Steward the business your family built - with a capital structure ready for the next generation.
A free, senior-led review of your group's cap table and structure - built for families stewarding a business into its next generation.
After this, applications close for the year.
Sound familiar?
Struggling to get your finances in order?
Growing revenue, but not seeing it in your bank account?
Watching peers scale while you feel stuck?
Wondering where your profits went?
Wondering where your cash went?
Worried about a compliance gap you haven't had time to fix?
If you answered yes to even one - you're not alone, and it's fixable. That's exactly what the Complimentary Legacy Restructuring is for.
Available July 15 - September 15 to a select group of founders and business owners. When the slots are gone, they're gone.
What the complimentary restructuring review includes
No vague promises. A senior finance professional works through your group's cap table and structure - and hands the findings back to you in writing.
We review and clean up the capital tables across every group entity - reconciling ownership records, clearing legacy errors and giving the whole family one accurate view of who owns what.
We restructure and reallocate shareholding across the family and group - aligning ownership with roles, contribution and the next generation's place in the business.
We evaluate the restructuring options open to you - holding structures, mergers, demergers and consolidation - and set out the trade-offs of each in plain terms.
Six Legacy Restructuring tracks
We surface the non-obvious - the risks and quick wins a year-end audit was never designed to catch.
Entity map, intercompany flows, holding structure - for businesses that have grown faster than their financial design.
FEMA, RBI, GST, foreign asset disclosure - surface blind spots before they become notices.
Cap table hygiene, ESOP pool, valuation methodology and investor-facing financials.
Income routing, dividend vs salary, LRS, overseas structure - for promoter families.
Shareholder agreements, succession planning, ring-fencing personal vs business assets.
MIS review, KPI dashboards and best-practice benchmarking for leadership visibility.
Play the long game
The families who endure aren't the ones working hardest on the books - they're the ones who can see the whole board. A restructuring review gives you that view.
What you receive
A confidential, plainly-written document you keep - whether or not we ever work together again.
The key ownership & structural issues across your group entities
One quick win you can act on immediately
A restructuring roadmap - what a full engagement would address
How it works
We do the 6-8 hours of analysis. You give us about two hours across the whole process.
A senior finance professional sits with the family to understand the group, the ownership history and what you want the next generation to inherit.
We review the cap tables, group structure and shareholding records across every entity to establish one accurate picture.
Findings written up plainly - the ownership and structural issues that matter, ranked, with the reasoning behind each one.
We walk you through the note, answer questions and hand you a clear path forward. No pressure, no pitch.
Is this for you?
Each Legacy Restructuring is 6-8 hours of senior time. We're honest about who we can serve well.
In their words
"I am grateful for our relationship, and look forward to growing it over the years. It’s always great to find partners who are in value-alignment with us. It has been a pleasure working with the team - they have consistently been helpful, responsive and I really feel like there’s no difference between our respective teams..."
Founder of Obvious
"Working with Entrust has been a highly professional experience. They provide us with accurate, real-time financial intelligence that has been instrumental in driving our strategic decisions. Their understanding of our business model has enhanced our financial..."
Chief Executive Officer - Arithmic Labs
"The Entrust team has been instrumental in managing our finance function ( end to end). They built an efficient, scalable process that has freed us up to focus entirely on growth/find raising. Their proactive approach and financial insights have allowed us to operate more effectively, and with Entrust handling the complexities, we’ve been able to make faster decisions."
Co-Founder & CEO - Hrdwyr Ventures
About Entrust
Entrust CFO Services and Entrust Family Office give founders and promoter families the strategic finance function they don't yet have in-house - the clarity, structure and foresight a full-time CFO would bring, without the full-time hire.
Questions
Apply now
Tell us a little about your business. If it's a fit, we'll be in touch to schedule your founder interview.
No fees · No obligation · Just clarity
The Freedom Window is open July 15 - September 15 - spanning India's 80th Independence Day. Slots are limited.