FAQ
General & Process Questions
A Charter is our signature deliverable: a formal, strategic plan that transforms your ambition into an actionable blueprint. Unlike a generic report, a Charter provides a clear, step-by-step course for your business to navigate the complexities of global trade, market entry, or sourcing.
We work with ambitious small to medium-sized businesses (SMBs) and entrepreneurs. Our clients fall into two main groups: international firms seeking to successfully enter and grow within the North American market, and North American businesses looking to build resilient and profitable global supply chains.
Our core value is partnership. As a specialized advisory, our clients work directly with senior leadership. We provide a hands-on, principled approach that larger firms cannot match, acting as a dedicated extension of your team to ensure your mission's success.
The initial 30-minute consultation is a confidential, no-obligation strategic discussion. It's an opportunity for us to understand your business and your goals, and for you to see how our process can provide the clarity you need. Our goal is to determine if we are the right partner for your mission.
We structure our engagements on a project basis, centered around the delivery of a specific "Charter." After our initial confidential consultation to understand the scope of your project, we provide a detailed proposal with a fixed project fee. This ensures transparency and a clear understanding of the investment from the outset. We do not work on an open-ended hourly basis.
The timeline varies depending on the Charter. A "Market Charter" or "Intelligence Charter" typically ranges from 4 to 8 weeks, depending on the complexity of the research. A full "Sourcing Charter" or "Partnership Charter" engagement is a longer-term partnership that unfolds over several months. We establish a clear project timeline in our initial proposal.
Client confidentiality is a cornerstone of our practice. Every engagement is governed by a robust Non-Disclosure Agreement (NDA) before any sensitive information is shared. We handle all client data with the utmost discretion and operate with the integrity of a true strategic partner.
About Market Entry Services
Our core differentiator is the 'Charter' itself. While many consultants provide generic data, we deliver a formal, structured plan that transforms uncertainty into a clear course of action. We work as an extension of your team, focusing on a practical, step-by-step roadmap that covers everything from market readiness to competitive strategy, ensuring you are prepared for every stage of your expansion.
Our expertise is in business strategy and market intelligence. While we do not directly handle legal incorporation or accounting, we provide the strategic foundation upon which these processes are built. A key part of our service includes providing expert guidance on local compliance requirements and, for qualified clients, making strategic introductions to our trusted network of licensed legal and financial professionals in North America.
There is no single answer, as it depends entirely on your industry, target customer, and long-term goals. Our "Market Charter" process is specifically designed to answer this question with a data-driven analysis, comparing the regulatory landscape, competitive environment, and market opportunities in both countries to recommend the ideal launchpad for your business.
About the Intelligence Charter
Our process goes far beyond public data. We synthesize information from proprietary databases, industry reports, and financial analyses. Where relevant, we can also conduct primary research, such as interviews with industry experts. The true value of the Intelligence Charter is not just the data itself, but our expert analysis that transforms that data into actionable, strategic insights for your business.
A standard market research report presents data. An Intelligence Charter interprets that data to give you a strategic advantage. We focus on answering your most critical business questions: "Where are the untapped opportunities?", "What are our competitors' next moves?", and "How can we win this market?". The deliverable is not just information, but a clear recommendation for action.
About the Partnership Charter
Our network is a curated, private ecosystem of trusted contacts built over years of international trade and business development. We do not use public databases. We leverage personal relationships to find partners who are not only a good fit on paper, but whose business culture and values align with yours. The process is based on trust and strategic matchmaking.
Our role extends beyond the initial introduction. We act as a facilitator to ensure the initial conversations are productive, helping you navigate cultural nuances and structure a potential partnership for mutual success. While you lead the final negotiations, we provide the strategic support to help you get the deal done right.
The Partnership Charter leverages our private, vetted global network to make direct, strategic introductions for our clients. We focus on quality over quantity, connecting you with the right distributors, agents, or joint venture partners who are aligned with your business goals and can genuinely accelerate your growth.
About Sourcing Services
While we have deep expertise and on-the-ground experience in China, including at the Canton Fair, our network is global. We help North American businesses build resilient supply chains by identifying and vetting suppliers from key manufacturing hubs across Asia and around the world.
We use a multi-stage vetting process that goes far beyond online directories. This includes digital verification of business licenses and certifications, rigorous communication tests, detailed sample analysis, and coordinating with third-party agents for on-site factory audits and pre-shipment quality inspections.
While we are not a freight forwarder, we act as your strategic project manager. We coordinate with our network of trusted logistics partners and customs brokers to ensure a smooth and efficient process from the factory floor to your front door, making sure your goods are handled correctly at every step.
About Business Immigration
No, we are a strategic business consultancy. This is a critical distinction. Our role is to engineer the credible, data-driven business case and viable business plan that form the foundation of a successful immigration application. We then work alongside the licensed immigration lawyers in our network who handle the formal application process.
A Letter of Support is the essential endorsement from a Canadian government-designated organization (a specific venture capital fund, angel investor group, or business incubator). To earn this letter, you must convince them your business is innovative and has high growth potential. Our service focuses on building the compelling business plan and pitch needed to secure that support.
No. Securing the visa is just the beginning. We continue to act as strategic advisors for our clients post-arrival, offering our Market Entry and Partnership charter services to help them successfully launch and grow their business within the Canadian ecosystem.