisition strategy, we help the clients find their potential targets, negotiate a fair value and support the management in finalization of definitive agreements.
  • Due Diligence
    • We offer Market, Financial, legal and Tax Due Diligence support involving on-site reviews and interviews with the management both on the buy side as well as the sell side.
  • Valuation
    • We select the most appropriate, internationally acceptable valuation technique to arrive at a fair business value prior to accepting or making an offer. Valuation services are rendered for start up investments, family settlements, dispute resolutions, purchase price allocations, etc.
  • Fund Raising
    • We help our clients raise growth capital through venture capital, private equity or Debt funding from banking channels by offering transaction support involving preparation of pitch documents, building of a valuation model and assistance during the ensuing negotiations.
  • ESOP Management
    • Under ESop Advisory we offer one stop solution on all ESOP’s requirements encompassing Legal, Taxation, Regulatory and Management support.

Assurance Services

Assurance services are designed in view of the evolving Compliance and accounting reporting standards. These services offers validity and are aimed to provide an independent, objective assessment of the financial Accounting, reporting, adherence to compliance along with review and monitoring of the financial costs incurred.

The objective is to assure management that financial statements are accurate and operations are done in accordance with applicable regulations. The services help improve the quality of information for decision-makers while rendering financial peace of mind to the promoters.

Services offered under Assurance Services includes:
  • Internal Audit
    • Audit and Review of Accounting: Maintenance of correct books of Accounts is not only necessary to ensure proper compliances but also to provide the information necessary for the management to take correct business decisions. Our Team conducts a thorough review of the Books of Accounts ensuring representation of fair position of the affairs of the Company.
    • Review of Banking Operations including Audit of Banking and Trade Finance Charges: Banking Review services include doing a regular monitoring of the charges levied in the account and reviewing the same on a monthly basis. In case of any discrepancy we will support in initiating communication with Bank for necessary rectification. We render transaction support including negotiations, transaction structuring etc and ensure that the terms of sanction are being complied with to the bank’s satisfaction and any short fall will be highlighted to the management from time to time. We also offer support in resolving any conflict arising from the deficient services at the bank’s end.
    • Audit of Compliances with Systems and Procedures: The ever growing size and business complexities make it virtually impossible for promoters to oversee the entire operations. Hence Systems and procedures play a very important role in the smooth functioning of a growing enterprise. SOPs not only help in smooth operations but also minimise risks of fraud. While many enterprise are able to establish the SOPs but the implementation and compliance remains a key challenge. This poses challenge to the management as they rely on the SOPs for smooth functioning of the business with minimum supervision. At RBNA we conduct a complete audit and review of compliances with established SOPs. We also help in creation of SOPs. 
  • Statutory Audit

    Statutory audits are required by law in many jurisdictions and are usually conducted by certified public accountants (CPAs). It involves a comprehensive audit of financial transactions,  accounting records, Financial Statements and specific matters as mandated by law to ensure accuracy and comply with applicable laws and regulations.

    With our Statutory Audit services, we help organizations in India comply with the statutory audit requirements of the Companies Act, 2013. We have a team of experienced chartered accountants and other professionals who are well versed with all aspects of the statutory audit process, from planning to execution and reporting.

  • Due Diligence & Compliance Audit
    • Adherence to Compliance is a key aspect of finance as non-compliance could lead to lead to heavy penalties, loss of goodwill and disruption in business and sometimes even closure of the business. Under these services our team conducts review of various Compliances applicable on the Company such as Income Tax, Goods and Service Tax, Companies Act, Foreign Exchange Management Act, Labour Laws, Industry Specific Compliances like FSSAI etc.
    • We also offer Due Diligence of Target Company before acquisition. Due Diligence plays a very important role in any acquisition and in case of any non-compliances, the acquirer has to bear the risk. Our Team conducts a thorough Due Diligence of Target Company to ensure that the risk is minimized for the acquirer company. We also provide professional assistance to the Companies to handle their Due Diligence by another company.
  • Social Impact Assessment

    We offer expertise in conducting social impact assessments for development projects and Corporate Social Responsibility (CSR) initiatives. Our experienced & qualified team applies relevant guidelines and assessment processes to evaluate social impacts. We also provides guidance on integrating social impact considerations into CSR projects, aligning them with sustainable development goals and stakeholder expectations.

