India Family Business Consulting

Succession Planning, Corporate Finance & Financial Literacy


Services

How can I help

Two bodies of work. One conviction: clarity before it becomes a crisis.

Every engagement starts with a single honest question, not a proposal. Some become retainers. Some are project-based. Some are a single session that gives a founder the clarity to act on their own. What never changes is where we begin — with reality, not reassurance.

01

Family Business Succession Consulting

Most family business founders are not confused about succession. They are postponing clarity. Succession rarely fails due to lack of intelligence, money, or effort — it fails because decisions are delayed, conversations are avoided, and personal freedom is sacrificed in the name of responsibility.

My work follows a structured five-module framework — developed from the Breaking Free methodology — that moves a founder from discovery to freedom, one honest conversation at a time. Every engagement begins with Module 1. What comes next depends entirely on what we find there.

The Breaking Free 5-Module Framework

Module 01

Succession Discovery

Is succession real, assumed, or emotionally forced? Facts before reassurance.

Module 02

Governance & Alignment

Family constitution, decision rights, dispute prevention — designing harmony before conflict starts.

Module 03

Exit & Optionality

Building exit readiness so the founder has choices, not compulsion.

Module 04

Inheritance & Personal Finance

Separating love, fairness, and money before emotions intervene.

Module 05

Founder Freedom & Identity

Who are you without your designation? Purpose and life beyond control.

Succession Readiness Scorecard

Every engagement begins with this scorecard — a mirror, not a test. It surfaces where a founder truly stands across succession reality, governance, exit preparedness, personal financial independence, and life beyond business.

02

SME & Startup Financial Advisory

Most Indian entrepreneurs are brilliant at their craft and underprepared for finance — not because they lack intelligence, but because nobody ever translated the numbers into language that made sense for them. With India’s bank NPAs burgeoning and financial literacy among founders alarmingly low, the cost of that gap is no longer theoretical.

Drawing on 30 years of working directly with SME and startup founders, I help entrepreneurs build the financial mental models that determine survival and growth: cash flow discipline, credit health, pricing logic, business valuation, and how to navigate distress before it becomes irreversible. 

Fundraising & capital advisory

Helping founders identify the right capital source for their stage and ambition, and preparing them to approach it with credibility. Fundraising is not just about the pitch. It is about being truly ready for the scrutiny that follows. Work with the bank, PE, VC, Alternative Options, Distressed Funds, and Real Estate Funds, and also prepare the company for IPO.

Not sure where to start?

Most conversations begin with a simple question. Start there and we will figure out together whether and how I can help.

Email me at: sunilscga@gmail.com