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CFO Services​ Financial Planning

Published on May 2026

Problem Statement: ​

Itanta, an IOT based SaaS platform, had an offer from a large corporation to be acquired once it reaches a certain target valuation, but lacked a financial plan and pricing model to chart the fastest path to reach that target.​

Solution Offered:​

Built a focused financial plan modelling revenue, pricing levers, and investment needs to fast-track the valuation goal​

Strengthened internal reporting for clear visibility on performance and valuation drivers.​

Added model levers to help management test valuation impacts across scenarios.​

Result/ Impact: ​

The client now has a valuation-aligned roadmap and sharper financial insights, enabling the management to drive decisions toward the target valuation milestone.​

Problem Statement: ​

IT services company is in the midst of a M&A transaction, and required clarity on the value that it should expect from the buyer.​

Solution Offered:​

Built a tailored valuation framework for IT services, analysing utilisation, delivery costs, billing models, and client concentration risks.​

Prepared industry comparables and applied multiple valuation methods.​

Result/ Impact: ​

The client gained clear insights into its valuation, enabling stronger positioning and negotiations in the M&A process.​

Problem Statement: ​

The client is in the process of building a tech-driven logistics platform. There was more clarity required on competitive positioning, pricing of the platform, and long-term revenue visibility so as to better assess medium term valuation and fund-raising opportunities.​

Solution Offered:​

Conducted competitive analysis and benchmarked global pricing to identify gaps and value drivers.​

Built a financial model with pricing scenarios, acquisition assumptions, and unit economics.​

Created a strong base for revenue planning and valuation assessment.​

Result/ Impact: ​

The company was positioned confidently for product rollout and future fundraising discussions.​

Problem Statement: ​

Saviant, an IoT engineering company, needed a structured 3-year projection model aligned with its growth plans to support the management in taking more informed decisions so as to maximise the company valuation ​

Solution Offered:​

Analysed past performance, mapped key drivers, and built realistic and aggressive growth scenarios.​

Created a detailed projection framework covering IoT service lines, scalability, and contract-level revenues.​

Added model levers to help management test valuation impacts across scenarios.​

Result/ Impact: ​

The client gained a credible, data-backed valuation backed by transparent 3-year projections, enabling strategic decision-making for expansion.​

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