Options
Family, managers or sale.
All advisory & special projects services
Advisory & Special Projects
Succession and Exit Planning
FinAura helps owners plan for the day they step back: whether the business passes to family, to managers or to a buyer, how ownership moves (gift, sale, trust or restructuring), what tax each route costs, and what has to be ready in the business for it to work. Planned years ahead, the transition protects both the owner's wealth and the business.
- Chartered Accountant-led
- Certification through associate practising CAs
- Fixed scope, fixed fee
What is covered
What Succession and Exit Planning Covers
The founder's exit, planned rather than forced.
Ownership transfer
Gift, sale, trust, restructuring.
Tax
Cost of each route.
Readiness
Management, systems, records.
Timeline
Steps over years.
Documents
With your lawyers.
How the month runs
How It Works
Understand, compare, plan, prepare.
Step 1
Understand
- Owner's goals
- Family
- Business
Step 2
Compare
- Routes
- Tax
- Risks
Step 3
Plan
- Chosen route
- Timeline
- Steps
Step 4
Prepare
- Management
- Structure
- Documents
Your part
What We Need From You
- 01Ownership and group structure
- 02Financial statements
- 03Owner's goals and timeline
- 04Family or management involved
Our part
What You Get
- Routes compared, with tax costs
- A succession plan with a timeline
- A business ready for the change
- Documents prepared with your lawyers
A common question
When should succession planning start?
Several years before the owner wants to step back. Building a management team, cleaning up structure and records, and moving ownership in a tax-efficient way all take time.
Plans made under pressure, after illness or a dispute, usually cost more and achieve less.
See family business advisoryTransitionPrepared over years
RouteChosen and costed
GoalsOwner and family
Who it is for
Who It Is For
Founders over fifty-five
Thinking about what is next.
Family businesses
Next generation.
Owners considering a sale
In a few years.
Businesses reliant on one person
Key-person risk.
The rules, in plain English
What the Law Says
Companies Act, 2013
Section 247
Where the Act requires a valuation of shares, assets or a business, it is done by a registered valuer under the Companies (Registered Valuers and Valuation) Rules, 2017.
Official source: mca.gov.inFEMA (Non-debt Instruments) Rules, 2019
Pricing
Share issues and transfers involving foreign investors are priced at or above, or for some transfers at or below, fair value under an internationally accepted method, certified as the rules require.
Official source: rbi.org.inCompanies Act, 2013
Sections 230 to 232 and 233
Mergers and demergers go through a scheme approved by the tribunal, with a fast-track route for small companies, startups and holding-subsidiary mergers.
Official source: mca.gov.inThis is general information, not advice for your situation; we confirm what applies to you before any work starts.
Questions we get asked
Succession and Exit Planning: Questions, Answered
Is gifting shares to family taxable?
Gifts to specified relatives are generally exempt in the hands of the recipient, but other tax and stamp duty effects apply; we work out the full picture.
Can a trust be used for succession?
Yes, private trusts are one route, with their own tax and legal considerations; your lawyer drafts the trust deed.
What about a management buyout?
Managers can buy the business over time, funded by profits, loans or investors; we model how it would work.
Do you handle wills?
No. Wills and trust deeds are drafted by lawyers; we provide the business and tax inputs.
Often Taken Together
All 12 Advisory & Special Projects services01Advisory & Special ProjectsFamily Business AdvisoryOwnership structures, roles, compensation, family constitutions and succession, with the numbers to support each decision.02Advisory & Special ProjectsValuation Support and Business TransferWorkings for a sale, a partner exit or a share transfer, coordinated with practising professionals where a certified valuation is required.03Accounting & FinanceVirtual CFOA Chartered Accountant reading your numbers, planning cash and guiding decisions.04Tax & ComplianceTaxationGST, income tax, TDS, tax planning and notice replies, from reconciled data.