BUSINESS ADVISORY AND CONSULTANCY SERVICES :
It is often difficult to step back and look at your business objectively. Surprisingly, this is especially true when the business is doing well. Yet this is precisely the time when problems creep in. Our advice helps you take the optimum route to achieving your aims, be they grooming your business for sale, assisting in the acquisition of existing companies, planning for growth or simply reviewing your business cost structure.
Above all our advice is practical, jargon free and laced with a healthy dose of common sense born out of our passion to be approachable, available and accessible.
We understand the pressures and difficulties that being a business owner brings. We help you make sense of the business environment while assisting you in meeting your goals and objectives.
The emphasis is to study the problems identified, detection of allied problems, and bringing about a clear definition of the problem, that is, once defined, the problem is half solved. The objective is to analyze the problem defined and then suggest remedial measures to overcome the problem faced by the client organization.
By providing an efficient system to the client organizations , our intention is to optimize the allocation of resources so as to bring about a flexible and optimally efficient system incorporating continuing development in all the fields .
Our services can be streamlined into the following groups:
- Tax Planning and Consultancy
- Amalgamation , Acquisition , Mergers , Demergers , Takeovers
- Project Feasibility Report , Project Planning and Financing Report
- Preparation of Profiles and Presentations for Projects
- Capital Raising
- Market Study with Financial Projections and Analysis
- Due Diligence
- Financial Structuring and Restructuring
- Facilitation for Loan Syndication with Banks and FI’s
Tax Planning and Consultancy :
The Indian Tax Scenario and Structure are the one of the most complex in the world. The right decisions could lead you to a very respected and secure future but a wrong decision could land you in deep trouble. But ofcourse professionals like us are always willing to show you the paths for better results .Chessy offers professional Tax Planning services spanning a wide range of individual / company requirements. Our services typically cover:
- Unique Tax Planning Solutions
- Preparation and filing of VAT Returns
- Preparation and filing of Service Tax Returns
- Service Tax Consultancy
- VAT Consultancy
- Timely completion of tax issues etc
- Filing of Tax returns
- Follow-up for completion of Assessment and Refunds
- Obtaining IT clearance certificate for sale of property or foreign travel
- Obtaining permission for Tax Deduction at lower rates
- Filing of Wealth Tax returns
Amalgamation , Acquisition , Mergers , Demergers , Takeovers
It has been proved time and again, that involving external independent experts for consulting at early stages, and often through the whole merger until finalisation, can prove greatly useful. They can offer a new insight, a potent viewpoint, critical strategic considerations, and additional power of execution.
Chessy is such a partner. We provide assistance valuable to our clients and customers for M&A and demergers. In addition to our network and ability to research for suitable candidates, our expertise in strategy and risk management, we also undertake necessary measures for protecting confidentiality for our clients and customers, especially needed during the sensitive period of initial contacts, meetings and negotiations
We assist clients in their endeavor to acquire or sell businesses. We provide complete advisory services required in the course of an M&A exercise. Following services are being rendered:
Advising organisations on various strategies prior to an acquisition which typically include the following:
- defining acquisition strategy
- funding the acquisition
- organisational implications
- regulatory & legal requirements
Assisting in implementing an acquisition
- identifying & short listing targets for acquisition,
- valuation of the target,
- assistance in deal negotiation,
- coordinating the due diligence exercise,
- deal closure & post acquisition integration
Advising potential buyers on bidding strategies
Advising organisations to implement a sale/disposal of businesses / divisions
Working to benefit the client when executing mergers and demergers
Project Feasibility Report , Project Planning and Financing Report :
Have you conceived a Project but are baffled by the spade work that goes before it? The most critical phase in a project is its feasibility study , inception decisions , plans , finances etc.
Key towards doing successful business lies in determining the financial feasibility of a Greenfield project or reworking the feasibility of an existing project on a new capital structure. In case of a Greenfield project a market feasibility is translated into financial feasibility that factors in the capital structure of the projects. Various investment options and patterns are assessed on the basis of which project cost and means of finance are established. Project implementation schedule is defined in conjunction with various people involved in execution of the project to ensure no cost and time over runs take place.
Working as feasibility consultants the project feasibility studies we provide represent the comprehensive summation of numerous analyses used to determine the viability of a project.
