We exclusively serve small businesses. PBM is a boutique consulting firm dedicated to helping small enterprises expand into North America—and to thrive once they arrive. Our work is clear, efficient, reliable, and budget-sensitive. While we support any small business operating in the U.S. or Canada, we have a particular focus on Asia-to-U.S. expansion and on Asian founders forming new U.S. companies.

Who We Serve

🔵 Small businesses based in the U.S. or Canada seeking disciplined growth
🔵 Asia-based small businesses from China, Hong Kong, Taiwan, and Southeast Asia
🔵 Asian founders incorporating new U.S. entities (Washington, California, Delaware focus)
🔵 Teams that want public-company discipline (COSO/SOX-lite) without big-firm overhead

What We Do

We help small businesses scale safely and sustainably by installing the right structure, controls, and operating rhythm from day one.

◉ COSO-Aligned SOX-Lite Controls: Practical internal controls that strengthen financial reporting and operational discipline, designed to scale toward public-company readiness.

◉ U.S. Market Entry & Entity Formation: Washington and California expertise, with support on Delaware where appropriate—formation, governance, registrations, and ongoing compliance calendars.

◉ IPO Readiness (S-1/F-1 Support): Advisory for small businesses planning a U.S. listing, including disclosure planning, governance upgrades, and execution checklists.

◉ M&A Readiness for Small Businesses: Process, documentation, and diligence preparation to keep you transaction-ready.

Why This Matters

🌔︎Rapid global expansion can strain people, processes, and systems—hurting reputation and results. Product line growth, new service offerings, and scaled infrastructure all introduce complexity that can overwhelm management, finance, and reporting. PBM helps you capture the upside of growth while controlling the risk: stronger governance, cleaner books, faster reporting, and fewer surprises.

What Sets PBM Apart

◉ Small-Business Only — Everything we build is scaled to your size and budget.
◉ Asia-to-U.S. Cross-Border Focus — Practical experience bridging business, legal, tax, and cultural expectations.
◉ Washington, California Depth — Real-world know-how on formation, compliance, and ongoing operations.
◉ Templates That Work — Ready-to-adopt playbooks reduce guesswork and cost.
◉ Transparent Pricing — Fixed-fee options and staged deliverables keep spend predictable.

Action Now

🌔︎Ready to expand with confidence? Book a 30-minute phone consultation and see how PBM’s small-business playbooks can get you SEC-ready discipline at a small-business price.