Transaction Advisory Services
Mergers and acquisitions advisory, financial due diligence, business valuation, financial modelling, deal structuring, and investment support for transactions of all sizes.
Transactions Executed with Precision, Confidence & Clarity
JBB Business Advisors provides end-to-end transaction advisory services — from initial financial due diligence and independent valuation through deal structuring, negotiation support, and post-transaction compliance. We support acquirers, sellers, and investors across the full transaction lifecycle.
Every transaction carries financial, tax, and regulatory complexity that generic advisory cannot address. Our CA-led transaction team combines financial modelling expertise, accounting rigour, and practical deal experience to help clients navigate complexity and close transactions with confidence.
7+
Years of Practice
50+
Clients Supported
3
Chartered Accountants
100%
Client Satisfaction
Our Scope
What We Help With
Comprehensive transaction advisory covering M&A, due diligence, valuation, modelling, and investment support.
Mergers & Acquisitions
End-to-end M&A advisory — target identification, deal structuring, negotiation support, documentation, and post-merger integration planning.
Financial Due Diligence
In-depth financial, tax, and accounting due diligence to surface risks, liabilities, and quality of earnings before deal completion.
Business Valuation
Independent business valuations using DCF, comparable company analysis, and asset-based approaches for transactions, reporting, and disputes.
Financial Modelling
Bespoke financial models for transaction scenarios, business planning, fundraising, and management decision-making.
Deal Structuring
Advisory on optimal deal structure — share deal vs asset deal, consideration mechanisms, earn-outs, conditions precedent, and warranties.
Investment Support
Supporting founders and management through equity fundraising — investor deck review, term sheet negotiation, and cap table advisory.
Dispute Valuation
Independent valuations and expert opinions for commercial disputes, shareholder disagreements, NCLT proceedings, and arbitration.
Strategic Advisory
Strategic financial advisory for business owners — growth planning, exit preparation, acquisition strategy, and capital allocation.
Key Service Deliverables
Every transaction advisory engagement delivers formal, well-documented outputs — providing the evidence and analysis required to make informed decisions and close transactions with confidence.
- Financial due diligence report with risk and quality of earnings analysis
- Business valuation report (DCF, market approach, asset approach)
- Transaction financial model (three-statement, scenario analysis)
- Deal structure memorandum with tax and legal considerations
- Investor-ready information memorandum and financial summaries
- Term sheet review and negotiation support documentation
- Post-transaction integration plan (financial and compliance)
- Expert valuation report for dispute or regulatory purposes
Why JBB
Why Choose JBB for Transaction Advisory
CA-led advisory that combines financial rigour, tax intelligence, and practical deal experience to support your transactions.
CA-Led Transaction Team
Experienced CAs with direct M&A and transaction advisory credentials — not just generalist advisors.
Deal-Speed Delivery
We match transaction timelines — delivering due diligence reports, models, and valuations within agreed deadlines.
Risk-First Due Diligence
Our financial due diligence focuses on deal-critical risks — not routine checklists — so you close transactions confidently.
Independent Valuations
Credible, defensible valuations backed by robust methodology — accepted by investors, lenders, and regulatory authorities.
Founder-Friendly Approach
We explain complex financial concepts clearly — ensuring founders and management fully understand every transaction decision.
Integrated Tax & Legal View
Transaction advisory coordinated with our tax and company law teams — delivering a complete, de-risked transaction picture.
How We Work
Our Transaction Advisory Process
Five structured steps delivering rigorous analysis and confident transaction execution from first call to deal close.
Transaction Scoping
We understand the transaction objectives, timeline, deal size, and key stakeholders to scope the advisory engagement.
Data Room Review
We review financial statements, management accounts, contracts, and all data room documents systematically.
Analysis & Modelling
Financial analysis, valuation modelling, and due diligence fieldwork are completed by our CA team with rigour.
Report & Advisory
We deliver formal due diligence reports, valuation reports, or financial models — with clear management presentations.
Deal Support & Close
We support negotiations, conditions precedent, and completion mechanics — providing advisory until transaction close.
Also From JBB
Explore Related Services
Discover other compliance and advisory services offered by JBB Business Advisors.
Accounting, Reporting & Assurance
Bookkeeping, financial statements, assurance review, and Fractional CFO.
Learn MoreBusiness Support Services
Secretarial & ROC compliances, payroll, internal audit, and fixed assets.
Learn MoreDirect Taxes & Compliance
Corporate tax, transfer pricing, international tax, and representation.
Learn MoreFAQ
Frequently Asked Questions
Common questions about M&A advisory, due diligence, valuation, and deal structuring — answered clearly.
What does financial due diligence involve?
Financial due diligence involves a systematic review of a target company's historical financial statements, accounting policies, revenue and cost quality, working capital patterns, off-balance sheet liabilities, contingent risks, and related party transactions. The output is a due diligence report that quantifies deal risks and informs pricing and deal structure.
What valuation methodology does JBB use?
We use multiple valuation approaches depending on context: Discounted Cash Flow (DCF) for going-concern businesses, Comparable Company Analysis (CCA) using listed peer multiples, Comparable Transaction Analysis for M&A reference, and Net Asset Value (NAV) for asset-heavy businesses or holding companies. The choice of methodology is discussed and agreed with the client upfront.
What is an earn-out and when is it used?
An earn-out is a deal mechanism where part of the purchase consideration is contingent on future performance of the acquired business. It bridges valuation gaps between buyer and seller — common in founder-led businesses, technology companies, or where future revenue visibility is uncertain. We advise on structuring, measuring, and documenting earn-out arrangements.
Can JBB help a startup prepare for a funding round?
Yes. We assist startups with investor-ready financial modelling, valuation analysis, information memorandum preparation, cap table structuring, and term sheet review. We also provide guidance on ESOP schemes, CCPS structuring, and FEMA compliance for foreign investment.
What is the difference between a share deal and an asset deal?
In a share deal, the buyer acquires the target company's shares — taking on all its assets and liabilities. In an asset deal, the buyer acquires specific assets (and may assume some liabilities). The choice has significant tax, STAMP duty, employee, and regulatory implications. We advise on the optimal structure based on the specific transaction context.
Get Started
Planning a Transaction? Get Expert Financial Advisory Support.
Speak with JBB Business Advisors for rigorous due diligence, independent valuations, and deal advisory that helps you transact with confidence.