A Smarter Way to Set Up and Operate in the USA

GTM Global in association with Frazier & Deeter, Thorelli Associates, and Argentex Group Plc

11th July 2024 / 10:00 - 16:00 BST

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Frazier & Deeter
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Argentex
QRx Partners
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Organiser

GTM Global

When

Thursday 11th July 2024
10:00 - 16:00 BST

Where

Argentex Group PLC, 25 Argyll Street, London, W1F 7TU

Format

F2F 1-2-1 mentoring & bespoke advisory sessions. Book a two hour slot between 10:00 - 16:00.

Are you an ambitious scaleup looking to enter or expand your operations in the United States?

Don't miss this chance to gain invaluable face-to-face insights and personalised guidance from top experts in the US in legal, accounting, finance, compliance, employment, operations, and FDA regulations. Key topics covered:

  • Risk mitigation on legal, tax & compliance issues
  • Prioritizing intellectual property protection
  • Gaining FDA approvals for any clinical trials
  • Setting up & structuring a U.S. company entity
  • Understanding the U.S. sales tax landscape, including state taxes
  • Finding the right employment & talent solutions
  • Foreign exchange (forex) trading and hedging
  • Site Selection & obtaining local grants & incentives

Event Advisors

Key regional expansion experts

Legal Framework and Market Entry from Tom Thorelli

Thomas Thorelli, Founder

Thorelli Associates is a Chicago based law firm that works exclusively with UK and European tech companies looking to enter or expand in the US markets. Areas of expertise include:

U.S. Market Entry and Compliance

  • Understand the U.S. market from a legal perspective.
  • Navigate federal and state regulatory environments.
  • Learn about data protection, intellectual property rights, and privacy laws.

Intellectual Property (IP) Protection

  • Establish a strong IP strategy to protect your technology.
  • Navigate the U.S. patent system and trademark filings.

Contract Law and Negotiations

  • Expertise in drafting and negotiating contracts that comply with U.S. standards.
  • Secure advantageous terms in licensing and distribution agreements.

Product Liability and Litigation

  • Mitigate risks associated with product liabilities.
  • Develop strategies to avoid potential litigation.

Business Structure

  • Advice on the most suitable business entity for operations.
  • Guidance on managing corporate governance and compliance issues.

Business Immigration

  • A strategy to maximize chances of obtaining visas.
  • Advise on types of visas available and when visas are needed.

Financial and Advisory Expertise from Frazier & Deeter

Malcolm Joy, UK Managing Partner

Frazier & Deeter is an Atlanta based US accounting firm with offices in the UK geared at supporting UK and European companies looking to setup and expand in the US market. Areas of expertise include:

Strategic Tax Planning

  • Tax structuring for efficiency and incentives.
  • Compliance with U.S. and international tax laws.

Assurance and Accounting Services

  • Financial reporting and GAAP compliance.
  • Importance of audits and assurance services for credibility.

Advisory Services

  • Business process optimization and internal control.
  • Financial and operational risk management.

Mergers and Acquisitions (M&A)

  • Conducting due diligence for M&A activities.
  • Advisory on transaction structuring for business goals.

Compliance and Regulatory Support

  • Navigating SEC regulations and Sarbanes-Oxley Act compliance.
  • Regulatory requirements for tech businesses.

Cybersecurity and Technology

  • Managing cybersecurity risks.
  • Leveraging technology for business efficiency.

Business Valuation and Financial Modelling

  • Valuation of tech business and intellectual property.
  • Financial modelling for growth and investment planning.

Global Payments and Currency Management from Argentex Group Plc

Max Raby, Vice President

As global payment and currency risk management specialists, Argentex Group Plc offers bespoke services alongside market leading technology for businesses and financial institutions. Areas of expertise include:

Currency Risk Management

  • Bespoke hedging strategies that meet your unique requirements.
  • Expert advice on treasury policy creation.

Secure Payments

  • Work with an established counterparty that has delivered over $200 billion for more than 5,700 leading businesses and financial institutions.
  • Make payments in up to 140 currencies.

Competitive Rates

  • Benefit from our purchasing power and access wholesale rates from Tier 1 providers, traditionally reserved for only the largest institutions.

Bespoke Services

  • Fully regulated FX specialists with an average of ten years' experience.
  • Work closely with your dedicated relationship manager who takes the time to understand you and your organisation.
  • Choose the right solution for your unique requirements.

Right Tech. Right Touch.

