OUR Services

PBM provides a full stack of advisory and execution services exclusively for small businesses expanding in or into North America. We combine practical strategy with hands-on implementation so your team gets results - not homework.

Core Service Lines

⭕ Small Business Expansion (SBE) Support

◉Expansion Strategy & Action Plan — Market entry options, go-to-market sequencing, pricing and channel choices, and a milestone-based roadmap with KPIs.

◉U.S./Canada Entity & Branch Setup — Formation and registrations (focus on Washington and California, with Delaware as needed), governance set-up, EIN/state filings, and ongoing compliance calendars.

◉ Client Representation — Coordinate with banks, registered agents, vendors, auditors, tax professionals, and counsel to keep workstreams moving.

◉ Compliance & Operations — Right-sized policies, SOPs, and reporting cadences that scale with growth.

◉ Tailor-Made Projects — Bespoke solutions for unique operational or cross-border needs.

⭕ Project-Driven Consulting

◉ COSO-Aligned “SOX-Lite” Advisory

Risk assessment, process walkthroughs, RCMs (risk/control matrices), close calendars, documentation packages, and pragmatic test plans—built for small teams and designed to scale toward public-company discipline.

◉ U.S. IPO Readiness (S-1/F-1)

Readiness diagnostics, disclosure planning, governance upgrades (charters, policies, committees), cap-table hygiene, auditor/underwriter coordination, and an execution checklist aligned to the SEC filing path. (Advisory only; we do not underwrite or place securities.)

◉ M&A Readiness for Small Businesses

Data room curation, vendor diligence prep, buy-/sell-side checklists, integration playbooks, and day-one/first-100-days plans.