➥Small-business expansion, tailored to your market ➥
PBM’s playbooks work across multiple industries where founders need a practical bridge from Asia to North America (U.S. & Canada). We pair right-sized strategy with hands-on execution—so you can enter, scale, and operate with public-company discipline (without big-firm overhead).
Cross-Industry Capabilities
🔵 Market entry & entity setup: U.S./Canada entity & registrations, banking/vendor onboarding, compliance calendars.
🔵 Go-to-market execution: Distributor/dealer networks, marketplace/DTC launch (.com/.ca), MAP/pricing ladders, partner SLAs.
🔵 Operations & 3PL: SOPs from receiving → pick/pack/ship → RMA; OTIF and QBR cadence; cost-to-serve visibility.
🔵 Finance & governance: COSO-aligned SOX-Lite controls, 10-day close, RCMs, JE/recon policies, KPI dashboards.
🔵 Disclosure discipline: MD&A/KPI data maps, management reporting packs, data-room & evidence index (audit-ready).
🔵 Capital-markets readiness (advisory): SEC-Ready Starter Pack™, governance upgrades, OTC/IPO readiness coordination (with licensed partners).
Industry Spotlights
⭕ Agricultural Inputs - Fertilizers & Crop Protection
Small ag-input teams face complex registration, labeling, stewardship, and channel requirements when entering the U.S./Canada. PBM helps you sequence the work:
◉ Channel & pricing: distributor territory maps, MAP/pricing ladders, rebate programs, warranty/returns policy.
◉ Operations: 3PL selection, HAZ/SDS document control via partners, recalls/RMA workflows, traceability SOPs.
◉ Finance & controls: landed-cost logic, inventory/COGS controls, credit management, and 10-day close cadence.
◉ What you get: faster onboarding of distributors/retailers, fewer chargebacks, audit-ready documentation.
💧Regulatory authorizations are handled by licensed specialists; PBM coordinates program management and readiness.
⭕ Lightning Protection Equipment (Components & Systems)
Growth hinges on specs, documentation, and channel trust. We help you package technical credibility with operational discipline:
◉ Market entry: rep/distributor agreements, jobsite warranty/claims SOPs, project submittal templates.
◉ Quality & evidence: configuration/BOM controls, test/inspection recordkeeping, supplier qualification cadence.
◉ Commercials: bid/quote governance, pricing ladders, freight terms, and post-install RMA/field-service playbooks.
⭕ Software & SaaS
For software founders, credibility equals security, uptime, and reporting:
◉ Commercial readiness: MSA/order form library (with counsel), tiered pricing, reseller/channel kits.
◉ Operating rhythm: change management & access reviews (ITGC-lite), incident/DR drills, ticket & SLA dashboards.
◉ Finance & metrics: revenue recognition policies, churn & cohort KPIs, board reporting packs, data-room hygiene.
◉Outcome: faster enterprise onboarding, cleaner diligence, and an upgrade path toward SOC-style programs via partners.
⭕ Professional Services (Consulting & Specialist Firms)
Boutiques expanding to North America need repeatable packaging and clean delivery economics:
◉ Offer packaging: service catalog, SOW templates, rate cards, utilization & margin tracking.
◉ Delivery controls: approvals/DoA, expense & T&E policy, subcontractor/onshore-offshore SOPs.
◉ Go-to-market: LinkedIn/partner playbooks, lighthouse accounts, referral mechanics, and case-study cadence.
⭕ Sporting Goods & Fishing Tackle
Category wins come from assortment discipline, MAP compliance, and ops hygiene:
◉ Channel rollout: key retailer line reviews, marketplace strategy (.com/.ca), MAP/pricing enforcement, promo calendar.
◉ Ops & service: fit-for-purpose packaging/returns, warranty & RMA SOPs, 3PL KPIs (OTIF, dock-to-stock).
◉ Finance: seasonal cash planning, demand/supply reconciliations, and SKU/door profitability tracking.
Not seeing your sector? Many PBM playbooks are industry-agnostic. Contact Us for a quick fit check—we’ll tell you candidly if we’re the right partner and, if not, point you to a specialist.
Correspondence Address: 10451 Shellbridge Way, Richmond, British Columbia, Canada. V6X 2W8
Email: info@pbmcanada.com