Transaction Advisory

Capital, Global Market Entry, Costs, Growth

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Welcome to RiverForest Investments

RiverForest North American India Business Corridor - Connecting Small and Medium Organizations to High Growth and Cost Optimized Business Opportunities 


"The companies that survive longest are the one's that work out what they uniquely can give to the world—not just growth or money but their excellence, their respect for others, or their ability to make people happy. Some call those things a soul.“

- Charles Handy


Capital, Global Market Entry Strategies, Growth, Costs

Investment Business Model

Targeting a 500 Million Assets and Investments Under Management, 

We perform the role of a Trustee for our Investments/ Funds/ Equity and as an Investment Management Company.

We make Direct Investment in Private Companies using pools of funds.

Our Business Model includes management of equity interests, loans, mortgages and investments in select verticals.

We Deploy our Funds in Select Businesses for Periods Ranging Between 36 months to 60 months.

Support Businesses that includes promoters capital, technical capabilities and hands on management.

Our Business Model may require either management fees and/or return on investment.

Our Role may include Management - Board Positions, Selecting Leadership Talent, Performance Monitoring, Connecting to Networks, Compliance Oversight, Coaching and Mentoring

REVENUES EARNED from Schooley Mitchell is NOT FOR PROFIT

SECOND CAREERS BY RiverForest Foundation Helps Mature Workforce Employable

Purpose

Connecting Your Dreams with Goals, Targets, and Competencies.

Executive Venture Capital Coaching

Connecting Business Owners to Capital

Businesses are Built by Business Leaders

Building Business Leaders who Build Businesses

Experiential and individualized leader development process that builds a leader’s capability to identify and build businesses and achieve short- and long-term personal and organizational goals

Make Money Work for Returns

Networking Promoters and Business Owners to Specialists for Coaching and Mentoring

Acting as Members of the Board, Due Diligence Team and Best Practices Counsel

Be Like DAN

Independent Cost Optimization through Schooley Mitchell specialization in Telecom, Merchant Services, Waste Management, Small Package Shipping and Courier Services

Conducted through one-on-one and/or group interactions, market facilitation, opportunities identification processes, driven by data from multiple perspectives

Based on mutual trust, openness, authenticity, congruence, and respect.


REVENUES EARNED FROM SCHOOLEY MITCHELL IS NOT FOR PROFIT AND IS USED FOR DEVELOPMENT OF BUSINESS OWNERS AND STAFF OF SMALL AND MEDIUM BUSINESSES

Dedicated to All Business Owners

In Bound and Out Bound Transaction

You will enjoy every minute of your journey

INBOUND 

1. U.S. Tax Structure & Choice of Entity

2. Incorporating a New U.S. Subsidiary Company

3. Federal Income Tax Planning & Registrations

4. State Tax Planning, Including Payroll & Sales Tax, & Registrations

5. Establishing U.S. Payroll

6. Establishing U.S. Bank Accounts

7. Strategies for Employee Benefits & Insurance

8. Local Business Registrations & Tax Planning

9. Site Location & Government Grants and Incentives

10. Relocating Employees to Work in the U.S.

11. Global Expansion

  • 1. Entity Selection
  • 2. Acquisition Due Diligence
  • 3. Transaction Planning & Structuring

12. Transfer Pricing Strategy & Documentation

OUTBOUND 

1. Business Viability and Strategy

2. Foreign Exchange Management Act ("FEMA") Foreign Direct Investment ("FDI")

3. FDI Approvals from appropriate authorities.

4. Branch, Liaison, Project & Site Office Approvals from Reserve Bank of India ("RBI")

5. Licensing and Transfer of Technology

6. Compliance and Corporate Structuring

7. Debt Restructuring

8. Foreign Tax Credits Management

9. Partnership Planning

10. Tax Planning

11. Maintaining U.S. Deferral

12. Financing

13. Repatriation of Earnings

14. Tax Withholding Requirements - U.S. and Abroad

15. Location and Relocations

16. HR Organization, People and Payroll

17. Board Management

18. Establishing a Variety of Networks/Vendors and Relationships

RiverForest Group - Transaction Advisory for Capital, Growth and Cost Management

Case Studies

Learnings

Partner Strategy Need for Bio Tech Firm

  • Opportunity to find a global Partner to share manufacturing capabilities with pre approved FDI and other country regulatory approvals
  • Strategy to help scale manufacturing capabilities to help distribute products on a global basis.
  • Establish a global company through Partner Search, incorporation, identify funding opportunities if required, people structures, remote management etc.

Clean Energy Leader for Global Business Growth

  • Translation of the business strategy plan into a global growth strategy and action planning framework
  • Articulating a Culture for an Aligned Vision
  • Establish and Translate strategy into goals, objectives, plans, targets, revenues and reach
  • Cascade the strategic imperatives through product market financial perspectives
  • Define and execute an Implementation Plan

RiverForest Group

Connecting is Our Story


Who uses Business Connections


The global investment management industry 2015 was worth an estimated $79 trillion in assets under management, as measured by a PricewaterhouseCoopers report in 2017. In corporate finance, investment management includes ensuring a company's tangible and intangible assets are maintained, accounted for and well-utilized. Meanwhile, investment management can also include financial advising provided by an advisor, who coordinates and oversees a client's portfolio as per investment management.


"For All Those Who Believe There is Something More To Do Globally"

Identify Strategy - Identify Opportunity - Manage Risk - Manage Process - Technology - Deliver Outcomes


We Connect you

"RiverForest North American India Corridor" 


focuses on bringing business opportunities to clients in US and Canada for ventures in India - SME Incorporation, Product Launches, Business Process Outsourcing, Contract Manufacturing, New Businesses Establishment, JV, Technical Ventures, Investments etc.

