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A2Z

We design how the new entity will be governed, organized and run, so it can operate from day one with clear mandates and reliable reporting.

Executive overview

Design the target operating model, governance and processes of the new entity, in coordination with legal, tax and regulatory specialists.

Whether the entry takes the form of a branch, a subsidiary or a joint venture, the new entity needs a target operating model: what it does locally and what remains at headquarters, who decides what, which processes it runs and how performance is reported. These choices determine both control and agility.

We design the organization, governance, process architecture, reporting and support functions, and help set up local operations. Legal incorporation, tax structuring and regulatory filings remain with qualified specialists: we coordinate their work and make sure their conclusions are reflected in the operating design.

Business challenges addressed

  1. 01

    Unclear split with headquarters

    Responsibilities between headquarters, regional teams and the local entity overlap or leave gaps, slowing decisions.

  2. 02

    Governance improvised

    Delegations of authority, approval thresholds and committee structures are not defined before operations start.

  3. 03

    Processes copied without adaptation

    Headquarters processes are imposed as they are, or local practices emerge informally, creating control weaknesses.

  4. 04

    Disconnected specialist advice

    Legal, tax and regulatory structuring decisions are taken without reference to how the entity will actually operate.

Services and solutions

  • 01

    Target operating model design

    Define which activities are performed locally, regionally or at headquarters, and the people, processes, systems and partners required to run them.

  • 02

    Organizational structure definition

    Design the local organization chart, reporting lines to headquarters and the staffing plan for launch and ramp-up.

  • 03

    Governance and decision-making frameworks

    Set up the board and management committees, delegations of authority and approval thresholds that balance local autonomy with group control.

  • 04

    Role and responsibility allocation

    Formalize responsibility matrices across headquarters, the local entity and partners so that every key activity has a clear owner.

  • 05

    Process architecture development

    Define the core, management and support processes of the entity, adapting group standards to local requirements where necessary.

  • 06

    Local operations setup support

    Coordinate the practical set-up of premises, systems, banking, recruitment and service providers against a detailed readiness plan.

  • 07

    Financial and operational reporting frameworks

    Design the management reporting, key indicators and review calendar that give headquarters timely visibility on the entity’s performance.

  • 08

    Local support function design

    Determine how finance, HR, IT, procurement and compliance are delivered locally, through shared services or through outsourced providers.

  • 09

    Coordination with qualified legal, tax, and regulatory specialists

    We do not provide legal, tax or regulatory advice; we brief qualified specialists, track their workstreams and integrate their conclusions into the operating model and launch plan.

Typical engagement approach

  1. 01

    Scope

    Confirm the entry model, the entity’s mandate and the structuring questions to be addressed by specialists.

  2. 02

    Design

    Design the operating model, organization, governance, processes and reporting.

  3. 03

    Prepare

    Build the set-up plan and coordinate legal, tax, regulatory and operational workstreams.

  4. 04

    Activate

    Support the start of operations and verify readiness against an agreed checklist before launch.

Expected deliverables

  • Target operating model
  • Organization chart and staffing plan
  • Governance framework and delegations of authority
  • Responsibility matrix and process map
  • Management reporting framework and indicators
  • Integrated set-up plan coordinating specialist workstreams

Outcomes you can target

  • 01

    An entity that operates with clear mandates from day one

  • 02

    Balanced local autonomy and group control

  • 03

    Timely, reliable visibility on local performance

  • 04

    Structuring decisions aligned with operational reality

Frequently asked questions

Do you handle company incorporation and tax structuring?

No. These matters require qualified legal and tax advisers. We define the operational requirements, brief the specialists you appoint or help you select, follow their work and integrate their conclusions into the operating model and set-up plan.

Branch or subsidiary: does the operating model differ?

Often, yes. The legal form influences governance, reporting and the degree of local autonomy. We design the operating model once the structuring options have been assessed by specialists, and adapt it as those choices are confirmed.

Can you adapt our group processes rather than create new ones?

That is usually the preferred approach. We start from group standards, identify where local requirements or scale justify adaptation, and document the resulting process architecture.

Talk to an expert about Business Establishment & Organization

Tell us where you are today and what you need to achieve. We will propose the right scope for a first engagement.