➥Small-business expansion, done right ➥

PBM is a boutique advisory firm focused exclusively on small business expansion across the U.S., Canada, and Asia. We combine practical strategy with hands-on execution so founders get results—not homework.

 

Founded in British Columbia, Canada in 2008, PBM works bilingually (English ⇄ Chinese) and bridges the operational, legal, tax, and cultural details that make cross-border growth hard. Our core jurisdictions in the U.S. include Washington and California (with Delaware support where appropriate).

 

Who We Serve

🔵 Small businesses operating in or entering the U.S. and Canada

🔵 Asia-based companies (China, Hong Kong, Taiwan, Southeast Asia) and Asian founders forming new U.S. entities

🔵 Teams that want public-company discipline—without big-firm overhead

 

What We Do

◉ Small Business Expansion (SBE) Support

Market-entry strategy, state/entity setup, banking and registrations, vendor onboarding, COSO-aligned “SOX-Lite” controls, and a 10-day close operating rhythm.

◉ Project-Driven Consulting

Time-boxed sprints (2–6 weeks) to stand up real capabilities: distributor/marketplace launch, 3PL SOPs, RCMs/SOPs, data rooms, OTC/IPO readiness, and integration Day-1/100 plans.

◉ Capital-Markets Readiness (Advisory)

SEC-Ready Starter Pack™, governance upgrades, disclosure calendars, MD&A/KPI data maps—built to work alongside your counsel and auditor. (We do not underwrite, solicit, or place securities.)

 

How We Work

⓵ Diagnose — Rapid assessment of goals, constraints, and readiness

⓶ Design — Clear scope, milestones, owners (RACI), and KPIs

⓷ Build — Policies, SOPs, templates, dashboards, and training

⓸ Pilot — Run with real data; capture issues; tune thresholds

⓹ Operate & Transfer — Cadence hand-off, runbooks, and baseline metrics

💧Engagement options: Fixed-scope projects, monthly advisory retainers, implementation sprints, and rapid diagnostics. See Consulting & Service Fee for pricing models.

 

Our Operating Principles

◉ Speed with discipline — Move fast, but land controls, evidence, and audit-ready folders.

◉ Actionable over theoretical — Every recommendation ships with a template, checklist, or playbook.

◉ Right-sized — Built for small teams and budgets; upgradeable toward SOX readiness.

◉ Transparent — Fixed scopes, visible timelines, and clear change control.

◉ Collaborative — We coordinate banks, vendors, 3PLs, auditors, counsel, and partners so workstreams keep moving.

◉ Honest fit — We only accept projects we can deliver. If a request sits outside our lane, we’ll connect you with the right licensed professionals.

 

Why PBM

◉ Small-business only focus—no over-engineering

◉ Asia ➡ North America depth—bridging business, legal, tax, and culture

◉ Plug-and-play toolkits—faster starts, lower cost, less risk

◉ Bilingual delivery—English ⇄ Chinese across documents, training, and communication

 

Compliance Note

⛔ PBM is not a law firm, CPA firm, or broker-dealer. We do not underwrite, solicit, or place securities and we do not handle client funds. We provide advisory and program-management services and coordinate with licensed professionals as needed.

 

Contact Us

🔵 Ready to explore your expansion? Book a Free 30-Minute Consultation or reach out via Contact Us. Tell us your goals and constraints—we’ll respond with a right-sized scope, a clear plan, and a predictable budget.