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Geographic Expansion Services
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Geographic Expansion Services

Strategic financial guidance for international expansion. Establish operations in new markets with proper financial infrastructure, compliance, and control.

What's Included

International company structure planning
Overseas entity setup and registration
Transfer pricing policy development
Local statutory compliance management
Multi-currency financial management
Centralised finance function design
International banking relationships
Cross-border HR and payroll coordination

Taking Your Business Global

International expansion offers tremendous growth opportunities—access to new markets, talent pools, and customers. But it also brings complexity: different legal systems, tax regimes, employment laws, and business cultures.

The challenge: Financial mistakes in international expansion can be costly and difficult to unwind. Poor structure leads to unnecessary tax, compliance failures create liability, and lack of control allows problems to grow unseen.

At Oppenheim Advisory, we’ve guided numerous UK businesses through successful international expansions. Our practical, hands-on approach ensures you capture the opportunity while managing the risks.

Our Approach to International Expansion

Phase 1: Planning & Strategy

Before committing resources, we help you think through the key decisions:

Market Selection:

  • Which markets offer the best opportunity?
  • What’s the competitive landscape?
  • What local requirements exist?
  • What’s the realistic timeline and investment?

Structure Design:

  • Entity type (subsidiary, branch, partnership)
  • Ownership structure and financing
  • Transfer pricing framework
  • Tax implications in both jurisdictions

Resource Planning:

  • Finance function design (local vs centralised)
  • System requirements
  • Local advisor selection
  • Budget and timeline

Phase 2: Entity Establishment

Setting up your international presence:

Corporate Setup:

  • Entity incorporation/registration
  • Constitutional documents
  • Director appointments
  • Share structure

Financial Infrastructure:

  • Bank account opening
  • Accounting system setup
  • Reporting integration with group
  • Chart of accounts alignment

Compliance Registration:

  • Tax registration (corporate, VAT/GST, payroll)
  • Employment registration
  • Industry-specific licences
  • Data protection registration

Phase 3: Operational Setup

Making the entity functional:

Finance Operations:

  • Bookkeeping arrangements
  • Month-end processes
  • Intercompany procedures
  • Payment and treasury

People Operations:

  • Employment contracts
  • Payroll setup
  • Benefits arrangements
  • HR compliance

Control Environment:

  • Approval authorities
  • Expense policies
  • Reporting requirements
  • Audit and review

Phase 4: Ongoing Management

Maintaining control and compliance:

Regular Oversight:

  • Monthly reporting review
  • Compliance calendar management
  • Local advisor coordination
  • Issue resolution

Annual Requirements:

  • Statutory accounts preparation
  • Tax return filing
  • Transfer pricing documentation
  • Audit management

Key Considerations by Region

United States

The US offers enormous opportunity but significant complexity:

  • Entity choice: C-Corp vs LLC, state of incorporation
  • State taxes: Nexus rules, apportionment, multiple filings
  • Employment: At-will vs contracts, benefits expectations, state variations
  • Banking: Challenging for foreign-owned entities, plan early

European Union

Post-Brexit, UK businesses face new requirements:

  • Entity type: Varies by country, some require local directors
  • VAT: Registration thresholds, reverse charge mechanisms
  • Employment: Strong worker protections, works councils
  • Data: GDPR implications for customer and employee data

Asia Pacific

Growing markets with distinct requirements:

  • Singapore: Business-friendly hub, straightforward setup
  • Australia: Similar legal system but distinct requirements
  • China: Complex, usually requires local partner or WFOE
  • India: Rapidly growing but bureaucratic, needs experienced guidance

Transfer Pricing

A critical area for international businesses:

Why It Matters

Tax authorities scrutinise transactions between related entities. They want to ensure profits are taxed where economic activity occurs, not artificially shifted to low-tax jurisdictions.