  • Environment Social and Governance (ESG) Audit & Reporting
    • Our expert team assists companies in various aspects of ESG (Environmental, Social, and Governance) management. We specialize in identifying relevant ESG risks and opportunities, selecting suitable ESG KPIs, establishing robust data collection and reporting processes, conducting regular audits, and aligning ESG reporting with Indian regulatory requirements and international best practices. Additionally, we help companies effectively communicate their sustainability efforts to stakeholders.
  • Special Audits

    We assist our clients with special purpose reviews on specified areas viz. Corporate Social Responsibility, Information Technology Systems, adherence to Standard operating procedures, Grant utilization, Review of Bank charges etc.

Business Valuation Services

We are providing a wide range of Valuation services. Our Valuation Services include:

  • Business Valuation for Regulatory Purpose

    Companies Act, 2013 – Preferential Allotment, Mergers, Demergers etc.

    FEMA (FDI)

    Income Tax (Section 50B, 50CA, 56(2),

    SEBI

    Insolvency and Bankruptcy Code

  • Business Valuation for Financial Reporting

    - Purchase Price Allocation

    - Impairment / Diminution

    - Fair Value Reporting as per Ind AS

    - Valuation required for the following Ind-AS:

     

    Ind AS 113: Fair Value Measurement

    Ind AS 109, 107 & 32: Financial Instruments.

    Ind AS 102: Share Based Payments

    Ind AS 103: Business Combinations

    Ind AS 38: Intangible Assets

    Ind AS 16: Property, Plant & Equipment

    Ind AS 36: Impairment of Assets

  • Business Valuation for Transactions

    Mergers/Acquisitions

    Fresh Issue of Shares

    Transfer of Shares

    Investments

    Brand Valuation

    ESOP/Sweat Equity

    Fund Raising

    Sale of Businesses

    Dispute Resolution

    Voluntary Assessment

  • Cross Border Valuation Services

    Our cross-border valuation practice combines deep regulatory expertise with international accounting standards to support businesses in global transactions, foreign investments, and compliance requirements across jurisdictions.
     

    409A & Section 83 Valuations (USA)
    - 409A valuations for US-incorporated companies and subsidiaries for stock option pricing
    - Section 83(b) election valuations for restricted stock and equity compensation
    - Fair Market Value (FMV) determination compliant with IRS guidelines
    - Support for startups, PE/VC-backed companies, and cross-listed entities.

    Foreign Company Valuations for FEMA
    - Valuation of foreign entities for inbound and outbound FDI under FEMA regulations
    - Compliance with RBI Master Directions for Overseas Direct Investment (ODI)
    - Valuation for Compulsorily Convertible Instruments (CCDs, CCPs) involving foreign parties
    - Pricing guidelines for share transfers between residents and non-residents
    - Valuation reports accepted by Authorised Dealer banks and RBI

    Purchase Price Allocation (PPA) – Cross Border
    - PPA for cross-border mergers, acquisitions, and business combinations 
    - Identification and fair valuation of intangible assets (brands, customer relationships, technology)
    - Compliance with IFRS 3, Ind AS 103, and US GAAP ASC 805
    - Goodwill computation and allocation across reporting units
    - Support for statutory auditor sign-off requirements

Case Studies

System Configuration for Serving MIS requirements

System Configuration for Serving MIS requirements

Situation: Our client was into manufacturing with more than 20 product variants .. Read More
Transition to Multiple Banking Structure

Transition to Multiple Banking Structure

Situation: Our client was contemplating to optimise the firms banking costs and sought ser.. Read More
Managing financial costs

Managing financial costs

Situation: The client had been witnessing steady growth in business and were expanding in .. Read More
Foreclosure Charges

Foreclosure Charges

Foreclosure charges or pre-payment charges are levied as a penalty for closing the credit facility p.. Read More
Managing Banking Services

Managing Banking Services

Situation: The client was banking with its Bank for last 8 years. The relationship had bee.. Read More