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Writer's pictureAlina Coston

MODULE 00 - RiverForest Group Cross Border Business Opportunities



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

Business Model

Targeting a 500 Million Assets and Investments Under Management,

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

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

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

  • We Deploy our own 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 Advisory 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


Investor Immigration Canadian Permanent Residency by Investment

Investment in Canada is the ideal way to secure permanent residency. We specialise in assisting private clients secure Canadian permanent residency. We provide comprehensive, bespoke emigration, investment and relocation solutions for our clients, providing peace of mind and permanent residency upon arrival for your entire family. The Benefits of Residency by Investment: Business-friendly environment Permanent Residency granted - On arrival No restriction on the purchasing of a property AAA Rated Economy Tax effective Investment Laws Access to free education Access to Medicare Fast, easy process to secure your permanent residence

All our services are tailored to meet our clients' needs while protecting their best interests throughout the process of emigrating as an Investor.

The Canadian Migration Investment programs are now the fastest growing area of Canadian immigration law as people come to realize residency-by-investment is not just desirable but can also play a part of many effective personal and financial plans.


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

Real GDP Growth

The global economy is projected to grow 6.0 percent in 2021 and 4.9 percent in 2022.The 2021 global forecast is unchanged from the April 2021 WEO, but with offsetting revisions. Prospects for emerging market and developing economies have been marked down for 2021, especially for Emerging Asia. By contrast, the forecast for advanced economies is revised up. These revisions reflect pandemic developments and changes in policy support. The 0.5 percentage-point upgrade for 2022 derives largely from the forecast upgrade for advanced economies, particularly the United States, reflecting the anticipated legislation of additional fiscal support in the second half of 2021 and improved health metrics more broadly across the group. COVID 19 pandemic, has a significant impact on the global economy. In 2020, the global Gross Domestic Product (GDP) decreased by 3.5 percent, while the forecast for this year was 2.9 percent GDP growth. According to the forecast for 2021, the global GDP should increase by 5.8 percent in that year. In 2020, real GDP growth for World was -3.3 %. Though World real GDP growth fluctuated substantially in recent years, it tended to decrease through 2001 - 2020 period ending at -3.3 % in 2020. ... Annual percentage growth rate of GDP at market prices based on constant local currency. INDIA continues to have a competitive advantage.


Canada's Investor Visa Program

It is widely believed that Canada is one of the top 10 easiest countries to start a business in. This is due to the country being extremely rich in natural resources, having an immensely skilled labour force and a stable government. If you would like to immigrate to Canada as an Entrepreneur or Investor, you have several Entrepreneur and Investor Visa options available to you, including the general Start-up Visa Program and the provincial-specific Nominee Program. If you are successful with your application, you and your family can move to Canada together.



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


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

  • Entity Selection

  • Acquisition Due Diligence

  • 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


Private Equity Investment


Private equity firms’ reputation for dramatically increasing the value of their investments has helped fuel this growth. Their ability to achieve high returns is typically attributed to a number of factors: high-powered incentives both for private equity portfolio managers and for the operating managers of businesses in the portfolio; the aggressive use of debt, which provides financing and tax advantages; a determined focus on cash flow and margin improvement; and freedom from restrictive public company regulations.

But the fundamental reason behind private equity’s growth and high rates of return is something that has received little attention, perhaps because it’s so obvious: the firms’ standard practice of buying businesses and then, after steering them through a transition of rapid performance improvement, selling them. That strategy, which embodies a combination of business and investment-portfolio management, is at the core of private equity’s success.

Public companies—which invariably acquire businesses with the intention of holding on to them and integrating them into their operations—can profitably learn or borrow from this buy-to-sell approach. To do so, they first need to understand just how private equity firms employ it so effectively.... HBR - The Strategic Secret of Private Equity Felix Barber and Michael Goold Unlike hedge funds focused on short-term profits, private equity funds are focused on the long-term potential of the portfolio of companies they hold an interest in or acquire.


India Market


The Government of India continued to actively court foreign investment. In the wake of COVID-19, India enacted ambitious structural economic reforms, including new labor codes and landmark agricultural sector reforms, that should help attract private and foreign direct investment. In February 2021, the Finance Minister announced plans to raise $2.4 billion though an ambitious privatization program that would dramatically reduce the government’s role in the economy. In March 2021, parliament further liberalized India’s insurance sector, increasing the foreign direct investment (FDI) limits to 74 percent from 49 percent, though still requiring a majority of the Board of Directors and management personnel to be Indian nationals.

In response to the economic challenges created by COVID-19 and the resulting national lockdown, the Government of India enacted extensive social welfare and economic stimulus programs and increased spending on infrastructure and public health. The government also adopted production linked incentives to promote manufacturing in pharmaceuticals, automobiles, textiles, electronics, and other sectors. These measures helped India recover from an approximately eight percent fall in GDP between April 2020 and March 2021, with positive growth returning by January 2021.


Canada Market


Canada and the United States have one of the largest and most comprehensive investment relationships in the world. U.S. investors are attracted to Canada’s strong economic fundamentals, its proximity to the U.S. market, its highly skilled work force, and abundant resources. Canada encourages foreign direct investment (FDI) by promoting its stability, global market access, and infrastructure.


The United States is Canada’s largest investor, accounting for 47 percent of total FDI. As of 2019, the amount of U.S. FDI totaled USD 402 billion, a 9.2 percent increase from the previous year. Canada’s FDI stock in the United States totaled USD 496 billion, a 12 percent increase from the previous year.

Initial reports indicate Canada suffered a significant decrease in FDI due to the ongoing COVID-19 pandemic. Data from Canada’s national statistical office show inward investment flows decreased by roughly 50 percent in 2020 as compared to 2019.

The United States-Mexico-Canada Agreement (USMCA) came into force on July 1, 2020, replacing the North American Free Trade Agreement (NAFTA). The USMCA supports a strong investment framework beneficial to U.S. investors. Foreign investment in Canada is regulated by the Investment Canada Act (ICA).


The purpose of the ICA is to review significant foreign investments to ensure they provide an economic net benefit and do not harm national security. In March 2021, the Canadian government announced revised ICA foreign investment screening guidelines that include additional national security considerations such as sensitive technology areas, critical minerals, and sensitive personal data. The new guidelines follow an April 2020 ICA update, which provides for greater scrutiny of foreign investments by state-owned investors, as well as investments involving the supply of critical goods and services.


US Market


If current laws generally remain unchanged, the federal budget deficit will total $3.0 trillion and federal debt will reach 103 percent of GDP in fiscal year 2021, CBO estimates, and real GDP will grow by 7.4 percent in calendar year 2021 Over all, the broadest measure of the economy — gross domestic product — grew by 1.6 percent in the first three months of 2021, compared with 1.1 percent in the final quarter of last year. On an annualized basis, the first-quarter growth rate was 6.4 percent. Economic fundamentals remain strong. Household and business balance sheets are still in good shape, and consumers are sitting on piles of savings. GDP is now above the prepandemic level, even though employment is 4.4% below the fourth-quarter average. Economists expect growth of around 7% this year, which would be the strongest performance since 1984. The International Monetary Fund on Tuesday boosted its growth forecasts for the United States to 7.0% in 2021 and 4.9% in 2022, up 0.6 and 1.4 percentage points respectively, from its forecasts in April. 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

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.

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


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

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

  3. 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

  4. 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

  5. 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

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

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

  8. 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

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

  10. 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.

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

  12. Obtaining Stake - Our firm may 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





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