Our Approach

  1. Policy Development: Create defendable transfer pricing policies
  2. Documentation: Prepare master file and local files
  3. Benchmarking: Support pricing with comparable analysis
  4. Implementation: Ensure policies are followed in practice
  5. Review: Regular review and update as business evolves

Common Intercompany Transactions

  • Management fees for central services
  • Royalties for IP usage
  • Cost-plus arrangements for services
  • Resale arrangements for products
  • Intercompany loans and interest

Case Study: Multi-Country Expansion

We supported a B2B marketing agency’s expansion from UK-only to operations in 4 countries:

Challenge: Rapid growth required international presence but the finance function was UK-focused with limited international experience.

Our Role:

  • Designed group structure for USA, Singapore, and Germany entities
  • Established each entity including banking, payroll, and compliance
  • Implemented transfer pricing policy for intercompany services
  • Created reporting framework integrating all entities
  • Ongoing oversight and coordination of local accountants

Countries Established:

  • USA (Delaware C-Corp)
  • Singapore (Private Limited)
  • Germany (GmbH)

Outcome: All entities operational within 6 months. Clean audit opinions in first year. No compliance issues. Finance function managing international operations from UK HQ.

The Hidden Challenges

Areas often underestimated in international expansion:

Banking: Opening accounts takes longer and is harder than expected. Start early and be prepared for extensive documentation.

Payroll: Employment law varies dramatically. What’s normal in the UK may be illegal elsewhere. Get local HR/legal advice.

Tax Timing: Different filing deadlines, fiscal years, and payment schedules. Calendar management is essential.

Currency Management: FX exposure grows quickly. Have a policy before it becomes a problem.

Control Distance: Harder to maintain oversight of distant operations. Build in regular review and clear escalation.

Getting Started

Planning international expansion? We offer:

  1. Initial assessment: Review your expansion plans and identify key considerations
  2. Structure recommendation: Propose optimal approach for your situation
  3. Implementation support: Guide you through setup and establishment
  4. Ongoing oversight: Maintain control and compliance as you grow

Ready to take your business global? Book a free consultation or call us on 07990 835891 to discuss your expansion plans.

Key Benefits

Risk Reduction

Avoid costly mistakes with experienced guidance through complex international requirements.

Compliance Assurance

Stay on the right side of local regulations in every jurisdiction you enter.

Financial Control

Maintain visibility and control of international operations from HQ.

Tax Efficiency

Structure operations to optimise global tax position within legal frameworks.

Scalable Systems

Build financial infrastructure that supports ongoing international growth.

Local Expertise

Access our network of trusted local advisors in key markets.

Frequently Asked Questions

Which countries can you help us expand into?

We have direct experience with expansions into the USA, Germany, Singapore, Australia, and across the EU. For other markets, we work with trusted local partners who provide on-the-ground expertise while we manage the overall project and financial integration. Our network covers most major business destinations.

Do we need a local entity or can we use an employer of record?

It depends on your situation. Employer of Record (EOR) services work well for initial hires and testing markets. Once you have 3-4+ people in a country, establishing your own entity usually becomes more cost-effective and gives you more control. We help you assess the trade-offs and plan the transition.

What is transfer pricing and why does it matter?

Transfer pricing governs how transactions between related companies in different countries are priced. Getting it wrong can lead to double taxation, penalties, and reputational damage. We help you establish defensible transfer pricing policies that are compliant, tax-efficient, and practical to administer.

How do you manage ongoing compliance in multiple countries?

We establish systems and relationships to ensure ongoing compliance: local accountants for statutory filings, payroll providers for employment obligations, and regular review processes. We create a compliance calendar so nothing falls through the cracks, and we maintain oversight of local advisors from HQ.

What's involved in setting up a US subsidiary?

Setting up in the US involves: choosing the right state (Delaware is common but not always optimal), incorporating the entity, obtaining an EIN (tax ID), opening bank accounts, registering for state taxes, establishing payroll, and ensuring compliance with employment law. We've done this many times and guide you through efficiently.

Ready to Get Started?

Book a free consultation to discuss how our geographic expansion services services can help your business grow.