Business Reporting, Valuation & Advisory Documentation Services
JLNR & CO. Chartered Accountants assists startups, businesses, investors, promoters, lenders and families with structured reports, business plans, valuation support, CMA data, project reports, due diligence, MIS reporting and transaction documentation.
Reports That Support Funding, Banking, Compliance & Decision-Making
Professional reporting is required for bank loans, investor discussions, internal planning, restructuring, due diligence, family arrangements, succession planning and business expansion.
Business Plan Reports
Structured business plans covering business model, revenue assumptions, cost structure, growth strategy and financial projections.
Business Valuation Support
Valuation working support for startups, share transfers, investor discussions, succession planning and internal decision-making.
CMA Data for Bank Loans
Preparation of CMA data, projected financials, fund flow, ratio analysis and bank loan documentation support.
Our Reporting Service Coverage
Business Plan & Pitch Support
- Business plan report
- Financial projections
- Revenue model documentation
- Investor discussion support
Project Reports
- New project feasibility report
- Expansion project report
- Capital investment assumptions
- Projected profitability and cash flow
CMA & Loan Reports
- CMA data preparation
- Projected balance sheet
- Projected profit and loss
- Bank loan working papers
Due Diligence Reports
- Financial due diligence support
- Books and compliance review
- Tax exposure identification
- Transaction support observations
Valuation Working Support
- Business valuation working
- Share valuation assistance
- Startup valuation support
- Promoter and investor discussion support
MIS & Management Reports
- Monthly MIS reports
- Profitability analysis
- Receivable and payable ageing
- Cash flow and expense reports
Additional Documentation Services
Apart from business and finance reports, we also support selected family, ownership and transaction documentation where financial and tax understanding is important.
Gift Deed Support
Assistance in financial and tax review for gift transactions, documentation coordination and supporting records.
Will & Succession Planning Support
Support in organising assets, liabilities, financial records and documentation inputs for will and succession planning.
Net Worth Statements
Preparation of personal or promoter net worth statements for bank, visa, investment, loan or internal documentation purposes.
Financial Health Check Reports
Review of income, expenses, assets, liabilities, insurance, tax exposure and cash flow for individuals or businesses.
Transaction Summary Reports
Structured summaries for property transactions, investment transactions, business transfers or family settlements.
Compliance Status Reports
Summary reports covering GST, TDS, income-tax, ROC and accounting compliance status for internal review or handover.
Who Can Benefit
Startups
Business plans, pitch financials, valuation support, investor documentation and funding-ready projections.
SMEs & Growing Businesses
CMA data, bank loan reports, MIS reports, projected financials and business expansion documentation.
Real Estate Businesses
Project reports, construction cost summaries, profitability reports, investor summaries and loan documentation.
Families & Promoters
Gift documentation support, will-related financial summaries, net worth statements and succession planning inputs.
Loan Applicants
CMA data, projected financials, repayment capacity working and bank documentation support.
Investors & Acquirers
Due diligence support, financial review, tax exposure checks and transaction documentation support.
Our Reporting Workflow
Purpose Identification
We understand whether the report is for bank loan, investor funding, internal management, valuation, due diligence or family documentation.
Data Collection
A checklist is shared for financial statements, bank data, projections, assumptions, agreements and supporting documents.
Financial Working
We prepare projections, assumptions, ratios, cash flow, profitability and supporting schedules based on available data.
Draft Report
A draft report or working summary is prepared for discussion and correction of assumptions or factual details.
Review & Finalisation
Final report is prepared after client confirmation, document review and agreed scope completion.
Submission Support
Where agreed, we assist in explaining the financial workings to banks, investors, management or stakeholders.
Frequently Asked Questions
Do you prepare CMA data for bank loans?
Yes. We prepare CMA data, projected financials, fund flow, ratio analysis and related bank loan working papers.
Can you prepare reports for startup funding?
Yes. We support startups with business plans, projected financials, valuation working and investor discussion documents.
Do you prepare valuation reports?
We provide valuation working and advisory support. Where a specific statutory valuation report is required, scope and regulatory requirement will be reviewed separately.
Can you help with gift deed or will documentation?
Yes, we can support financial and tax aspects. Legal drafting may require coordination with an advocate depending on the case.
How are reporting fees decided?
Fees depend on purpose, complexity, number of years, projections required, assumptions, documents available and expected timeline.
Can reports be prepared remotely?
Yes. Most reports can be prepared digitally if complete documents, assumptions and confirmations are shared properly.
Need Business Reporting, Valuation or Advisory Documentation Support?
Share the purpose of the report, business details, financial statements, funding or loan requirement, projection period and timeline. We will review and suggest the suitable scope of work.
JLNR & CO. Chartered Accountants
Mobile: +91 76766 15955 | Website: www.jlnrco.com