Strategic Advisory

Strategic Insights That
Drive Long-Term Success

Strategic advisory services help organization make informed decision and achieve their goals by providing expert guidance and support across various areas.. These services involve analysing an organisation’s current situation, market trends, and competitive landscape to develop tailored strategies for growth, efficiency, and competitiveness. Key areas include business planning, market entry, financial advisory, risk management, and digital transformation. 

In a rapidly changing business landscape, making informed, forward-thinking decisions is critical for sustainable growth. Our Strategic Advisory services empower organizations to navigate complexity, seize opportunities, and achieve long-term success.

Why Choose Our Strategic Advisory

Expert Insights for Smarter Decisions

Leverage the experience of seasoned advisors who bring industry knowledge, analytical rigor, and a fresh perspective to every strategic challenge. We help you see opportunities and risks that others might overlook, ensuring your decisions are both informed and impactful.

Customized Growth Strategies

We collaborate closely with your leadership team to craft actionable strategies tailored to your business goals, market position, and competitive landscape. Whether you’re entering new markets, optimizing operations, or redefining your business model, our guidance is designed to deliver measurable results.

Data-Driven Approach

Our recommendations are grounded in robust data analysis, market research, and scenario planning, ensuring decisions are backed by insights, not assumptions. This approach minimizes risk and maximizes the potential for sustainable growth.

Future-Focused Planning

We don’t just solve today’s challenges—we anticipate tomorrow’s. By identifying emerging trends, potential disruptors, and evolving customer needs, we help your business stay agile and ready for the future.

Who Our Strategic Advisory Is Built For

Strategic advisory is not for every business, it's for businesses at an inflection point. If you're growing fast, preparing for a transaction, or answering to institutional investors, this is where we add the most value.

$5M–$100M

Typical revenue range of clients we serve, mid-market businesses with institutional-grade complexity

15+

Years of combined Bain, EY, CFA, and CA experience on your advisory team

8+

Years CA experience on your files

01

Mid-Market US Companies ($5M–$100M Revenue)

You've outgrown basic accounting and need a strategic finance partner, someone who can sit alongside your leadership team, challenge assumptions, and translate numbers into decisions. We provide CFO-calibre advisory without the full-time cost.

02

PE-Backed Businesses

Private equity sponsors expect 100-day plans, monthly reporting packages, EBITDA discipline, and clean data rooms fast. We understand PE timelines and reporting expectations, and we integrate with your existing finance team to deliver from day one.

03

Companies Preparing for Sale or Acquisition

Whether you're 12 months from a process or already in exclusivity, getting your financial house in order is critical to maximizing valuation and avoiding retrades. We prepare your Quality of Earnings, normalise EBITDA, and get your data room ready for buyer scrutiny.

High-Stakes Advisory Engagements

We work alongside leadership teams at pivotal moments - fundraising, exits, acquisitions, and board reporting. These are not routine services; they are board-level engagements led by advisors with the credentials to match.

Pre-IPO Financial Readiness

Preparing a company for public markets requires more than clean books. We build IPO-ready financial infrastructure from audit committee formation to SEC-compliant historical financials and prospectus support.

$

3-year restated financials under US GAAP / IFRS

$

Internal controls assessment (SOX 404 readiness)

$

S-1 / F-1 financial statement preparation support

$

Earnings per share, segment reporting, and MD&A drafting

IPO · S-1 · SOX · SEC

Series A / B Fundraising Prep

Investors do serious diligence. We prepare your financial story - models, metrics, and documentation, so your numbers tell a compelling, defensible narrative before the first VC meeting.

$

Investor-grade 3-statement financial model

$

Unit economics analysis (CAC, LTV, payback period)

$

Cap table modelling and dilution scenarios

$

Data room financial documentation and VDR setup

Series A · Series B · VC Diligence

M&A Due Diligence Support

On the buy or sell side, we provide the financial rigour that deals demand from quality-of-earnings analysis to working capital peg negotiations and post-merger integration planning.

$

Quality of Earnings (QofE) report preparation

$

Working capital analysis and peg determination

$

EBITDA normalisation and add-back substantiation

$

Post-merger financial integration roadmap

M&A · QofE · Buy-Side · Sell-Side

Board-Level Financial Reporting

Boards and investors need reporting that goes beyond the P&L. We design and produce board packs, KPI dashboards, and investor reporting frameworks that give directors the insight to govern effectively.

$

Monthly / quarterly board pack design and delivery

$

KPI framework and balanced scorecard development

$

Investor reporting templates and narrative commentary

$

Covenant compliance tracking for debt facilities

Board Reporting · Investor Relations · KPIs

Empowering Leaders with Data-Driven Business Strategies

Our strategic advisory services help businesses make informed decisions that drive growth and long-term success. We offer expert guidance on financial planning, mergers & acquisitions, performance optimization, and risk management to align strategy with business goals.

  • Define long-term vision and growth objectives.

  • Identify market opportunities and expansion paths.

  • Develop strategic roadmaps for sustainable performance.

  • Optimize business models for profitability and efficiency.

  • Align operational processes with strategic goals.

Gaurav Chordia

Lead Strategic Advisor

CFA Charterholder

IIT Delhi · London Business School MBA

IIT Delhi. LBS. Bain. EY.

On Your Side.

IIT Delhi

Engineering Foundation

London Business School

MBA

CFA Institute

CFA Charterholder

Bain & Company

Management Consulting

Ernst & Young

Financial Advisory

Gaurav Chordia brings a rare combination of analytical rigour and practical advisory experience to Accountmate's strategic practice. An IIT Delhi graduate and London Business School MBA, Gaurav built his early career in quantitative problem-solving before moving into the world of high-stakes business advisory.

At Bain & Company, one of the world's top three strategy consulting firms, Gaurav worked on complex growth strategy, operational transformation, and M&A engagements for mid-market and large-cap clients across multiple sectors. This is where he developed the structured, data-first approach that defines his advisory work today.

His EY background added deep financial advisory and transaction services experience covering valuations, due diligence, and financial modelling for M&A mandates. As a CFA charterholder, his investment analysis and financial modelling credentials are among the most rigorous in the profession.

At Accountmate, Gaurav leads our highest-complexity mandates pre-IPO readiness, Series A/B fundraising preparation, PE-backed reporting, and board-level strategic advisory, bringing institutional-firm quality to businesses that need it most.

IIT

IIT Delhi Graduate

LBS

London Business School MBA

CFA

CFA Charterholder

Bain

Bain & Company Alumni

Let’s Work Together

Fill out the form below, and one of our consultants will get back to you promptly. We look forward to understanding your needs and helping you make smarter, faster, and more confident financial decisions.