Defensible work product that stands up.
We deliver integrated valuation, strategic finance, automation, and compliance — not four disconnected engagements.
Most advisory firms sell time and opinions. We deliver defensible work product.
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. No delegation to junior teams, no scope drift, no billing surprises. Specialists are brought in only where they add measurable value.
The result is work product that holds up — to auditors, to boards, to capital partners, and to regulators — at the moments that matter most.
"Companies preparing for capital events need valuation, finance, automation, and compliance to operate as a single system."
Simran Gill, CFA
Principal, RecordPath Advisory
Every engagement is led and owned at the senior level — Simran takes direct responsibility for the work product, not just the relationship. His experience spans fairness opinions, purchase price allocations, and strategic finance advisory across technology, telecommunications, agriculture, insurance, and public-sector clients.
Previously a Senior Consultant with IBM Global Business Services, supporting infrastructure investment decisions and portfolio allocation frameworks across $5B+ in modelled capital — working directly with senior leadership on audit-facing financial models and multi-stakeholder mandates.
Beyond corporate advisory, Simran has led national-scale analytics engagements in the public sector, including serving on a government COVID Strategic Council alongside senior elected officials and medical leadership to guide a country's pandemic response and national health insurance system.
RecordPath was founded on the belief that senior-level advisory work should actually be done by the senior people clients hire — not delegated down and reviewed at the end. That principle drives every engagement.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Work that holds up when it counts.
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