Startups & Founders
Building a company, and the wealth that comes with it, with clarity.
Founders juggle two balance sheets: the company’s and their own. Fundraising, ESOPs, secondary sales and eventual exits each have consequences for both. Our Chartered Accountant team helps founders prepare for funding conversations and plan the personal side of company-building before decisions are locked in.
What’s on your mind
- Are our financial model and business plan ready for investor scrutiny?
- How should we design and communicate an ESOP pool?
- How are ESOPs and secondary sales taxed for me and my team?
- How do I start building wealth outside the company?
How we help
- Financial models, business plans and data-room preparation for funding rounds
- ESOP planning: pool sizing, vesting, valuation coordination and tax implications
- Founder tax planning for salary, ESOPs, secondary sales and exits
- Personal wealth planning to diversify gradually outside the business
A coordinated approach
One plan, built around you.
Whatever your starting point, we follow the same five stages, with one relationship lead coordinating the specialists behind the scenes.
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01
Discover
A detailed conversation about your goals, family, business and current holdings.
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02
Diagnose
A complete review of investments, tax position, protection and structure, highlighting gaps and overlaps.
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03
Design
A written plan with clear priorities, responsibilities and timelines.
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04
Implement
Coordinated execution across investments, documentation and compliance.
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05
Review
Scheduled reviews, and prompt attention when life or regulation changes.
Most relevant services
Relevant product offerings
Hypothetical illustration — not a client case
Two co-founders preparing for a seed round need a model that investors can interrogate and an ESOP pool to attract senior hires. The model, ESOP policy and an explanation of employee tax treatment are prepared together, along with a simple personal plan for each founder.
FAQs
Questions we often hear
When should a startup create an ESOP pool?
Often before or alongside a priced funding round, since investors usually expect the pool size to be agreed. The right timing depends on hiring plans and the cap table.
Do you help arrange funding?
We help founders prepare financial models, plans and documentation for funding conversations. Whether introductions to investors are offered depends on ArthaVan’s confirmed services.
Talk to us about your startup.
Start with a private, no-obligation conversation about where you are and where you want your wealth to go.