➥Expand with discipline ➥

PBM works exclusively with small businesses to design and execute smart, low-friction growth—especially Asia-to-U.S./Canada expansion. We combine practical strategy with hands-on implementation so your team gets results, not homework.

Who We Serve

🔵 Small businesses operating in or entering the U.S. and Canada

🔵 Asia-based companies (China, Hong Kong, Taiwan, Southeast Asia) and Asian founders forming new U.S. entities

🔵 Teams that want public-company discipline (COSO/SOX-lite) without big-firm overhead

What’s Included in SBE Support

⭕ Expansion Strategy & Action Plan

◉ Market-entry options: Greenfield, distributor/partner, marketplace/DTC, JV, tuck-in acquisition (advisory).

◉ Go-to-market sequencing: Launch order by channel/region; pilot → scale playbook.

◉ Pricing & channel guardrails: Wholesale/DTC price ladders, MAP/discount rules, rebates, performance SLAs.

◉ Roadmap with KPIs: Milestone-based plan (owners, dates, budget) tied to targets like DSO, on-time delivery, and close speed.

⭕ U.S./Canada Entity & Branch Setup

◉ Formation & registrations: State selection (WA/CA with DE support), EIN, state/municipal filings, sales/use tax nexus mapping.

◉ Governance setup: Board and charters, Code of Ethics, related-party policy, basic disclosure calendar.

◉ Licenses & permits: Industry and locality mapping; recurring filing calendar and ownership.

◉ Banking & payments: Account opening, treasury playbook, dual-control wires.

⭕ Client Representation

◉ Coordination hub: Banks, registered agents, 3PLs, distributors, auditors, tax professionals, and counsel.

◉ Vendor onboarding: KYC, tax forms (W-9/W-8), payment terms, and performance scorecards.

◉ Data room build: Corporate, financial, tax, HR, legal/IP, and operations folders to support diligence.

⭕ Compliance & Operations (COSO-Aligned “SOX-Lite”)

◉ Right-sized policies & SOPs: JE/Reconciliations, Delegation of Authority (DoA), T&E, procurement/AP, revenue & contract review.

◉ RCMs & narratives: O2C, P2P, Payroll, Inventory/COGS, R2R, Treasury (with evidence lists).

◉ Close calendar: Standard 10-day close (D0–D10) with reporting pack and variance analysis.

◉ Monitoring & cadence: Issue log, change log, quarterly tune-ups, and sub-certifications.

⭕ Tailor-Made Projects

◉ Cross-border needs: Intercompany agreements, transfer-pricing coordination (with tax advisors), logistics and 3PL SOPs.
◉ Channel buildouts: Distributor territory maps, franchise/JV term sheets, e-commerce marketplace entry.
◉ Deal readiness: M&A and IPO readiness checklists, data room curation, and integration day-1/100 planning.