The completion of the feasibility stage calls for profound and deep planning .Planning not only for the present core issues but also the small future issues which will then cause problems. Certain level of far sightedness with smart decisions match up for the perfect planning. Nothing in this world comes for free and that is where the financing starts . Chessy takes care of all these and more.
We at Chessy do the complete ground work to facilitate your decisions in the correct directions for fruitful projections and benefits
Preparation of Profiles and Presentations for Projects
In the present scenario professionalism , technicality and accuracy along with an eye catching presentation is required for submission of own profiles or project presentation . We at Chessy provide all this and more . With the creative side of ours we help you represent yourself better . Any loan syndication is not complete without a proper project presentation for the particular project . We make the complete presentation with all financial aspects that are to be incorporated to facilitate the same.
Capital Raising:
We devote substantial resources in order to assist our clients in developing & executing capital raising transactions to support strategic acquisitions, re-capitalization and business enhancement objectives through both equity and debt routes. We maintain relationships with well-known institutional investors throughout the country, including private equity funds and venture capitalists, crossover/public equity funds, and strategic investors. Our relationships with these financial and strategic investors enable us to provide our clients with timely information regarding market conditions and investment criteria, while enhancing our ability to structure and close transactions smoothly.
- Developing strategic & financial objectives
- Determining the optimal transaction /capital structure
- Identifying potential investors (viz. Pvt Equity/Venture Capitalists/Strategic Investors.)
- Preparation of Information Memorandum
- Evaluating proposals and devising strategy for counter proposals
- Transaction structuring and deal negotiations
- Managing the due diligence process & assistance in deal closure
Market Study with Financial Projections and Analysis
With liberalization people have started coming up with new views and concepts. The entry into Indian market is usually done through joint venture or by setting up a Greenfield project or in some cases by cross border mergers & acquisitions. The basic objectives are to help them get a market entry with the right decisions at the back.
We assist these companies with regard to following:
- Identification of key competitive advantages of products /services
- Development of market entry strategy for Outsourcing/ marketing/ Distribution / servicing
- Market analysis – demand, supply, price trends with assistances from leading research agencies
- Assistance in getting necessary approvals for setting up business operations including company formation and obtaining approvals from other regulatory bodies
- Financial projections in the long and short run in the market with proper analysis of the given projections
Due Diligence
Whether you are hoping to sell, buy or merge, the fundamental issues and concerns are the same. In a sale, there is often an on-going relationship of some nature that needs protection and stability. In a purchase or merger, there is a multitude of factors to consider when combining two or more businesses. The more surprises that occur after closing the transaction, the greater risk there is to all parties involved. Specifically, the integration plan is immediately placed in jeopardy, not to mention the ultimate success of your investment objectives
We bring understanding to the subjects of due diligence and integration. To maximize your chances of success, we:
- Collect and analyze data and documents on target's operations
- Evaluate and report on target's entire business including marketing strategy, sales plan and budget, operations, systems, infrastructure and management team
- Examine and report on target's financial statements and status
- Assess scope and plan for integration and identify critical priorities
All the above give them the comfort to reach the ultimate goal
Financial Structuring and Restructuring
Whether you are hoping to sell, buy or merge, the fundamental issues and concerns are the same. In a sale, there is often an on-going relationship of some nature that needs protection and stability. In a purchase or merger, there is a multitude of factors to consider when combining two or more businesses. The more surprises that occur after closing the transaction, the greater risk there is to all parties involved. Specifically, the integration plan is immediately placed in jeopardy, not to mention the ultimate success of your investment objectives
- Initial financial structure suitable to the project
- Waiver or reduction of interest
- Partial conversion of Debt into Equity
- One-time settlement (OTS)
- Realignment/Rescheduling of debt repayment
- Funding of interest
Facilitation for Loan Syndication with Banks and FI’s
Our perception of the days need for project finances through banks and FI’s have shown us the way to build a strong network with such institutes and banks . This facilitates the work of our clients.. Option analysis for sourcing of Fund assistance through the Institutions / Banks including Term Loan, Working Capital Loan & other credit facilities . Representation & Piloting the proposals to financial Institutions / Banks. The entire work from introduction to loan disbursements are taken care of