FRACTIONAL CFO · M&A ADVISORY · CROSS-BORDER TAX

I'm Neel - US CPA, Indian CA, and a fractional CFO and M&A advisor to ambitious founders. I help AI, SaaS, Services and Crypto businesses build the financial backbone investors expect - and owners structure, scale or sell their businesses with cross-border rigor.

Strategic finance that turns ambition into sustainable growth.

Book a free consultation →
$10M+
M&A pipeline
advised across 4 deals
30+
Founders & CEOs
served globally
5
Jurisdictions
US · UK · IN · UAE · AU
8+
Years in finance
5+ as fractional CFO

My Approach

Finance, Aligned…

Gone are the days when finance and accounting was just a compliance function. We dive deep into the business - the vision, objectives, risk appetite - and ensure finance, tax and reporting are aligned to where you're actually going.

Subjective Decisions, based on Objective Numbers

No friction between finance and ops. We blend financial and non-financial data into relevant, well-defined KPIs so your team can make critical subjective calls with clarity.

M&A That's Built on the Numbers, not around them

Whether you're acquiring, merging, or preparing for exit, the deal structure is only as strong as the financial foundation beneath it. I bring the same CFO-level rigour to every transaction - valuation, due diligence, and deal structuring across borders.

International Tax, Structured for the Real World

Transfer pricing, multi-tier holding structures, treaty applications, and OECD BEPS compliance - advice that works across jurisdictions, not just within one.

Two practice areas

Strategic finance, aligned to where you're actually going.

We work across two distinct mandates. One ongoing, one transactional. Both built on the same cross-border, M&A-grade foundation.

Practice Area 01 — Ongoing

Fractional CFO

For AI · SaaS · Crypto founders, Seed to Series B

Senior finance leadership for founders running fast. Monthly close, board pack, runway modeling, investor diligence, and cross-border tax — without a $300K full-time hire.

  • Investor-ready monthly close & KPI dashboard
  • Cash runway, scenario modeling, unit economics
  • Fundraising data room & diligence support
  • Transfer pricing, multi-tier structuring & treaty-compliant cross-border architecture
Explore Fractional CFO
Practice Area 02 — Transactional

M&A Advisory

For IT services, staffing & professional-services owners — buy-side and sell-side

$40M+ pipeline advised across 4 deals. SDE normalization, attrition diligence, SPAs, valuation, cap tables, earn-out mechanics, and cross-border tax architecture for services-agency transactions.

  • Sell-side: pre-sale readiness, valuation, deal structuring
  • Buy-side: target screening, IOI/LOI, QoE, integration
  • SDE normalization & attrition risk diligence
  • Cross-border SPAs, cap-table modeling & deal-level international tax structuring
Explore M&A Advisory

  • Advised 30+ founders globally

    AI · SaaS · Crypto startup · IT services · staffing · professional-services agencies; Cross-border across US, UK, India, UAE and Australia.

  • 5+ Years of Strategic Financial Management Experience

    8+ Years of Overall Experience in Finance and Accounting. Certified by the two biggest accounting boards globally - AICPA, USA (licensed) and ICAI, India

  • End To End Finance Support

    Planning, Budgeting, Forecasting, Setting Accounts, Bookkeeping, Tax Saving Strategies, International Tax, KPI Analysis, Financial Reporting and Follow Up

Self-Study Finance

Why Optimising Your Financial Model is Crucial

Understanding the inherent risk, contribution margins, break-even points, and potential scenarios are critical in today’s competitive market. How to ensure that the business is given a chance to operate optimally?

Read more…

Cash Flow Management – The Kryptonite of Startups

With almost a third of businesses failing from cash flow challenges, how can leaders implement robust systems that fuel growth while safeguarding against risks?

Read more…

How to Navigate the Growth Paradox During Expansion

Reinvesting profits is essential for expansion, but it can strain resources and stall momentum. How can leaders make data-driven decisions that ensure rapid growth is also profitable and sustainable?

Read more…

  • "I have been continually impressed by Neel’s ideas, decision making and support for our business. Neel is efficient in his approach to work and ensures he is available for regular and irregular tasks as needed."

    Ray Gibson (Founder & CEO, Funded.Club)

  • "Neel is one of the best professionals I have worked with. He can create cashflow projections or model business units or economic models live in front of you in under 1h. I highly value his business savviness and capacity to advise at different stages of our growth journey."

    Alexandre Tournon (Director, Profitbl SARL-s)

  • “I have been working with Neel for over an year and he is super pro-active and has helped our business a lot as our virtual CFO. Our profit margins have gone up & the business has become more sustainable!”

    Darshan Chavan (Co-Founder, GetMyCourse Pty. Ltd.)

  • “Neel has a talent for breaking down complex financial concepts into something we could easily understand. His suggestions for improvements were spot-on and truly insightful. Even now, Neel continues to support us with ongoing services. His knowledge and dedication are unmatched.”

    Dennis Duplaix (CEO, Kudo Homes Pty Ltd)

  • "Do you have someone in your life who calls you out on your bullshit? A couple of years ago, we realised that to become better leaders, we must first allow ourselves to be led. So we began the journey of bringing in some leaders to guide us. Quick thank you to Neel for leading us strong!"

    Rejin Rajan (Co-Founder, Scale-X)

  • "I count myself extremely lucky to have found Neel early on in my company’s journey. From the earliest days of our set up, he helped me with any number of issues from our jurisdiction, to very complex legal issues regarding founders and partners, to the day-to-day running of our accounts and filings. Neel has been absolutely indispensable as a fractional CFO and a personal tax advisor."

    Rebecca Jones (Founder and CEO, Block3.PR Pte. Ltd.)

Contact Us!

Schedule a complimentary meeting with us to evaluate your requirements and understand our services better!

Book Consultation

Curious to know more?

  • We will be very frank - not all businesses need our services. And we don't want you to have any regrets!

    We, therefore, shall be starting off with a complimentary consultation call, where we understand your business, the challenges and opportunities, and how we can be of help.

    If you feel confident about moving ahead, we shall be having a kick-off call to finalise the game plan.

  • We work in three productized formats so you know the deliverable, timeline and investment before we start:

    - CFO Sprint: 4-week diagnostic engagement. From $3,500.

    - Fractional CFO: Ongoing monthly retainer. From $2500/mo (Foundation) to $8000/mo (Growth).

    - M&A Advisory: Project-based engagements with retainer + success-fee structure, sized to deal scope.

    The complimentary consultation call is the right place to figure out which format fits your situation - or whether none of them does.

  • We always aim to build a long-lasting, transparent and fruitful relationship with our clients.

    If it were up to us, we would always be there to support you! However, we do understand that as a business progresses, the requirements may shift.

    Ideally, therefore, our engagement would last till either of the two happen -

    1. Your business grows big enough to hire in an in-house finance expert/CFO (we pray for that!)

    2. In case of short-term projects (eg. tax planning), till the implementation of the action plan.

  • We work in a structured yet adaptable fashion. Depending on the services requested, we shall be furnishing weekly/monthly financial and management reports, analytics reports and variance analysis, among others.

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