Most advisory firms sell time and opinions. We deliver defensible work product that stands up to auditors, boards, and capital partners.
RecordPath was built around a simple observation: companies preparing for capital events need valuation, strategic finance, automation, and compliance to operate as a single system—not as disconnected engagements. Our four-pillar model integrates these capabilities so critical details don’t fall through the cracks.
Every engagement is led by senior practitioners who do the actual work. There is no delegation to junior teams, no scope drift, and no billing surprises. Specialists are brought in only where they add measurable value.
We work with boards and special committees, public and private companies navigating transactions or audits, founders preparing for capital events, and finance teams that need stronger systems without additional headcount.
The outcome is what matters: certainty when value is debated, clarity when capital is allocated, and confidence when the audit letter arrives.
Simran Gill, CFA
Principal, RecordPath Advisory
RecordPath Advisory provides defensible valuation, transaction, and financial systems work for public and private companies navigating capital events, audits, and disputes.
Simran leads every engagement personally. His experience includes fairness opinions, purchase price allocations, and strategic finance advisory across technology, telecommunications, agriculture, insurance, and public-sector clients.
Previously, he was a Senior Consultant with IBM Global Business Services, supporting large-scale investment decisions and audit-facing financial models. He is a CFA charterholder.