OUR Services

PBM Canada provides practical advisory and execution support exclusively for small businesses preparing to enter, operate in, or expand within the U.S. market. Our services combine market-entry foundation, operating controls, related-party governance, and readiness support so clients can grow with more discipline and less confusion.

 

⭕ U.S. Expansion Readiness Diagnostic

Depending on the client’s situation, the diagnostic may cover:

◉ U.S. expansion objectives and market-entry priorities

◉ U.S.-facing business path suitability

◉ Role allocation and responsibility matrix

◉ Basic operating controls and SOX-Lite / COSO-Lite readiness

◉ Related-party governance and arm’s-length readiness

◉ Documentation and evidence-retention gaps

◉ Financial-record and reconciliation discipline

◉External professional coordination needs, including CPA, legal, tax, compliance, logistics, insurance, or other specialized support where appropriate

 

Description:

🎯 This service line helps clients slow down just enough to avoid preventable mistakes - and then move forward with a clearer, more disciplined U.S. expansion plan.

 

⭕ Cross-Border Growth Foundation

Scope includes:

◉ Expansion strategy and action plan

◉ U.S. entity and branch setup coordination

◉ Governance setup and compliance calendars

◉ Commercial process alignment

◉ Responsibility matrix development

◉ Client representation and workstream coordination

◉ Launch-stage operating rhythm and reporting cadence

 

Description:

🎯 This service line helps small businesses build the foundation for U.S. growth before complexity gets ahead of the business. PBM Canada supports clients in turning expansion plans into executable operating structure.

 

⭕ Operating Controls & SOX-Lite Advisory

Scope includes:

◉ COSO-aligned SOX-Lite controls

◉ Risk assessment and process walkthroughs

◉ RCMs and close calendars

◉ SOP design and documentation packages

◉ Approval logic and issue tracking

◉ Practical test plans

◉ Reporting discipline support for lean teams

 

Description:

🎯 PBM Canada designs right-sized operating and financial controls for small businesses that need stronger discipline without big-company overhead. The goal is cleaner execution, more reliable reporting, and fewer surprises during growth.

 

⭕ Related-Party Governance & Arm’s Length Readiness

Scope includes:

◉ Related-party transaction inventory

◉ Cross-border transaction mapping

◉ Intercompany goods, services, and funding flow review

◉ Functional role and risk allocation review

◉ Documentation support framework

◉ Approval and evidence-retention workflow

◉ Annual review mechanism

◉ Preliminary issue memo

◉ Coordination support with qualified external professionals where needed

 

Description:

🎯This service line helps clients improve the governance, documentation readiness, and commercial explainability of cross-border related-party arrangements. PBM Canada focuses on structure, discipline, and preparation rather than formal tax opinions.

 

⭕ Transaction & Readiness Support

Scope includes:

◉ U.S. IPO readiness support

◉ M&A readiness support

◉ Governance upgrade support

◉ Data room and diligence preparation

◉ Cap-table hygiene support

◉ Disclosure planning support

◉ Coordination with external professionals

 

Description:

🎯 For small businesses preparing for financing, restructuring, diligence, sale, or future public-company pathways, PBM Canada provides practical readiness support tailored to lean teams.