➥Advisory only. No surprises ➥

PBM is a boutique advisory firm focused on small-business expansion. We provide strategy, program management, and implementation support. We do not provide regulated legal, audit, tax, or securities services.

 

⭕ Scope of Services

➥PBM’s services include, without limitation:

◉ Small Business Expansion (SBE) Support; and

◉ Project-Driven Consulting (e.g., COSO-aligned “SOX-Lite” controls, entity & registrations, 3PL/operations SOPs, distributor/marketplace launch, OTC/IPO readiness as an advisory function).

💧Any services that are legal, audit/assurance, tax, investment banking, or brokerage in nature must be provided by appropriately licensed professionals.

 

⭕ Registration & Regulatory Status

➥PBM is not registered with the U.S. Securities and Exchange Commission (SEC), FINRA, any Canadian provincial or territorial securities commission, or the CSRC/other regulators in China. PBM does not act as a securities dealer, underwriter, investment adviser, market maker, or real-estate/business broker in any jurisdiction.

 

➥When clients need regulated services, at your request we can introduce you to licensed third-party professionals, such as:

◉ Registered broker-dealers/investment banks (U.S./Canada/China)

◉ Licensed real-estate or business brokers

◉ CPA firms and audit/tax professionals

◉ Law firms (U.S./Canada/China)

◉ Other relevant licensed specialists

💧Introductions are provided solely for convenience. You are free to select any provider. PBM does not control, supervise, guarantee, or assume responsibility for third-party services.

 

⭕ No Offer, No Legal or Investment Advice

◉ Nothing on this website or in PBM communications constitutes legal, tax, accounting, investment, or securities advice, an offer to sell, or a solicitation of an offer to buy any security.

◉ Information is general and educational. Decisions should be made with your own licensed counsel, auditors, tax advisers, and (where applicable) registered broker-dealers or investment advisers.

 

⭕ No Client Relationship From Website Use

➥Viewing this website, downloading materials, or contacting PBM does not create a client relationship. A client relationship begins only when both parties sign a written proposal/SoW that sets scope, fees, and terms.

 

⭕ Information You Share

➥Please do not send material non-public information (MNPI) or other sensitive data through the website contact forms. If sensitive information is necessary, we can execute a mutual NDA before any exchange.

 

⭕Third-Party Links & Trademarks

◉ This site may link to third-party websites for convenience. PBM does not control and is not responsible for their content, policies, or practices.

◉ Trademarks & attributions: COSO® is a mark of the Committee of Sponsoring Organizations of the Treadway Commission. OTCQX® and OTCQB® are service marks of OTC Markets Group Inc. Exchange names (e.g., NYSE, NASDAQ) and “SEC” are referenced for descriptive purposes only. PBM is not affiliated with or endorsed by these organizations.

 

⭕ Website Terms: “As-Is” & No Warranties

➥The website and its contents are provided “as is” and “as available,” without warranties of any kind, express or implied, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. PBM does not warrant that the site will be error-free or uninterrupted, or that defects will be corrected.

 

⭕ Limitation of Liability

➥To the maximum extent permitted by law, PBM shall not be liable for any direct, indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to your use of this website or reliance on its content, including (without limitation) lost profits, lost revenue, business interruption, loss of data, or replacement costs—even if PBM has been advised of the possibility of such damages. Some jurisdictions do not allow certain limitations; in those cases, the limitation applies to the fullest extent permitted.

 

⭕ Changes & Updates

➥PBM may update this Disclaimer from time to time. The Last Updated date reflects the most recent changes. Continued use of the site after changes constitutes acceptance of the updated terms.

💧Last Updated: August 27, 2025

 

⭕ Contact

➥Questions about this Disclaimer or referrals to licensed professionals?

Please Contact Us. We’ll help scope what PBM can do directly and, where appropriate, coordinate introductions to the right licensed experts.