  • Tailor-made services supported by intuitive technology to help you operate with speed and confidence anytime, anywhere.
  • Control permissions, signatories and limits within your governance framework on the customisable platform.

Operational and Employment Solutions from Foothold America

Laurie Spicer, Head of US Expansion

Foothold America, a Boston-based employment solution provider with offices in the US, UK, and Europe, offers comprehensive solutions for global businesses seeking to expand, recruit, hire, and oversee employees in the United States. Areas of expertise include:

Market Entry Services

  • Understand the US market from an employment perspective.
  • Identify the best US market entry solution based on your needs and provide turnkey solutions for scaling operations from market entry to maturity.
  • Receive support in establishing a business presence in the US quickly and compliantly.

Employment Solutions

  • Hire US employees without setting up a US entity.
  • Managing people operations for US employees hired directly through your US entity.
  • Support with recruiting the best talent for your business, ensuring cultural fit, and managing employment in 50 states.

Operational Support

  • Administrative functions, such as payroll and benefits.
  • HR support, including seamless onboarding and terminations, federal, state and local compliance, and risk management.
  • Talent acquisition below market cost and exclusively for our clients.

Streamlined Scaling

  • Quick market entry.
  • Flexibility to scale operations from market entry to maturity at your pace.
  • Save up to 50% on expansion costs.

gigCMO: Driving Revenue Growth and Achieving Commercial Objectives

Mark F. Magnacca, Founder & CEO of gigCMO

gigCMO is a commercially driven business growth consultancy that uses marketing to drive revenue growth and achieve the commercial objectives of startups, scale-ups, and SME businesses. Our Fractional CMO Service provides strategic marketing leadership and expertise to drive profitable revenue growth. Through our playbook-driven approach and knowledge transfer, we empower your business to build and strengthen essential marketing capabilities for long-term success. Areas of expertise include:

Internationally-Proven Marketing Leadership

  • Implementing proven marketing strategies tailored to your business needs.
  • Leveraging global insights and best practices to enhance marketing efforts.

Creating Go-To-Market Strategy and Programmes

  • Identifying the best go-to-market strategies to ensure successful market entry and growth.
  • Emphasising and deemphasising elements of your value proposition to resonate with new market segments, ensuring successful market penetration.

Developing Essential Marketing Capabilities

  • Building and strengthening marketing capabilities driven by a growth playbook.
  • Offering leadership support to navigate the complexities of marketing and business growth.

Strategic and Tactical Marketing Advice

  • Providing expert guidance on both strategic planning and tactical execution.
  • Developing and executing effective marketing strategies to achieve business objectives.

Regualtory Compliance from QRx Partners

Mark Swanson, Healthcare Regulatory Advisor

QRx is a Minnesota based quality and regulatory service provider offering consulting services that ensure compliance and quality within the regulated life sciences industry, with a particular emphasis on personalized support to navigate the complex regulatory environment.

Range of Consulting Expertise

  • Specialization in consulting for Medical Device/IVD, Pharmaceutical/Biologics, Quality, Regulatory, FDA, MDR, including auditing, training, and education services.

Quality System Assessment & Auditing

  • Conducting thorough assessments to identify gaps and opportunities within existing systems.
  • Providing detailed quality system audits for medical device, pharmaceutical, biologics, and in vitro diagnostics sectors, as well as ISO 9001:2015, automotive, and aerospace industries.

QMS Development & Improvement

  • Developing Quality Management Systems (QMS) that offer value beyond mere compliance.
  • Enhancing existing QMS to elevate quality and ensure regulatory adherence.

Education & Training

  • Offering knowledgeable education and training services to ensure clarity and confidence in regulatory practices..
  • Emphasizing the importance of understanding over guesswork in quality and regulatory matters.

Regulatory Interaction Support

  • Assisting with preparation for, response to, and remediation of regulatory interactions.
  • Providing support across various stages of regulatory engagement to ensure effective communication and compliance.

Person Responsible for Regulatory Compliance (PRRC)

  • Ensuring satisfaction of EU requirements for the role of Person Responsible for Regulatory Compliance.
  • Addressing specific regulatory obligations within the European Union's regulatory framework.

Clinical/Performance Evaluation Reports

  • Authoring and reviewing Clinical Evaluation Reports (CER) and Performance Evaluation Reports (PER) for compliance and thoroughness.
  • Offering expertise in the critical analysis of clinical data and performance metrics.

Like to Get Involved?

If you’d like to become a partner or sponsor, we have a range of programmes and events you could get involved in.

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