➥ Build the capabilities you need—one high-impact project at a time ➥

PBM helps small businesses only stand up the processes, controls, and commercial engines that fuel sustainable growth. Our project-driven approach turns strategy into concrete deliverables with owners, timelines, and KPIs—so you see results, not homework.

 

What “Project-Driven” Means (and Why It Works)

◉ Defined scope → fixed timeline → named owners. Each project has a clear charter, RACI, milestones, and success metrics.

◉ Sprint execution (2–6 weeks). We design, build, pilot, and hand off—minimizing disruption to day-to-day operations.

◉ Evidence-first. Every control, policy, or channel playbook ships with templates, trackers, and a storage path.

◉ Scale without overhead. Right-sized for small teams and built to upgrade toward public-company discipline.

 

Core Project Types (Pick One—or Stack a Few)

⭕ COSO-Aligned “SOX-Lite” Advisory

Risk-based internal controls designed for small teams, with a clean upgrade path to SOX readiness.

◉ Risk assessment & walkthroughs across O2C, P2P, Payroll, Inventory/COGS, R2R, Treasury

◉ RCMs (risk/control matrices) with frequency, owners, and evidence requirements

◉ Policy suite & SOPs: Journal Entries (JE), Reconciliations, Delegation of Authority (DoA), T&E, Procurement/AP, Revenue & Contract Review

◉ Close calendar: Standard 10-day close (D0–D10) + reporting pack & variance analysis

◉ ITGC-Lite: Access reviews, basic change control, backup/restore cadence

◉ Pragmatic test plans (design/operating effectiveness) and deficiency remediation tracker

💧Deliverables: Policies (editable), narratives & RCMs, close checklist, evidence index, KPI dashboard, training deck, sign-off forms.

 

⭕ U.S. IPO Readiness (S-1 / F-1)

Advisory projects that get you organized for the SEC filing path and investor scrutiny. (Advisory only; PBM does not underwrite, solicit, or place securities.)

◉ Readiness diagnostics (governance, controls, disclosures, data room)

◉ Disclosure planning: Responsibility matrix (RACI), MD&A data map, non-GAAP policy

◉Governance upgrades: Board/committee charters, Code of Ethics, related-party policy, disclosure committee cadence

◉ Cap-table hygiene: As-converted/FDSC views, option pool strategy, instrument inventory

◉ Auditor/underwriter coordination and PBC index alignment

◉ PBM SEC-Ready Starter Pack™  - materials for Going Public In The USA.

💧 Deliverables: SEC-Ready checklist, policy suite, disclosure calendar, comment-response templates, data room index.

 

⭕ M&A Readiness for Small Businesses

Be ready on either side of the table—without losing focus on the business.

◉ Data room curation with audit-ready foldering and tie-outs

◉ Vendor diligence prep (tax, contracts, IP, HR) and Q&A log

◉ Buy-/sell-side checklists and red-flag trackers

◉ Integration playbooks: Day-1 / Day-100 with RACI, comms plan, and synergy KPIs

💧 Deliverables: Diligence lists, integration cutover plan, KPI dashboards, governance updates, TSA/SLAs as needed.

 

⭕ Channel Buildouts & Market Entry

Stand up revenue channels that actually scale.

◉ Distributor/Dealer networks: Territory maps, MAP/pricing ladders, rebates, credit/returns, warranty workflows

◉ E-commerce/Marketplace launch: Catalog, content standards, FBA/3PL/DTC fulfillment, promo guardrails, chargeback controls

◉ Franchise/JV term sheets (advisory): Unit economics, fee structure, QA & brand standards, exit mechanics

💧 Deliverables: Partner kits, contracts/term sheets, playbooks, scorecards, and a governance calendar.

 

⭕ 3PL & Supply Chain SOPs

Operational discipline from inbound to reverse logistics.

◉ SOPs: Receiving → put-away → pick/pack/ship → RMA/returns

◉ Inventory governance: Cycle counts, shrink rules, cost updates, BOM changes

◉ SLA scorecards & QBR cadence: OTIF, dock-to-stock, cycle-count accuracy

💧 Deliverables: 3PL playbook, KPI deck, exception log, QBR templates.

 

⭕ Finance & Systems Foundations

Get the books, reporting, and planning fit for growth.

◉ GL cleanup & chart redesign, account reconciliation program

◉ Management reporting packs and KPI tree

◉ Budget/forecast “FP&A-Lite” and cash-flow cadence

💧 Deliverables: CoA map, reconciliation templates, variance deck, 13-week cash forecast.

 

How We Work (Three Phases)

🔵 Phase 1 — Diagnose & Design (1–2 weeks)

Stakeholder interviews, document review, readiness scoring. Output: project charter, timeline, RACI, KPIs, and fixed scope.

 

🔵 Phase 2 — Build & Pilot (2–6 weeks)

Draft policies/SOPs, configure templates and trackers, train owners, run a live pilot, tune thresholds. Output: signed policies, working cadence, pilot report.

 

🔵 Phase 3 — Operate & Transfer (2–4 weeks)

Run the cadence (close/QBRs/SLA reviews), remediate issues, and hand off with job aids. Output: steady-state runbook, baseline metrics, and training artifacts.