➥ Bespoke support for real-world expansion ➥

PBM’s Tailor-Made Projects give small businesses hands-on, customized help to solve cross-border, channel, and transaction-readiness challenges—without big-firm overhead. We combine strategic design with operational build-out and day-to-day program management, so plans turn into results.

 

What We Customize (Representative Project Types)

⭕ Cross-Border Structuring & Operations

◉ Intercompany arrangements (in coordination with licensed counsel/tax advisors):

Service agreements, contract manufacturing, distribution/reseller, IP licensing, and cost-sharing arrangements (CSA).

💧 Deliverables: Term sheets, draftable templates, RACI (who does what), pricin g/markup logic, performance KPIs, and related-party approval workflow.

 

◉ Transfer-pricing coordination:

Method selection (CUP, Cost-Plus, Resale Minus, TNMM), FAR analysis, markup guardrails, and documentation calendars (Local/Master file readiness).

💧 Deliverables: Position memo, benchmarking request list, evidence map, and quarterly monitoring dashboard.

 

◉ Logistics & 3PL SOPs:

Inbound receiving, put-away, pick/pack/ship, ASN/EDI, returns processing (RMA), inventory counts, shrink reporting, and SLA scorecards.

💧Deliverables: 3PL playbook, KPI deck (OTIF, dock-to-stock, cycle count accuracy), exception log, and quarterly QBR templates.

 

⭕ Channel Buildouts & Commercial Enablement

◉ Distributor/Dealer networks:

Territory mapping, price lists/MAP policy, rebate programs, credit & returns policy, warranty workflow, and performance SLAs.

💧 Deliverables: Territory heat map, partner scorecards, deal-registration rules, quarterly target/KPI pack, and governance calendar.

 

◉ Franchise / JV term sheets (advisory):

Unit economics, fee structure (initial, royalty, marketing), QA/brand standards, training modules, IP use, and dispute/exit mechanics.

💧Deliverables: Term sheet, operations manual outline, audit checklist, and compliance calendar.

 

◉ E-commerce & Marketplace entry:

Catalog setup, channel pricing, content standards, fulfillment model (FBA/3PL/DTC), returns/claims SOP, and promotional guardrails.

💧 Deliverables: Listing playbook, promo calendar, inventory/allocations model, and fraud/chargeback controls.

 

⭕ Deal Readiness (M&A / IPO)

◉ M&A (buy-side/sell-side) readiness:

Red-flag diligence lists (tax, contracts, IP, HR), vendor data room build, working-capital and debt-like items mapping, and Integration Day-1/Day-100.

💧 Deliverables: Diligence Q&A tracker, data room index, integration cutover plan, synergy/KPI dashboard.

 

◉ IPO readiness (S-1/F-1 advisory only):

Governance upgrades (charters/policies), COSO/SOX-lite control uplift, disclosure calendars, and drafting responsibility matrices.

💧 Deliverables: SEC-Ready checklist, policy suite, 10-day close calendar, sub-certifications, and exhibit/data room curation.

 

How a Tailor-Made Project Works

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

⦾ Stakeholder interviews, document review, risk & readiness diagnostic
⦾ Unit economics and process mapping (where value leaks today)
⦾ Output: Problem statement, solution options, and fixed-scope proposal with timeline and budget

 

🔵 Phase 2 — Build & Pilot (2–6 weeks)

⦾ Draft and adopt policies/SOPs, create templates and trackers, configure cadences
⦾ Train owners, pilot with real data, capture issues and refine thresholds
⦾ Output: Live SOPs, signed policies, working dashboards, and a pilot report

 

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

⦾ Run the cadence (e.g., monthly close, 3PL SLAs, partner QBRs), remediate issues
⦾ Handover with training, playbooks, and governance calendar
⦾ Output: Steady-state runbook, role-based job aids, and metric baselines