Advisory Services
Due Diligence Services:
Due diligence forms an important factor for deciding on go ahead with any kind of investment. We assist our clients in identifying and mitigating potential transactional risks, and allowing them to take an informed decision regarding the investment.
Having a team with rich experience in the field, we provide services for the following types of due diligence:
- Financial Due Diligence: Detailed examination of the target company's financial statements, accounting practices, and financial records. Review of accuracy and reliability of financial information, assess the quality of earnings, analyze key financial ratios, and identify any potential financial risks or irregularities.
- Legal Due Diligence: Work in conjunction with legal professionals to review legal documents, contracts, licenses, permits, and other legal aspects of the target company. Identification of any legal risks, pending litigation, or regulatory compliance issues that may affect the transaction or investment.
- Tax Due Diligence: Conducting a thorough review of the target company's tax records, compliance with tax laws, and potential tax liabilities. Analysis of tax filings, assess tax positions, identify any past or potential tax issues, and evaluate the adequacy of tax planning strategies.
- Operational Due Diligence: Assessment of the target company's operational aspects, including its organizational structure, key personnel, operational processes, and systems. Includes evaluation of the efficiency of operations, identification of any operational risks or bottlenecks, and provide recommendations for improvements.
- Commercial Due Diligence: Conducting market research and analysis to assess the target company's industry, market trends, competition, and growth potential. Includes evaluation of the target company's products or services, customer base, pricing strategies, and market positioning to gauge its competitiveness and sustainability.
Outsourced CFO models:
Chief Financial Officer (CFO) is a person in the organization who looks after the company’s finances, manages financial risk, and takes strategic decisions related to the finances of the company. In today’s era of outsourcing, Startups and MSME’s can leverage the expertise in a cost effective way through the model of Virtual CFO.
We offer diverse solutions to our client based on their needs. Some of the CFO model services offered are:
- Project based CFO: Organizations may feel need for assistance to their existing CFO in times when the organization is dealing in multiple projects at the same time. Having support at such crucial times and with an expert assisting, can help the organizations complete the projects in the most effective and efficient way.
- Interim CFO: An organization may face a situation when their incumbent CFO may depart suddenly or may get sick for a longer period of time. In such a scenario, the organization can avail immediate services of Interim CFO and bridge the gap to ensure smooth transition.
- Virtual CFO: For a business of any size, CFO and Finance domain forms an important pillar for the organization. When these services are provided by highly skilled and experienced financial expert without the commitment and cost associated with hiring a full-time CFO, the organization can make the most efficient utilization of their resources and concentrate on their core competency.
Corporate Financial Planning:
Corporate financial planning is a process that companies use to plan for short and long-term financial goals. Using the expertise in the area, we provide clients with the following services:
- Critical evaluation of the overall financial situation.
- Evaluation of the best Debt-Equity mix.
- Optimal resource allocation and decisions on investment opportunities.
- Fund flow management advisory.
Business Advisory and Structuring:
Organizations often face the situation of complex decisions pertaining to investments, financing, mergers and acquisitions, and structuring. Organizations need to consult experts for these matters and ensure that there is sound decision making. In this domain, we provide with the following services:
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M&A Advisory: Mergers and Acquisitions are critical strategic moves that can shape the future of any organization. Whether you are seeking to expand your market presence, diversify your portfolio, or gain a competitive edge, our M&A Advisory Services are designed to guide you through every step of the process.
Our dedicated team of experts brings a wealth of experience, industry insights, and global networks to the table, ensuring seamless and successful transactions for our clients. -
Group structuring advisory: Group structuring is a vital aspect of corporate planning that involves organizing multiple entities within a corporate group to achieve seamless operations, improved resource allocation, and enhanced synergy among subsidiaries.
Whether you are looking to streamline operations, consolidate subsidiaries, or expand your group's reach, our Group Structuring Advisory Services are tailored to address your specific needs and objectives. -
System and Process Development: Effective systems and processes are the backbone of any successful organization. They provide the framework for seamless workflows, standardized procedures, and improved resource utilization.
