Doing Business in the U.S.
RESOURCES
Looking to Invest in a U.S. Business?
RevUp Advisors guides you through every phase of the investment process in the U.S., drawing on proven expertise to support your goals. If you are establishing a new business or acquiring an existing one, we deliver the strategic insights and practical solutions needed for a smooth and successful transition. Our approach equips business leaders to make well-informed decisions with confidence at each critical step.
STEPS TO HELP
Business Setup and Acquisition Steps
Whether you are starting a new business venture in the U.S. or acquiring an established operation, you navigate the process with strategic planning, attention to detail, and expert guidance. Below, we outline the essential steps for both approaches to help you succeed with confidence.
OPTION ONE
Starting a New Business
Define Your Business Idea and Market
Research your industry trends, identify your target market, and analyze the competitive landscape to pinpoint the opportunities and challenges to establish a clear foundation to guide your next steps.
Choose a State
Review factors such as business incentives, tax rates, labor availability, and regulatory environments to select a state that aligns with your operational and financial goals.
Engage Advisors
Enlist the support of legal, accounting, and immigration specialists to ensure your business is established correctly and complies with all regulations. Their expertise safeguards against costly mistakes.
Select the Right Business Structure
Decide on a structure that best suits your needs—whether a C-corporation, LLC, partnership, or branch—and register your chosen entity with the relevant state authorities.
Register for Tax Purposes
Obtain an Employer Identification Number (EIN) from the IRS and complete registrations for any applicable state and local taxes for your business.
Open a U.S. Bank Account
Establish a local U.S. business banking relationship to manage financial transactions effectively and maintain transparency.
Apply for Licenses and Permits
Secure the necessary federal, state, and local licenses and permits required to operate legally within your industry.
Protect Intellectual Property
Safeguard your intellectual assets by registering trademarks, patents, or copyrights as applicable.
Hire and Set Up Operations
Build a capable team by recruiting employees, implementing HR and payroll systems & processes, and establishing operational workflows.
Launch and Grow
Begin executing your business plan, tracking performance metrics to ensure growth, and maintain compliance with all regulations as your business evolves.
We deliver the strategic insights and the practical solutions needed for a smooth and successful transition.
OPTION TWO
Acquiring an Existing Business
Create a Target List
Use business brokers, online platforms, or industry connections to identify potential acquisition opportunities.
SIGN NON-DISCLOSURE AGREEMENTS (NDAs) AND REQUEST INFORMATION
Protect your sensitive business information while gaining access to the required financial, operational, and legal details using NDAs.
Conduct Due Diligence
Perform a thorough assessment of the business’s financial position, legal standing, tax compliance, human resources, and operations to identify potential business risks.
Valuation and Negotiation
Evaluate the business’s fair market value using professional assessments and negotiate terms that align with your strategic objectives.
Structure the Deal
Determine the most advantageous purchase structure—such as an asset purchase or stock acquisition—based on legal and tax strategies.
Finalize Legal Documents
Work with legal advisors to draft and sign purchase agreements, ensuring all necessary approvals are obtained.
Close the Transaction
Execute the final steps of the transfer process, including payment, documentation, and legal formalities.
Post-Acquisition Integration
Develop a comprehensive integration plan to transition operations, retain critical staff, and implement strategies for growth and long-term success.
Both paths to business ownership demand careful planning and execution. By following these steps and consulting with experienced advisors, you position yourself for a successful launch or acquisition in the U.S. market.