U.S. Opportunities: Charting your Path to Success

What does the roadmap look like? STEPS TO SUCCESS: What does the roadmap look like?

1. Market Research • Targeted market/industry research STEPS TO SUCCESS: 1. Market Research UNDERSTANDING THE CHALLENGES: • Targeted market/industry research • Macroeconomic trends • Policy impact • Industry forecasts • Project mapping

2. Location Evaluation and Selection STEPS TO SUCCESS: 2. Location Evaluation and Selection MAKE DECISIONS WITH CONFIDENCE: • Where are your customers? • Where is your workforce?

3. Creating a U.S. Legal Entity STEPS TO SUCCESS: 3. Creating a U.S. Legal Entity THE DETAILS CAN BE OVERWHELMING: • Where to incorporate? • Nexus, workforce, physical location • What type of entity is right for you?  • Fed. Employer Identification Number • Drafting corporate documents

4. Tax Planning for the U.S. Entity STEPS TO SUCCESS: 4. Tax Planning for the U.S. Entity THINGS YOU NEED TO KNOW: • Consultation on planned commercial activity • Assess U.S. tax consequences • Consultation over double taxation • Minimize U.S. income tax liability

5. Visa and Immigration Support STEPS TO SUCCESS: 5. Visa and Immigration Support UNDERSTANDING YOUR OPTIONS: • What visa is right for you?  • What options are available?

6. Banking Support • Assistance in finding the right banking partner STEPS TO SUCCESS: 6. Banking Support GETTING THE SUPPORT YOU NEED: • Assistance in finding the right banking partner • Satisfying requirements

7. Recruiting U.S. Employees STEPS TO SUCCESS: 7. Recruiting U.S. Employees YOUR WORKFORCE IS CRITICAL: • Advertising placement • Initial screening interviews • Background checks • Specific job role compensation assistance

8. Co-Employer Relationship STEPS TO SUCCESS: 8. Co-Employer Relationship THE COMPLEXITIES OF EMPLOYMENT: • Paying your employees • Full human resource support • Administering employer sponsored benefits • State-mandated workers compensation insurance • Risk and safety management

9. Set Up Your Accounting • Ensuring accounting system is GAAP STEPS TO SUCCESS: 9. Set Up Your Accounting GETTING IT RIGHT THE FIRST TIME: • Ensuring accounting system is GAAP (Generally Accepted Accounting Practices) compliant with clear audit trails • Coaching on use of QuickBooks and US law regarding accounting entries • Review of Financial Statements with clients monthly, including Month-to- Month and Year-To-Date reports

10. Information Technologies (IT) STEPS TO SUCCESS: 10. Information Technologies (IT) MANAGING YOUR TECHNOLOGY ASSETS: • Scheduled hardware cleanups • Full disaster recovery solution • Centrally managed antivirus and malware software • 24x7 monitoring and support

11. U.S. Marketing and Branding STEPS TO SUCCESS: 11. U.S. Marketing and Branding THE COMMUNICATION CHALLENGES: • How do U.S. consumers respond to marketing? • Current marketing trends • Finding the right audience • Using media that delivers results

12. Taxes for Your U.S. Business STEPS TO SUCCESS: 12. Taxes for Your U.S. Business CREATE A “LESS TAXING” SCENARIO: • Early tax returns • Operational monitoring • Sales tax reports • Secretary of State reports • Tax planning and projections

The Balance of Liability and Time STEPS TO SUCCESS: The Balance of Liability and Time YOUR BUSINESS TODAY WITH AVITUS GROUP The burden of liability shifts considerably – and you have more time to grow your business.

THANK YOU Josh Balster E: jbalster@avitusgroup.com www.avitusgroup.com . 800.454.2446