BY MANOJ AND CHANDER

FINANCIAL ASPECTS

FINANCIAL ASPECTS

LEGAL ASPECTS

LEGAL ASPECTS

COMMERCIAL ASPECTS

COMMERCIAL ASPECTS

BENEFIT

S

BENEFIT

S

SHAREHOLDERS WEALTHSHAREHOLDERS WEALTH

FINANCIAL INSTITUTIO

NS

FINANCIAL INSTITUTIO

NS

PUBLIC AT LARGE

PUBLIC AT LARGE

CREDITORSCREDITORSCORPORATE RESTRUCTU

RING

CORPORATE RESTRUCTU

RING

TAX BENEFITS

TAX BENEFITS

CORE COMPENT

E-NCY

CORE COMPENT

E-NCYUNLOCKI-

NG VALUE

UNLOCKI-NG

VALUE

OPTIMUM CAPITAL

STRUCTURE

OPTIMUM CAPITAL

STRUCTURE

Our vision: CR Wing

We at Corporate Professionals realize that in this era of dynamism and explosion of globalization, it is imperative to run an effective and efficient CR wing, by providing clients with innovative and easy-to-adopt solutions.

Right now we are focusing mainly on SMEs.

CR SQUAD

OUR EXISTING OFFERINGS

RESTRUCTURING ADVISORY

Domestic & International Taxation AdvisoryLegal AdvisoryFinancial AdvisoryTransaction Advisory

JOINT VENTURE ADVISORY

Legal documents vettingAdvising on important clausesAchieving adequate controlAgreement Framing & Vetting

MERGERS & AMALGAMATIONS

Consolidation of CompaniesAchieving Tax BenefitsUnlocking ValueAchieving optimum Capital Structure

VALUATIONBusiness ValuationMerger ValuationFEMA Valuation

CAPITAL REDUCTION

Solution to Over-capitalizationWiping off Book lossesFinancial ReengineeringAdvantage of Assessed Tax losses

BIFR CASES

Revival of BusinessTax BenefitsMaking Company attractive for sale

PRIVATE EQUITY FUNDING & DEAL MAKING

Liasioning with Private equity investorsOptimum Ownership structureEquity Debt mix

GOALS & OBJECTIVES

Quick Lead conversionInnovative, better and easy-to-adopt

solutionsQuality Client ReservoirManaging efforts put into lead conversionStriving for better standards at all levels

EXISTING MARKETING PLAN

Promotion done under the composite marketing plans of CP

No independent marketing activities undertaken for the CR wing

MAJOR CLIENTS SERVED

Merger of Visesh & MPS Technosoft Demerger of DCM Group Advisory to NIIT Demerger Advisory to Wrigley India Merger Advisory to Surana Group Restructuring Advisory for Merger of Firms to Mira Exim Merger of NAM Credit & 3 D Merger of Surya Vinayak Group Merger of Agroecommerce Demerger & Merger of Express Builder

Group Merger of Capital Hotels Group

MAJOR ASSIGNMENTS IN HAND

IEC Softwares LimitedPG Foils LimitedPsychotropics India LimitedSturdy Industries LimitedSurya Vinayak Group Anant Raj Industries Limited (Joint Venture

Advisory)Anant Raj Industries Limited (Restructuring

Advisory)

LIST OF PROSPECTIVE WORK

Sir GroupGandhar GroupZoom Capital LimitedAlankit GroupBholebabaChokani GroupFilatex

OUR STRENGTH AREAS

Consolidated Service Model at very Competitive Cost

Expertise over SEBI laws, Corporate and Tax Laws

Very good liaising with SEBI, Stock Exchanges & Other Regulatory Authorities

Adequate mix of professionals having sound knowledge in their respective fields

Ability to provide Financial, legal and Taxation Advisory services

AREAS NEEDING ATTENTION

Delays in lead conversion due to unavailability of regularly needed formats and checklists

Presentations not matching client’s specific needs

Lack of a proper Time-schedule for carrying out client’s work

Efforts put into Lead conversion not being managed properly

WAYS TO TACKLE THE ISSUES

CENTRALISATION - Making drafts of all the documents like Valuation Report, Opinions, proposals etc.

BROCHURES - Separate brochures for all our product offerings.

RESEARCH & DEVELOPMENT - Creation of a database of relevant taxation, corporate laws and useful business developments taking place worldwide.

CENTRALISATION

Drafts should be made of various documents like: Proposals PPT Presentations for BIFR Cases, other specific cases Opinions and other recurring documents

Advantages: Minimization of duplication Efficiency in working Consistency in operations

BROCHURE DEVELOPMENT

Preparing separate brochures for all our offerings like Mergers, Deal Making, Restructuring Advisory and all other products

Advantages: Catering to specific client needs(separate brochure for separate activity) Aid us in Initial Client meetings Reflects proficiency in the fields

REQUIREMENTS & TIME TARGET

• Team Requirements - • Minimum 2 Managerial persons• Minimum 2 Technical persons

• Time Target – 1 month:At least 1 team member will have to work

for half of the day, in order to achieve the aforesaid target of Centralization, Brochure development (Product specific) and Research & development database.

NEW PLAN OF ACTION

NEW PRODUCT IDENTIFICATION

Cross Border Restructuring – Planning overseas restructuring activities

International Taxation Opinions - planning the most tax efficient organization structure

Expand Existing Products – We are making continuous efforts to expand our scope of existing services

CROSS BORDER RESTRUCTURING

Planning overseas Capital structuresOverseas investment advisoryPlanning tax efficient cross borders

structures

INTERNATIONAL TAXATION

Double tax avoidance treaties interpretationOpinions on tax rules overseasMinimizing tax levy in cross border

transactions

EXPAND EXISTING PRODUCTS

Valuation – We are making more efforts to penetrate into Property valuation and Voluntary valuation

NEW MARKETING PLAN

Composite marketing under CP brand name would be enough.

No need for separate advertisements in Professional magazines, sponsorship in seminars etc.

SOME MARKETING POSSIBILITIES

Pamphlets – In case need arises then we might distribute pamphlets giving an overview of our activities in seminars or otherwise.

Internet – Increasing our Internet presence by making more CR information available on our company site.

BUDGETED REVENUE  Targets for the year 2008-09  

Assignments Activity Professional Fees

(including out of

pocket)

Average Fees

Number

during the last year

Expected

Number

Work in hand

Total

INVESTMENT BANKING          

M & A Merger – Listed company 500000 - 600000

550000 18 4

4,400,000Merger – Unlisted company 300000 -

400000350000 3

18 56,300,000

Demerger – Listed company

700000 - 800000

750000  2 0

1,500,000Demerger – Unlisted company

300000 - 400000

350000  3 0

1,050,000Composite Scheme of Restructuring

500000-2000000

1000000

 2  

2,000,000Reduction of capital – Listed company

300000 - 400000

350000 12 0

700,000Reduction of capital – Unlisted company

200000 - 250000

225000  1 1

225,000Advisory on Restructuring 50000-

200000100000  

8 0800,000

Valuation of Business* 25000 - 100000

30000  5 2

150,000

Others Legal Opinion 15000-25000 15000   5 0 75,000Shareholders Agreement 15000 -

5000020000  

5 1100,000

TOTAL        17,300,00

0

CONCLUSION

Corporate Restructuring is the process which takes an entity(s) from its present position to its desired optimum position.