Action Plan

Custom Report and Action Plan

$5,000.00 $3,750.00

Whether you are looking for an international incorporation, banking and/or residency/passport (or all the above), this is the classic “Flag Theory Consultation.”

The consultation includes a full initial call where our Sr. Consultant will delve deep into your requirements and work with you on the scope of the plan. They will then begin researching multiple options, looking at Tax Treaties, CFC / transfer pricing, Residency programs and jurisdictions to be leverage. They will then compile a report and action plan listing various options and the pros and cons of each. A full 60 minute follow-up call is included to ensure you have all the information to make the best decision. 1/3 of the report cost can be applied to implementation of services with our firm.

Full Dedicated Consultation great for

  • Digital Nomads
  • Expats
  • On-line entrepreneurs
SKU: SER-CN-3750 Category:

Product Description

Based on some of the unique complexities and number of options available to your specific situation, a full work-up and report is the best course of action to ensure you have the optimal strategy to implement now, and grow with over the course of time.

The report process loosely follows this format: 1) Initial consulting call where we go over the requirements again, set the scope of the work, any special circumstances, 2) report build-out based on your requirements by our team, likely short follow-up calls/chats for clarification on any points, research of tax treaties and other beneficial/exploitable agreements between countries and finally 3) report delivery and presentation call with Q&A.

If one of the solutions meets your expectations, up to 1/3 of the report cost can applied to the implementation of the solution, which we can do in house and via our extensive network of global partners. We can manage the implementation of the entire structure for you, so you have a complete turn-key solution rather than a bunch of pieces to try and put together on your own. If not, we head back to the drawing board to find more.


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