Advisory and Other Value Added Services

Valuation Services

Under the Valuation Services we provide independent valuations and fairness opinions across different circumstances, context and industries using various methods depending upon the purpose of the valuation.

Our Valuation Services include:

  • Business Valuation
  • Acquisition and Investment Valuation
  • Merger and Acquisition Valuation and Swap Ratio
  • ESOP Valuation
  • Corporate Restructuring
  • Family Separation
  • Liquidation
  • Tax Valuation e.g. transfer pricing etc
  • Non Resident Valuation (FDI & ODI) DCF under FEMA
  • Requirements of Accounting Standards of ICAI
  • Comply with other statutory requirements of Reserve Bank of India, Income Tax etc

Certification Services

Under the certification services we provide certificates required under the various statutory requirements whilst undertaking the business transactions.

Our Certification Services include-

Certification required under the Income-tax Act like

  • Remittance certificate for foreign remittances to be made from India like payment to foreign technology collaborator, remittance on account of sale of investment or property etc.
  • Minimum Alternate Tax (MAT) certificate to be made for the purpose of ascertainment of the book profits.

Certification required under exchange control regulation for imports, exports related incentive schemes, duty drawback etc

Project Financing

Project Loans

We arrange project loans for Greenfield as well as expansion projects. The scope of work ranges from negotiations with the lending agencies to obtaining the final loan sanctions.

Working Capital Bank Limits

We use our relationship network with all the banks and Institutions to tie up working capital facilities for our clients. The scope of arranging such limits extends from preparation of the CMA till the final sanction of limits. The limits would be arranged either through the multiple banking route or through the consortium route, depending upon the size of the facility.

Financial Structuring

Spire has considerable expertise in Project Finance. We advice our clients right from the project conception stage followed by preparation of the project report with optimal financial structuring.

Corporate Finance

Corporate Finance is a long-term business strategy, characterised by extensive lead-time before deals are finalised. Locating the time and cost effective sources of finance for your project is our strength. Be it Equipment Finance, Short or Long Term Funds, Trade Finance, Structured Finance or any other product, our team studies the options available, then sources the most beneficial route for our clients.

Private Equity Capital

We are quite active in the placement of Private Equity Capital / Long Term Debt / Preference Share Capital for suitable projects. Promoter funds are raised by placing equity with the private investors for a period of three to five years. The placement is done with or without premium depending on the financial strength of the company. An option for the promoters to buy-back the equity at the end of a predetermined period through the option of right of first refusal can also be structured into the deal.

Succession Planning

To build the business you have today, you've invested years of your life and the majority of your financial resources. But sooner or later, someone other than you will own or run your business. Perhaps you will transfer your firm or business to a family member. Maybe, you want to sell it to a promising employee or an outside investor.

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next. There are many considerations involved in finding the right succession plan for your situation.

Whichever path you choose, you have a lot to consider and may feel overwhelmed. Remember, succession planning is a long-term process, not a one-time event. Before you make any decisions, the most important step in this process is finding the right advisor to work with.

Our goal is to structure a succession plan that meets the needs of all generations. Some of our succession planning services includes:

  • Trust Formation:
    Trust serves as a tool of keeping in safe custody ones wealth for desired objective. Trust helps one in earmarking one’s assets and income whether present or future for the benefit of certain loved ones by forming private trust and if it is for certain philanthropic and charitable purpose for the benefit of the society at large by forming public trust. Transfer of property upon your death may entail lot of court proceedings and / or litigation, which can be avoided if the properties are transferred through the media of trust. It may also help reducing your estate or inheritance taxes as and when introduced in India.
  • Drafting of Will:
    By drafting a will, an individual ensures that his or her belongings will go to the desired beneficiaries. In addition, although some states may still probate/review wills for their validity, the existence of a will can speed up the court review process considerably. The will also help reduce disputes among the legal heirs.
  • Business Valuation
  • Tax Planning
  • Estate & Gift Planning

Our succession planning experience offers a proven framework for developing a practical succession plan. Each plan is customized to your family, your business, your goals, and your values. We can help you, your family, and your employees prepare for the healthy, productive, and smooth transition of your business.

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