1. U.S. Opportunities:
Charting your
Path to Success

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

3. 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

4. 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?

5. 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

6. 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

7. 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?

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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.

16. THANK YOU Josh Balster E: jbalster@avitusgroup.com