What You Receive From Our Advisory Process
Practical, structured deliverables designed to help management understand risks, make decisions, and implement the next steps of overseas expansion.
Consultation Agenda
A structured 45–60 minute diagnostic session covering business objectives, overseas markets, entity structure, tax, compliance, banking, payments, financing and next steps.
- ✓Session objectives
- ✓Key discussion topics
- ✓Document preparation list
- ✓Decision and action log
Overseas Structure Checklist
A practical checklist covering market entry, ownership structure, tax, accounting, banking, payments, legal, operational and capital-market readiness.
- ✓Structure readiness review
- ✓Cross-border tax considerations
- ✓Banking and payment review
- ✓Priority-gap summary
Cross-border Risk Assessment
A structured assessment that identifies key corporate, tax, banking, regulatory, legal, operational and financing risks.
- ✓Risk scoring matrix
- ✓Risk register
- ✓Existing control review
- ✓Recommended action plan
Customized Advisory Proposal
A client-specific proposal covering the agreed scope, workstreams, deliverables, timeline, responsibilities, professional fees and payment terms.
- ✓Customized scope
- ✓Defined deliverables
- ✓Project timeline
- ✓Commercial terms
Proposal templates, engagement letters, invoices, editable risk assessments and internal communication templates are not available as public downloads. These documents are provided to signed clients through our secure client delivery process.
Lune Wealth Limited does not provide regulated legal, tax, audit, securities or financial services. Specific professional services are provided by appropriately qualified independent advisers.