➥No surprises. Clear scope. Predictable spend ➥

PBM Canada delivers senior, bilingual expertise without the full-time overhead. You contract us for specific outcomes, and when the project is complete, there are no ongoing obligations unless you ask us to continue.

 

How We Engage

🔵 Fixed-Scope Projects — Clear deliverables, timeline, and fixed price. Ideal for entity setup & registrations, compliance calendars, distributor/franchise/JV toolkits, or OTC/IPO readiness packs.

🔵 Monthly Advisory Retainer — Fractional CFO/COO-style support (governance, controls, close cadence, channel execution). Includes a monthly capacity and defined service menu.

🔵 Implementation Sprints (2–6 weeks) — Tight, outcome-focused buildouts (e.g., 10-day close program, RCMs & SOPs, 3PL playbook, marketplace/DTC launch).

🔵 Rapid Diagnostic (about 2 weeks) — Current-state assessment with a prioritized remediation plan, budget, and quick-win actions.

 

Pricing Models (Choose One - or Combine)

⭕ Time & Materials (Regular Rates)

◉ Billed hourly/daily/weekly based on the seniority mix actually used.

◉ Best when scope may evolve (e.g., integration cleanup, multi-party coordination).

◉ Value promise: Our lean model keeps rates well below large “brand-name” firms while staffing your work with senior talent.

 

⭕ Fixed Fee (Deliverable-Based)

◉ A single, all-in price for a defined scope (SoW).

◉ PBM Canada takes the overrun risk; you get price certainty.

◉ Change-control process protects both timeline and budget.

 

⭕ Pre-Set Budget (Not-to-Exceed)

◉ We agree on a budget cap for a bundle of deliverables.

◉ You are billed for actuals up to the cap; many clients finish under budget.

 

⭕ Transaction-Related Fees (Limited Use)

◉ For certain non-securities M&A/partnership support, a fixed percentage or milestone-based fee may be appropriate, usually paired with a modest retainer.

◉ Compliance note: PBM Canada does not underwrite, solicit, or place securities and is not a broker-dealer. Any success-based securities fees must be handled by a registered broker-dealer; PBM Canada’s role remains advisory/program-management only.

 

⛔ What’s Not Included (Unless Added to Scope)

◉ Third-party professional fees (law, audit/tax, transfer agent, market maker, registrar, IR, 3PL, etc.).

◉ Government fees (state filings, licenses, permits, publication fees).

◉ Software subscriptions or marketplace fees.

◉ Out-of-pocket expenses.

 

🔴 Compliance Note

💧PBM Canada is not a law firm, CPA firm, or broker-dealer. We do not underwrite, solicit, or place securities, and we do not handle client funds. We provide advisory and program-management services and coordinate with licensed attorneys, PCAOB-registered auditors, tax professionals, transfer agents, market makers, underwriters of record, and IR firms as needed.

 

🔴 Have Questions About Our Fees?

💧Review our Payment Information for wiring/ACH details and tax forms, or book a Free 30-Minute Consultation. Bring your goals and budget range—we’ll give you a right-sized scope with a clear price and a fast start.