Case studies
Throughout the past two decades, our collaboration has extended beyond businesses, reaching out to countless companies and entrepreneurs. We not only addressed their specific needs and the overarching goals of their organizations but also lent our expertise in achieving their personal ambitions. Below, we share some of the stories that we hold in high esteem.
International Expansion and Acquisition for a Canadian-Brazilian FinTech
Our experts played a pivotal role in the journey of a Canadian-Brazilian FinTech company, guiding it through the establishment of US-compliant business records, navigating its expansion across various states and countries, and ultimately leading to its successful acquisition by a global conglomerate. By addressing regulatory complexities and providing strategic expansion support, we facilitated the company's seamless entry into new markets. Our collaboration with KPMG for comprehensive due diligence was crucial in positioning the company as an attractive acquisition target. This case highlights the significance of meticulous planning, compliance, and strategic partnerships in achieving international business success, illustrating our commitment to enabling clients to realize their global ambitions.
Strategic Expansion of a Chinese CRO into the U.S. Market
In a strategic move to tap into the innovative U.S. pharmaceutical landscape, a leading Chinese Clinical Research Organization (CRO) sought to expand its operations through the acquisition of a U.S. subsidiary, facing the intricate challenges of integrating multinational personnel and navigating the complexities of international finance and compliance. Our comprehensive approach involved conducting cultural sensitivity training, developing HR frameworks compliant with both Chinese and U.S. laws, implementing a global payroll solution capable of handling diverse regulations, and integrating financial systems to adhere to international standards. Additionally, we crafted a strategic tax framework addressing transfer pricing and withholding taxes, optimizing the company's tax position while ensuring compliance. This meticulous strategy not only facilitated a smooth integration of the U.S. subsidiary, enhancing operational efficiency and fostering a unified corporate culture, but also positioned the CRO for strategic expansion in the global pharmaceutical research arena, underscoring the importance of local expertise and scalable systems in navigating the complexities of international expansion.
Successful U.S. Market Entry: A Global Mushroom Conglomerate's Expansion Journey
Having navigated the complex landscape of the U.S. agricultural sector, our global mushroom conglomerate client successfully established its presence through meticulous planning and strategic execution. By implementing advanced bookkeeping aligned with U.S. financial and labor regulations, and securing comprehensive insurance, we ensured the operations were both compliant and resilient. The expansion was underpinned by rigorous market research to identify prime locations and by embracing cutting-edge agricultural technologies, optimizing efficiency and sustainability. Engaging with local communities and stakeholders, they forged valuable partnerships, leveraging tax incentives and navigating local agricultural laws with precision. This methodical approach not only facilitated their smooth entry into the U.S. market but also set a robust foundation for sustainable growth and continued success in the dynamic agriculture sector.
Streamlining Global E-commerce and Logistics: A Consultative Triumph
In our advisory capacity, we spearheaded a strategic overhaul for a client operating within the global e-commerce and logistics sectors, aiming to refine both their online presence and logistics efficiency. By integrating advanced technology and optimizing supply chains, we tailored their operations to meet international demands and regulatory standards. Financial strategies, including multi-currency management and tax optimization, were deployed to navigate the complexities of global trade. Our efforts also focused on sustainable growth and market expansion, emphasizing the importance of continuous improvement through data-driven insights. This comprehensive approach not only enhanced operational efficiencies but also solidified our client's competitive edge in the dynamic global marketplace.
Expanding Horizons: A Global Education Brand's U.S. Launch
In an era where education transcends geographical boundaries, we took pride in assisting a distinguished global education brand, renowned for aiding students in studying abroad, in establishing its footprint in the United States. Our comprehensive approach went beyond just strategizing for their subsidiary setup and streamlining the hiring process; we adeptly navigated the complexities of global mobility, tax structuring, and adapted to the nuances of remote work policies for their burgeoning workforce. Addressing the intricacies of working-from-home regulations, we ensured seamless operational transition and compliance with local employment laws, thereby empowering employees to excel in a flexible, yet structured remote work environment. This multifaceted support not only facilitated the brand's smooth entry into the U.S. market but also bolstered their commitment to making international education accessible, amidst a rapidly evolving educational landscape.
Sweet Innovation: Revolutionizing Ice Cream Shop Branding with 3D Printing"
In a groundbreaking partnership, we assisted a premier ice cream shop brand in reimagining its branding through the innovative application of 3D printing and localized manufacturing technologies. This collaboration marked a significant departure from traditional methods, focusing on the redesign of their iconic store sign and the custom creation of specific machine parts previously unattainable from overseas manufacturers. Our approach not only elevated the brand's visual appeal but also demonstrated a sustainable model for rapid, cost-effective production solutions, setting a new standard in the retail industry. This transformation paved the way for enhanced operational efficiency and a distinct market identity, positioning the brand as a leader in adopting cutting-edge technologies for retail excellence.
Biotech Researcher Turned Financial Adviser Obtained NIW Approval
Dr. Chen, with a PhD in Cell Biology and extensive experience in biopharmaceutical research, including publications and citations, transitioned to a financial analyst role at a law firm, leveraging his industry insights for investment analysis. This career switch posed challenges for his National Interest Waiver (NIW) application, as it required demonstrating that his research contributions could support his new financial analyst role. Attorney Feng advocated the unique value of Dr. Chen's background in finance, highlighting how his biopharmaceutical knowledge enables informed investment decisions, benefiting both investors and the pharmaceutical industry. Nine recommendation letters were submitted to affirm his research experience's critical role in his finance success. Feng emphasized the national interest served by Dr. Chen's work, facilitating pharmaceutical innovation through informed investment. The NIW was successfully approved, showcasing the strategic alignment of biopharmaceutical expertise with financial analysis to advance national health interests.
Art and Immigration: Ms. Yu's Transnational Canvas EB-1A Journey
Ms. Yu, a distinguished artist well-known in China, boasts 6 national awards, 26 exhibitions, and 29 significant works and media reports. Facing immigration challenges, she solidified her application by showcasing her work in the U.S. and contributing to the community. Under the guidance of our Attorney, by demonstrating her unique talent in blending Eastern and Western art elements, along with the inspiration and messages behind her major works, she successfully showcased her artistic achievements and contributions to the American fine arts field. After an eleven-month review period, Ms. Yu's EB-1A case was approved without any challenges, highlighting the importance of patience and strategy.
