The service we provide is intended to provide solutions to the various potential tax and legal challenges and problems which expansion or investment overseas can bring. The steps in the journey, from inception to exit, are as follows
01
Initial Consultation
We meet, and begin to understand both your business and your specific needs and goals for market expansion or investment. The goal
is to understand where you are now, and where you want to be 2, 5 or 10 years from now.
02
Feasibility Study
Following the consultation, and with an understanding of your business and
goals, we produce a feasibility study based on the key corporate and contractual documents you provide to us; an audit of the intellectual property rights you hold which are relevant to any cross-border enterprise; the tax landscape and the compliance and regulatory issues in the territories in which expansion or investment is contemplated. This study will include recommendations for
the planned market entry and investment, and set out the steps required
for implementation.
03
Review and
Sign Off
With your feedback on the feasibility study, together we will hone the tailored legal, tax, and intellectual property blueprint strategy.
04
Tax Opinion
(optional)
If so required and prudent, we will obtain
a tax report or barrister opinion.
05
Implementation
With your sign-off of the Feasibility Study,
together we will implement the strategy, putting in place
the legal framework required (contracts; corporate set up; intellectual property rights registrations); drafting
an operational manual if needed to ensure tax and legally efficient processes are followed and compliance obligations met; conducting transfer pricing studies; and providing corporate and personal accountancy services in line
with the new entities/individuals involved.
01
Initial Consultation
We meet, and begin to understand both your business and your specific needs and goals for market expansion or investment. The goal
is to understand where you are now, and where you want to be 2, 5 or 10 years from now.
02
Feasibility Study
Following the consultation, and with an understanding of your business and goals, we produce a feasibility study based on the key corporate and contractual documents you provide to us; an audit of the intellectual property rights you hold which are relevant to any cross-border enterprise; the tax landscape and the compliance and regulatory issues in the territories in which expansion or investment is contemplated. This study will include recommendations for the planned market entry and investment, and set out the steps required for implementation.
03
Review and Sign Off
With your feedback on the feasibility study, together we will hone the tailored legal, tax, and intellectual property blueprint strategy.
04
Tax Opinion (optional)
If so required and prudent, we will obtain a tax report or barrister opinion.
05
Implementation
With your sign-off of the Feasibility Study, together we will implement the strategy, putting in place the legal framework required (contracts; corporate set up; intellectual property rights registrations); drafting an operational manual if needed to ensure tax and legally efficient processes are followed and compliance obligations met; conducting transfer pricing studies; and providing corporate and personal accountancy services in line with the new entities/individuals involved.
06
Continuous Support and Advice
We see our role as ongoing and will continue to provide ongoing hands-on, director level support and advice, reassessing your exit and investment goals.
07
Exit Strategy and Growth/ Reinvestment Planning
We will advise on any eventual sale, ensuring the most cost-effective and compliant repatriation of funds or reinvestment.