Whether you are a startup looking to establish strong foundations or an established company seeking to enhance operational efficiency, our System and Process Development Services are tailored to meet your unique needs and objectives. -
Valuation Services: Accurate valuation is essential for a wide range of purposes, from financial reporting and mergers and acquisitions to tax planning and dispute resolution. Overall, valuation services provide essential information that supports sound decision-making, enhances transparency, and drives value creation for businesses and stakeholders.
Whether you are a startup seeking funding, a growing company considering strategic partnerships, or an established organization planning an exit strategy, our Valuation Services are tailored to meet your specific needs and objectives.
Equity and Debt Syndication:
In today’s complex economic environment, organizations need services for various business reasons including funding for mergers, acquisitions, buyouts, other capital expenditure projects and for working capital reasons. Taking assistance of experts can help the organizations to navigate these challenges.
With the help of our team of experts, we provide our clients with the following services:
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Debt structuring and advisory: Debt structuring is a critical aspect of financial management that involves strategically organizing debt instruments to suit your company's unique needs and goals.
Our team of seasoned professionals brings extensive expertise and industry insights to help you navigate the complexities of debt financing and secure the most favorable terms for your business. -
Assessment of project finance and working capital finance: Project Finance Services are designed to support your ambitions by offering strategic financial solutions to execute your ventures successfully. Whether you are initiating a new project or expanding existing operations, we work closely with you to structure the most appropriate financing package that aligns with your project's scale, risk profile, and cash flow projections. Our experts will guide you through the complexities of securing long-term debt, equity financing, and identifying suitable funding sources, ensuring your project gains the financial backing it deserves.
Our Working Capital Finance Services are tailored to address the specific cash flow requirements of your business. We offer a range of short-term financing options, such as trade finance, inventory funding, accounts receivable financing, and working capital loans, to ensure you have the necessary liquidity to meet operational expenses, manage inventory, and seize growth opportunities. Our experts work collaboratively with you to optimize your working capital management, supporting efficiency, and overall financial stability. - Syndicating and arranging Equity capital: Raising equity capital is a critical milestone for businesses looking to expand, invest in new projects, or execute strategic acquisitions. Our Syndicating and Arranging Equity Capital Services are designed to support your growth ambitions by connecting you with potential equity investors and guiding you through the capital-raising process. We assist you in structuring the most suitable equity financing package and preparing compelling investment proposals that resonate with investors.
- Arranging foreign currency loans and External Commercial Borrowings (ECBs): There is significance of accessing foreign currency funds to support your international ventures or capitalize on global market opportunities. Our Arranging Foreign Currency Loan and ECB services are designed to assist you in navigating the complexities of international financing, connecting you with reputable international lenders, and ensuring compliance with regulatory requirements.
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marketing analysis
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business innovation
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finance strategy
We are Always Ready to Assist Our Clients
developing financial processes and procedures
We are Always Ready to Assist Our Clients
developing financial processes and procedures
How It Works & How We Do It
Our specialists are ready to provide an analysis of both the market as a whole and its individual components (competitors, consumers, product, etc.), using practical methods and starting from your research goals.
- the organization is just beginning to operate in the market, implementing some projects. Our team of global experts help you achieve sustainable, organic growth by focusing on three critical building blocks.
- there are projects that require temporary expansion of the marketing department. Customer-focused businesses build a virtuous cycle we call the "customer wheel." We help you at every stage of growth, developing custom solutions and collaborating with all levels of your organization.
- there are projects that require temporary expansion of the marketing department. Align your marketing and brand strategy with overarching business objectives. We help you combine hard metrics with creative.
“I cannot give you the formula for success, but I can give you the formula for failure. It is: Try to please everybody.” david oswald
Business Planning & Strategy
Nurture promoters, your loyal customers who are more profitable and will advocate for your business—both in good times and bad.
Customer-focused businesses build a virtuous cycle we call the “customer wheel.” We help you at every stage of growth, developing custom solutions and collaborating with all levels of your organization. Identify quick, targeted customized solutions and operational improvements.
Services
Contacts
Visit Us Daily
806, Ecstasy Business Park, Beside Citi Of Joy, Mulund West, Mumbai – 400080
Have Any Questions?
022-25674108
Mail Us
team@vidwatadvisors.com