Strategic counsel on structuring, risk, and growth — before they become expensive mistakes. Not just filing returns, but thinking about what the numbers mean for where you're headed.
Most compliance firms stop at filing your returns. The decisions that actually shape a business — how to structure a raise, when to convert entities, how much risk a related-party transaction carries — need a different kind of conversation, earlier.
Structuring questions asked after a decision is already made, when options have narrowed.
Related-party transactions, fund flows, or equity terms agreed to without a compliance read.
Advice that doesn't account for your specific funding stage, sector, or ownership structure.
Entity structure, cap table, and fund flow reviewed before major decisions, not after.
Financials, compliance history, and structure reviewed for what investors will actually diligence.
Transactions between founders, entities, or affiliates assessed for compliance exposure.
What changes — GST thresholds, audit applicability, ROC obligations — as you scale, mapped in advance.
ESOP pools, founder vesting, and equity splits structured with tax and compliance in mind.
Direct access for one-off decisions — a term sheet review, a structuring question, a second opinion.
We understand your business, stage, and the specific decision or question in front of you.
Your current setup — entity, cap table, fund flows — reviewed against where you're headed.
Clear, written recommendations with trade-offs explained, not just a single prescribed answer.
If action is needed — a registration, a filing, a restructuring — we execute it directly.
Advisory clients get direct access for follow-up questions as decisions evolve.
Advisory work varies significantly in scope, so every engagement is priced after an initial discovery conversation — no fixed proposal before we understand the actual question. Excludes GST (18%).
Compliance keeps you filed and legal. Advisory looks ahead — structuring decisions, risk exposure, and growth planning before they turn into compliance problems.
No — advisory sessions are available standalone, though existing clients get advisory context baked into their ongoing engagement.
That's exactly the kind of ad-hoc counsel this covers. Bring the specific document or decision and we'll scope a session around it.
No lock-in. You can book a single session or set up an ongoing retainer once you know the cadence of advice you need.
Both, if you want. Recommendations that require filings, restructuring, or registrations can be executed directly by our compliance team.
Tell us what you're deciding — a raise, a structure change, a risk question — and we'll scope the right advisory engagement.
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