In today's dynamic and competitive business landscape, achieving sustainable growth requires more than just a great product or service. It demands a strategic approach, innovative solutions, and a deep understanding of market dynamics. At The Compass Advisors, we specialize in providing a comprehensive suite of services designed to propel companies to new heights of success. We offer tailored solutions that align with your unique goals and challenges, fostering sustainable growth and increased profitability.

CFO Services

Strategic financial guidance without the overhead - Elevate your business with our CFO services.

• Preparation of Financial models/ Budgets for business
• Advising businesses to optimize on cost and margins
• Overall review of financial numbers of the business from accounting perspective and deriving inferences

MIS designing and identifying KPI's Process Designing, Implementation, Improvements and Enhancements (Risk Controls) -

Driving business resilience with expert MIS and Risk Management services for informed decision-making and sustainable growth.

• Identifying and preparation of the Risk and Control Matrix (RCM)
• Preparation of SOP's for financial reporting and operations

Private Equity Funding

Unlocking growth potential with strategic Private Equity funding solutions for businesses poised to thrive

• Running end to end process of raising funds through PE
• Pre-Diligence preparations and Post Diligence processes

IPO Services

Elevate your company to new heights with our expert IPO services, guiding you through the journey of going public with precision and success

• Identification of various partners to IPO
• Assistance in filing of Draft Red herring prospectus
• Listing on stock exchanges within India

M&A Services

Navigating success through seamless mergers and acquisitions, transforming possibilities into strategic advantages for your business.

• Preparation of Financial Model and IM
• Deriving Value of the firm
• Pre-Diligence Preparations and negotiations for purchase/ sale

Partner with us to unlock the full potential of your business and embark on a trajectory of sustained growth. Our services are crafted to be adaptable, scalable, and responsive to the dynamic landscape of the business world. Let's build a future of success together.

Excel Tools

Development of Tailored/ Customised Excel Solutions

• Resource Utilisation
• Billing Tool with AR tracking
• Revenue Accrual
• Various KPI Dashboard
• Cost Calculators and Many More...!!!