Similarly for Indian Investors/Entrepreneurs seeking to establish a Business Venture in USA or Canada and consequently migrate.


Services

Establish a Business in a New Country

Connect you with Business Networks critical for your success

Facilitate your transition to understand and manage

Be with you as long as it takes


“Change is the law of life. And those who look only to the past or present are certain to miss the future.”

- John F. Kennedy


We believe Coaching  Connections is Mutual Learning - An opportunity to discuss and build a solution

Learning to Be a Global Entrepreneur

Every aspect of human behavior is responsive to learning experiences, knowledge, language, and skills, in addition to attitudes, value systems and personality characteristics. Learning is an extremely important psychological process. Learning is a process toward seeking a permanent change in behavior that results from reinforced practice, training or experience.

Pursuit of a Dream

HBS's Howard Stevenson said, "Global Entrepreneurship is the relentless pursuit of opportunity without regard to resources currently controlled." Harvard's Nancy Koehn, "When we teach students about the entrepreneurial journey—which can apply to a manager at a small company or in a large, established organization—we say that entrepreneurs are made, not born and that entrepreneurship is a way of managing, not necessarily a way of being as a person. Any of us can be an entrepreneur".

Innovation Cycle

Ram Charan, "Dow Chemical found that aggressively hiring entrepreneurial millennials was the fastest way to create more “short-cycle innovation” alongside the company’s traditional long-cycle R&D processes. The share of employees under age 30 went from 9% in 2004 to 15% in 2014. To benefit from this new talent, the company also revamped its career paths to move the 20- and 30-somethings into bigger jobs relatively quickly, and it invited them to global leadership meetings relatively early".

Climbing Mountains Crossing Seas Achieving Vision

Visionary, entrepreneurial companies strive to change the world. They believe that technical genius and product innovation are the root source of success — that the money will follow. At the core of many high-tech startups is an idealistic, passionate founder, a technical genius with an innovative product idea that can offer a capability previously unavailable, even unimagined. If the idea is accepted by the market, early adopters will beat a path to the startup’s door and will pay high prices to get access to the capability. 

Paul J. Kampas in Sloan Management Review.

Meet JANE - The Solution Finder

Case Studies

Learnings

Leading Education Player Global Franchise Development

  • Client keen to establish an international franchise in a developing country with a local business school relationship with an emphasis on maximizing brand value
  • Strategic emphasis to specialize in business and executive education programs and to eventually scale to full time diploma and degree offering programs
  • Establish a focused strategy for attracting and retaining students and corporate training, learning and executive education mandates..

Market Leading Financial Services Firm

  • Objective was to design an ESOP scheme to align compensation strategy with future business growth strategy and effectively retain employees
  • Developed a statistically valid methodology to allot ESOPs to various employee segments based on their performance rankings, attrition issues and market benchmarks for their salary
  • The new scheme was tax effective and complied with regulatory requirements

Our Role in Your Geographical Ventures

Law Firm - Work with our Consortium Partner Law Firm who will handle global market entry options.

Company Formation - Facilitate entry strategies through company formation, name approvals, portals, website creation, regulatory guidance, aligning with local networks, connections and building an organization

Entry Strategy Consultation - Provide detailed reports on Country Economic Indicators, Sector Growth Factors, Investment Opportunities, Location Search, Partner Search, Competitive Landscape, Business and revenue Models, strategic- operating plan for a 3-year period, Cost and Expense Overview, Cost and Expense management, Organization and Management, Performance Metrics, Structure, People, Roles and Recruiting, and not to forget Culture and People Dynamics to lead a business successfully

Vision Radar - Through Business Coaching Programs help client articulate their New Country Start up vision, purpose, SWOPT and Plan leadership role, cultural adaptation, Pre-investment Visits

Audit, Governance, Compliance and Plan Programs - - Partner with an Accounting Firm to help you draw their Business Plan, Budgets, Tax Plans, Transfer Pricing, Commercial Audits, Inter Country Tax Management

Business Identity - Help client identify appropriate Business, Franchise, Biz to Buy, Deal Networks, or Small/medium Entrepreneurial Opportunities, Execution Plans

Financials - Merchant Banking Activities, Partner Search, Venture funding, financial or funding requirements, banks and lenders to supplement clients Investment, cross-border remittance

Align Networks - Offer client a customized suite of networks, agents, consortium contacts, references, solutions, options to buy/lease office / commercial space, home, obtain a mortgage, technology enablers, personal and family relocation through best of breed organizations

Adaptation Processes - Client's success depends on their adaptability - Through Cross Culture Assimilation Workshops, Management of Bureaucracy, Ethics, Settling in Process.

Recruitment Support - Provide a complete suite for Talent Management. Where permitted by VISA help facilitate JOB Search and JOB Market Orientation, based on skills, and competencies.

Remote Management - Help manage client's entrepreneurial organization through appointment of leadership staff and technical professionals, Manage Boards

Obtaining Stake - Our firm would INVEST.

All of above Phases/Stages would include either advisory and/or implementation

Case Studies

Cascading Business Performance

Consumer Product Company

Opportunity to Introduce a Performance Management Program focusing on building strategic focus at the business - product geographic level, financial prudence, compliance and care, core competencies, people capabilities, tech skills, scaling high performance people profiles, role based learning and a cost optimized culture. 

Global Leader in Mining and Metals

Opportunity to Build a Strategic Business Balanced Scorecard. 

Strategy on a Page

Strategy Articulation Map

Critical Value Drivers

KPIs and Metrics

Strategic Reviews

Integrating with Business Plan

RiverForest Group - Transaction Advisory

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1 289 997 5184 ; 1 813 820 8456